Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
19
Number of overlapping holdings
5.0%
% of VFH's 398 holdings also in DFNL
70.4%
% of DFNL's 27 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus DFNL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in VFH |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 8.6% | 8.0% | 8.0% |
|
JPMORGAN CHASE & CO | 7.9% | 5.9% | 5.9% |
|
BANK OF AMERICA CORP | 3.7% | 3.3% | 3.3% |
|
WELLS FARGO & CO | 2.9% | 5.2% | 2.9% |
|
AMERICAN EXPRESS CO | 1.9% | 4.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to DFNL
|
MASTERCARD INCORPORATED CLASS A | 6.4% |
|
VISA INC. CLASS A | 6.3% |
|
S&P GLOBAL, INC. | 2.3% |
|
GOLDMAN SACHS GROUP INC | 2.1% |
|
JPMORGAN CHASE & CO | 2.0% |
|
MORGAN STANLEY | 2.0% |
|
BLACKROCK INC | 1.9% |
|
MARSH & MCLENNAN COS | 1.8% |
|
CITIGROUP INC | 1.5% |
|
PROGRESSIVE CORP | 1.5% |
VFH Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -6.7% |
 |
JULIUS BAER GRUPPE AG | -6.2% |
|
MARKEL CORP | -6.1% |
 |
DBS GROUP HOLDINGS LTD | -4.7% |
|
FIFTH THIRD BANCORP | -4.5% |
|
BANK OF NEW YORK MELLON CORP | -4.3% |
 |
DANSKE BANK A/S | -4.1% |
|
CHUBB LIMITED | -4.1% |
|
US BANCORP | -3.6% |
|
LOEWS CORP | -3.2% |