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

5.1%

% of VFH's 397 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 8.2% 7.5% 7.5%
JPMORGAN CHASE & CO 8.6% 6.3% 6.3%
WELLS FARGO & CO 3.2% 5.6% 3.2%
BANK OF AMERICA CORP 4.3% 2.3% 2.3%
AMERICAN EXPRESS CO 2.0% 4.5% 2.0%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to DFNL
MASTERCARD INCORPORATED CLASS A 5.7%
VISA INC. CLASS A 5.5%
JPMORGAN CHASE & CO 2.3%
GOLDMAN SACHS GROUP INC 2.2%
S&P GLOBAL, INC. 2.2%
BANK OF AMERICA CORP 2.0%
PROGRESSIVE CORP 1.8%
MORGAN STANLEY 1.8%
BLACKROCK INC 1.8%
CITIGROUP INC 1.7%
VFH Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -8.4%
MARKEL CORP -5.6%
FIFTH THIRD BANCORP -4.7%
JULIUS BAER GRUPPE AG -4.6%
DANSKE BANK A/S -4.5%
BANK OF NEW YORK MELLON CORP -4.4%
CHUBB LIMITED -4.0%
DBS GROUP HOLDINGS LTD -3.9%
US BANCORP -3.8%
PNC FINANCIAL SERVICES GROUP -3.5%
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