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%
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