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
17
Number of overlapping holdings
25.4%
% of XLF's 67 holdings also in DFNL
60.7%
% of DFNL's 28 holdings also in XLF
Overlap by Weight
Sector Drift (XLF minus DFNL)
Overlapping Holdings
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| Company | Weight in XLF |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 14.4% | 7.1% | 7.1% |
|
JPMORGAN CHASE & CO | 10.0% | 5.1% | 5.1% |
|
WELLS FARGO & CO | 4.4% | 5.4% | 4.4% |
|
BANK OF AMERICA CORP | 6.4% | 4.1% | 4.1% |
|
AMERICAN EXPRESS CO | 2.4% | 4.0% | 2.4% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 7.3% |
|
JPMORGAN CHASE & CO | 5.0% |
|
GOLDMAN SACHS GROUP INC | 3.3% |
|
MORGAN STANLEY | 3.1% |
|
S&P GLOBAL, INC. | 3.1% |
|
BLACKROCK INC | 2.7% |
|
BANK OF AMERICA CORP | 2.3% |
|
CITIGROUP INC | 2.3% |
|
MARSH & MCLENNAN COS | 2.2% |
|
PROGRESSIVE CORP | 2.0% |
XLF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -5.8% |
 |
JULIUS BAER GRUPPE AG | -5.6% |
|
MARKEL CORP | -5.6% |
 |
DBS GROUP HOLDINGS LTD | -4.6% |
|
US BANCORP | -4.2% |
|
CHUBB LIMITED | -4.0% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
|
FIFTH THIRD BANCORP | -3.9% |
 |
DANSKE BANK A/S | -3.4% |
|
LOEWS CORP | -3.0% |