Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
373
Number of overlapping holdings
95.9%
% of VFH's 414 holdings also in FNCL
97.4%
% of FNCL's 405 holdings also in VFH
Overlap by Weight
Sector Drift (VFH minus FNCL)
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 FNCL |
Overlap | |
---|---|---|---|---|
JPMORGAN CHASE & CO | 8.7% | 8.5% | 8.5% | |
BERKSHIRE HATHAWAY INC-CL B | 8.3% | 8.1% | 8.1% | |
MASTERCARD INCORPORATED CLASS A | 5.4% | 5.7% | 5.4% | |
VISA INC. CLASS A | 5.1% | 6.5% | 5.1% | |
BANK OF AMERICA CORP | 4.4% | 4.3% | 4.3% |
Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to FNCL
JPMORGAN CHASE & CO | 0.3% | |
BANK OF AMERICA CORP | 0.2% | |
BERKSHIRE HATHAWAY INC-CL B | 0.2% | |
BLACKSTONE GROUP LP/THE | 0.1% | |
S&P GLOBAL, INC. | 0.1% | |
COREBRIDGE FINANCIAL INC | 0.1% | |
TRUIST FINANCIAL CORPORATION | 0.1% | |
PNC FINANCIAL SERVICES GROUP | 0.1% | |
US BANCORP | 0.1% | |
NEW YORK COMMUNITY BANCORP | 0.1% |
VFH Underweight Relative to FNCL
VISA INC. CLASS A | -1.4% | |
SCHWAB (CHARLES) CORP | -0.3% | |
MASTERCARD INCORPORATED CLASS A | -0.3% | |
WR BERKLEY CORP | -0.1% | |
LPL FINANCIAL HOLDINGS INC | -0.1% | |
CHUBB LIMITED | -0.1% | |
BANCORPSOUTH BANK | -0.1% | |
PAYPAL HOLDINGS INC | -0.1% | |
FIRSTCASH, INC. | -0.1% | |
WELLS FARGO & CO | -0.1% |