Fund Overlap

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


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OVERLAP
31%

OVERLAP
BY WEIGHT
17

# OF OVERLAPPING
HOLDINGS
XLF
73
HOLDINGS
23%
ALSO IN DFNL
DFNL
29
HOLDINGS
61%
ALSO IN XLF
SECTOR DRIFT (XLF minus DFNL)
OVERLAPPING HOLDINGS

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Company Weight
in XLF
Weight
in DFNL
Overlap
BERKSHIRE HATHAWAY INC-CL B 12.2% 7.1% 7.1%
JPMORGAN CHASE & CO 10.9% 5.9% 5.9%
WELLS FARGO & CO 3.5% 5.2% 3.5%
AMERICAN EXPRESS CO 2.4% 3.8% 2.4%
BANK OF AMERICA CORP 4.2% 2.3% 2.3%
XLF Overweight Relative to DFNL
VISA INC. CLASS A 8.2%
MASTERCARD INCORPORATED CLASS A 6.1%
BERKSHIRE HATHAWAY INC-CL B 5.1%
JPMORGAN CHASE & CO 5.0%
GOLDMAN SACHS GROUP INC 2.9%
MORGAN STANLEY 2.4%
S&P GLOBAL, INC. 2.2%
CITIGROUP INC 2.2%
PROGRESSIVE CORP 2.1%
BLACKROCK INC 2.1%
XLF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -7.3%
MARKEL CORP -5.8%
DBS GROUP HOLDINGS LTD -4.8%
JULIUS BAER GRUPPE AG -4.8%
BANK OF NEW YORK MELLON CORP -4.7%
DANSKE BANK A/S -4.3%
FIFTH THIRD BANCORP -4.3%
CHUBB LIMITED -3.6%
US BANCORP -3.4%
PNC FINANCIAL SERVICES GROUP -3.3%
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