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