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   

72

Number of overlapping holdings

19.0%

% of VFH's 398 holdings also in XLF

100.0%

% of XLF's 72 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% 13.8% 8.6%
JPMORGAN CHASE & CO 7.9% 9.1% 7.9%
MASTERCARD INCORPORATED CLASS A 6.4% 7.3% 6.4%
VISA INC. CLASS A 6.3% 8.2% 6.3%
BANK OF AMERICA CORP 3.7% 4.2% 3.7%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.5%
KKR & CO LP 0.7%
APOLLO GLOBAL MANAGEMENT INC. 0.7%
BLOCK INC. 0.5%
MARKEL CORP 0.3%
LPL FINANCIAL HOLDINGS INC 0.3%
ARES MANAGEMENT LP 0.3%
FIRST CITIZENS BCSHS -CL A 0.3%
COINBASE GLOBAL, INC. CLASS A 0.2%
FIDELITY NATIONAL FINANCIAL, INC - F 0.2%
VFH Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -5.1%
VISA INC. CLASS A -1.9%
JPMORGAN CHASE & CO -1.2%
MASTERCARD INCORPORATED CLASS A -0.9%
WELLS FARGO & CO -0.5%
BANK OF AMERICA CORP -0.4%
MORGAN STANLEY -0.4%
S&P GLOBAL, INC. -0.4%
GOLDMAN SACHS GROUP INC -0.3%
ARCH CAPITAL GROUP LTD -0.3%
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