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   

65

Number of overlapping holdings

16.5%

% of VFH's 400 holdings also in XLF

100.0%

% of XLF's 65 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
JPMORGAN CHASE & CO 9.7% 11.7% 9.7%
BERKSHIRE HATHAWAY INC-CL B 7.1% 12.2% 7.1%
BANK OF AMERICA CORP 6.4% 7.6% 6.4%
WELLS FARGO & CO 3.7% 4.5% 3.7%
CITIGROUP INC 2.8% 3.4% 2.8%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to XLF
BLACKSTONE GROUP LP/THE 1.5%
KKR & CO LP 0.6%
ALLY FINANCIAL INC 0.4%
MARKEL CORP 0.3%
SIGNATURE BANK 0.3%
ARCH CAPITAL GROUP LTD 0.3%
FACTSET RESEARCH SYSTEMS INC 0.3%
LPL FINANCIAL HOLDINGS INC 0.3%
FIDELITY NATIONAL FINANCIAL, INC - F 0.2%
AXA EQUITABLE HOLDINGS, INC. 0.2%
VFH Underweight Relative to XLF
BERKSHIRE HATHAWAY INC-CL B -5.0%
JPMORGAN CHASE & CO -2.0%
BANK OF AMERICA CORP -1.1%
WELLS FARGO & CO -0.8%
MORGAN STANLEY -0.7%
SCHWAB (CHARLES) CORP -0.6%
CITIGROUP INC -0.6%
GOLDMAN SACHS GROUP INC -0.5%
S&P GLOBAL, INC. -0.4%
PNC FINANCIAL SERVICES GROUP -0.4%
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