Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
17.9%
% of DFNL's 29 holdings also in IAT
14.7%
% of IAT's 34 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus IAT)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in IAT |
Overlap | |
|---|---|---|---|---|
 |
FIFTH THIRD BANCORP | 4.7% | 4.7% | 4.7% |
|
US BANCORP | 4.3% | 13.9% | 4.3% |
|
PNC FINANCIAL SERVICES GROUP | 4.3% | 14.4% | 4.3% |
|
TRUIST FINANCIAL CORPORATION | 2.6% | 11.2% | 2.6% |
|
M & T BANK CORP | 1.5% | 6.1% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to IAT
|
CAPITAL ONE FINANCIAL CORP | 9.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 7.1% |
|
JPMORGAN CHASE & CO | 5.9% |
|
MARKEL CORP | 5.8% |
|
BANK OF NEW YORK MELLON CORP | 5.6% |
|
WELLS FARGO & CO | 5.2% |
|
CHUBB LIMITED | 5.1% |
 |
DBS GROUP HOLDINGS LTD | 4.8% |
 |
JULIUS BAER GRUPPE AG | 4.8% |
 |
DANSKE BANK A/S | 4.3% |
DFNL Underweight Relative to IAT
|
PNC FINANCIAL SERVICES GROUP | -10.1% |
|
US BANCORP | -9.6% |
|
TRUIST FINANCIAL CORPORATION | -8.7% |
|
M & T BANK CORP | -4.7% |
|
HUNTINGTON BANCSHARES INC | -4.6% |
|
REGIONS FINANCIAL CORP | -4.2% |
|
CITIZENS FINANCIAL GROUP, INC. | -3.8% |
|
KEYCORP | -3.4% |
|
EAST WEST BANCORP INC | -2.6% |
|
FIRST HORIZON NATIONAL CORP | -2.2% |