Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
32%

OVERLAP
BY WEIGHT
20

# OF OVERLAPPING
HOLDINGS
VFH
418
HOLDINGS
5%
ALSO IN DFNL
DFNL
29
HOLDINGS
71%
ALSO IN VFH
SECTOR DRIFT (VFH minus DFNL)
OVERLAPPING HOLDINGS

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Company Weight
in VFH
Weight
in DFNL
Overlap
JPMORGAN CHASE & CO 9.9% 7.2% 7.2%
BERKSHIRE HATHAWAY INC-CL B 7.6% 7.2% 7.2%
WELLS FARGO & CO 3.1% 5.8% 3.1%
BANK OF AMERICA CORP 4.2% 2.7% 2.7%
AMERICAN EXPRESS CO 2.1% 4.5% 2.1%
VFH Overweight Relative to DFNL
MASTERCARD INCORPORATED CLASS A 5.4%
VISA INC. CLASS A 4.1%
GOLDMAN SACHS GROUP INC 2.8%
JPMORGAN CHASE & CO 2.7%
MORGAN STANLEY 2.2%
CITIGROUP INC 2.1%
S&P GLOBAL, INC. 2.0%
BLACKROCK INC 1.9%
PROGRESSIVE CORP 1.7%
BLACKSTONE GROUP LP/THE 1.5%
VFH Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -10.0%
BANK OF NEW YORK MELLON CORP -5.9%
MARKEL CORP -5.6%
DBS GROUP HOLDINGS LTD -5.5%
DANSKE BANK A/S -5.0%
FIFTH THIRD BANCORP -4.9%
JULIUS BAER GRUPPE AG -4.9%
PNC FINANCIAL SERVICES GROUP -3.9%
US BANCORP -3.9%
CHUBB LIMITED -3.7%
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