Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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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
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Company | Weight in VFH |
Weight in DFNL |
Overlap | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 8.1% | 7.5% | 7.5% | |
JPMORGAN CHASE & CO | 8.6% | 6.3% | 6.3% | |
WELLS FARGO & CO | 3.1% | 5.6% | 3.1% | |
BANK OF AMERICA CORP | 4.0% | 2.3% | 2.3% | |
AMERICAN EXPRESS CO | 2.1% | 4.5% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to DFNL
MASTERCARD INCORPORATED CLASS A | 6.0% | |
VISA INC. CLASS A | 5.9% | |
JPMORGAN CHASE & CO | 2.3% | |
S&P GLOBAL, INC. | 2.1% | |
GOLDMAN SACHS GROUP INC | 2.0% | |
PROGRESSIVE CORP | 1.8% | |
CITIGROUP INC | 1.8% | |
BLACKROCK INC | 1.8% | |
MORGAN STANLEY | 1.7% | |
BANK OF AMERICA CORP | 1.6% |
VFH Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP | -8.4% | |
MARKEL CORP | -5.6% | |
FIFTH THIRD BANCORP | -4.8% | |
JULIUS BAER GRUPPE AG | -4.6% | |
DANSKE BANK A/S | -4.5% | |
BANK OF NEW YORK MELLON CORP | -4.4% | |
CHUBB LIMITED | -4.1% | |
DBS GROUP HOLDINGS LTD | -3.9% | |
US BANCORP | -3.8% | |
PNC FINANCIAL SERVICES GROUP | -3.5% |