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   
OVERLAP
33%

OVERLAP
BY WEIGHT
17

# OF OVERLAPPING
HOLDINGS
XLF
75
HOLDINGS
23%
ALSO IN DFNL
DFNL
29
HOLDINGS
61%
ALSO IN XLF
SECTOR DRIFT (XLF minus DFNL)
OVERLAPPING HOLDINGS

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in XLF
Weight
in DFNL
Overlap
JPMORGAN CHASE & CO 10.9% 7.2% 7.2%
BERKSHIRE HATHAWAY INC-CL B 12.2% 7.2% 7.2%
WELLS FARGO & CO 3.4% 5.8% 3.4%
BANK OF AMERICA CORP 4.3% 2.7% 2.7%
AMERICAN EXPRESS CO 2.4% 4.5% 2.4%
XLF Overweight Relative to DFNL
VISA INC. CLASS A 7.8%
MASTERCARD INCORPORATED CLASS A 6.3%
BERKSHIRE HATHAWAY INC-CL B 5.0%
JPMORGAN CHASE & CO 3.7%
GOLDMAN SACHS GROUP INC 3.0%
MORGAN STANLEY 2.4%
CITIGROUP INC 2.4%
S&P GLOBAL, INC. 2.2%
BLACKROCK INC 2.1%
PROGRESSIVE CORP 1.9%
XLF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP -9.8%
MARKEL CORP -5.9%
BANK OF NEW YORK MELLON CORP -5.8%
DBS GROUP HOLDINGS LTD -5.5%
DANSKE BANK A/S -5.0%
FIFTH THIRD BANCORP -4.9%
JULIUS BAER GRUPPE AG -4.9%
PNC FINANCIAL SERVICES GROUP -3.8%
US BANCORP -3.7%
CHUBB LIMITED -3.5%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY