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   

67

Number of overlapping holdings

18.7%

% of VFH's 375 holdings also in XLF

100.0%

% of XLF's 67 holdings also in VFH

Overlap by Weight
Sector Drift (VFH minus XLF)
Overlapping Holdings

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Company Weight
in VFH
Weight
in XLF
Overlap
BERKSHIRE HATHAWAY INC-CL B 8.6% 14.4% 8.6%
JPMORGAN CHASE & CO 8.4% 10.0% 8.4%
BANK OF AMERICA CORP 5.5% 6.4% 5.5%
WELLS FARGO & CO 3.7% 4.4% 3.7%
GOLDMAN SACHS GROUP INC 2.8% 3.3% 2.8%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.3%
KKR & CO LP 0.6%
APOLLO GLOBAL MANAGEMENT INC. 0.6%
LPL FINANCIAL HOLDINGS INC 0.4%
MARKEL CORP 0.4%
FIRST HORIZON NATIONAL CORP 0.3%
AXA EQUITABLE HOLDINGS, INC. 0.3%
ARES MANAGEMENT LP 0.2%
AMERICAN FINANCIAL GROUP INC 0.2%
FIDELITY NATIONAL FINANCIAL, INC - F 0.2%
VFH Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -5.9%
JPMORGAN CHASE & CO -1.7%
BANK OF AMERICA CORP -0.9%
WELLS FARGO & CO -0.7%
SCHWAB (CHARLES) CORP -0.7%
MORGAN STANLEY -0.6%
GOLDMAN SACHS GROUP INC -0.5%
S&P GLOBAL, INC. -0.5%
BLACKROCK INC -0.4%
CITIGROUP INC -0.4%
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