Fund Overlap

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


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67

Number of overlapping holdings

18.6%

% of VFH's 380 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 9.4% 15.6% 9.4%
JPMORGAN CHASE & CO 9.1% 10.9% 9.1%
BANK OF AMERICA CORP 5.0% 5.7% 5.0%
WELLS FARGO & CO 3.6% 4.2% 3.6%
S&P GLOBAL, INC. 2.7% 3.3% 2.7%

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. 0.6%
MARKEL CORP 0.4%
LPL FINANCIAL HOLDINGS INC 0.4%
ARES MANAGEMENT LP 0.3%
COINBASE GLOBAL, INC. CLASS A 0.2%
AXA EQUITABLE HOLDINGS, INC. 0.2%
TRADEWEB MARKETS, INC. CLASS A 0.2%
AMERICAN FINANCIAL GROUP INC 0.2%
VFH Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -6.2%
JPMORGAN CHASE & CO -1.8%
BANK OF AMERICA CORP -0.8%
WELLS FARGO & CO -0.7%
MORGAN STANLEY -0.6%
S&P GLOBAL, INC. -0.5%
SCHWAB (CHARLES) CORP -0.5%
GOLDMAN SACHS GROUP INC -0.5%
BLACKROCK INC -0.5%
CITIGROUP INC -0.4%
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