Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
17
Number of overlapping holdings
23.9%
% of XLF's 71 holdings also in DFNL
65.4%
% of DFNL's 27 holdings also in XLF
Overlap by Weight
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 | |
---|---|---|---|---|
BERKSHIRE HATHAWAY INC-CL B | 13.2% | 7.2% | 7.2% | |
JPMORGAN CHASE & CO | 10.1% | 6.4% | 6.4% | |
WELLS FARGO & CO | 3.5% | 5.6% | 3.5% | |
BANK OF AMERICA CORP | 4.9% | 2.6% | 2.6% | |
AMERICAN EXPRESS CO | 2.3% | 4.5% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to DFNL
VISA INC. CLASS A | 7.0% | |
MASTERCARD INCORPORATED CLASS A | 6.1% | |
BERKSHIRE HATHAWAY INC-CL B | 6.0% | |
JPMORGAN CHASE & CO | 3.8% | |
GOLDMAN SACHS GROUP INC | 2.6% | |
S&P GLOBAL, INC. | 2.6% | |
BANK OF AMERICA CORP | 2.3% | |
PROGRESSIVE CORP | 2.2% | |
MORGAN STANLEY | 2.2% | |
CITIGROUP INC | 2.1% |
XLF Underweight Relative to DFNL
CAPITAL ONE FINANCIAL CORP | -7.7% | |
MARKEL CORP | -5.8% | |
JULIUS BAER GRUPPE AG | -4.6% | |
FIFTH THIRD BANCORP | -4.6% | |
DBS GROUP HOLDINGS LTD | -4.4% | |
BANK OF NEW YORK MELLON CORP | -4.3% | |
DANSKE BANK A/S | -4.3% | |
CHUBB LIMITED | -3.9% | |
PNC FINANCIAL SERVICES GROUP | -3.2% | |
US BANCORP | -3.1% |