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
65.4%
% of DFNL's 27 holdings also in XLF
23.6%
% of XLF's 72 holdings also in DFNL
Overlap by Weight
Sector Drift (DFNL minus XLF)
Overlapping Holdings
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| Company | Weight in DFNL |
Weight in XLF |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 7.5% | 12.4% | 7.5% |
|
JPMORGAN CHASE & CO | 6.8% | 10.1% | 6.8% |
|
WELLS FARGO & CO | 5.7% | 3.7% | 3.7% |
|
BANK OF AMERICA CORP | 2.6% | 4.6% | 2.6% |
|
AMERICAN EXPRESS CO | 4.7% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DFNL Overweight Relative to XLF
|
CAPITAL ONE FINANCIAL CORP | 8.3% |
|
MARKEL CORP | 5.9% |
|
FIFTH THIRD BANCORP | 5.4% |
|
BANK OF NEW YORK MELLON CORP | 4.7% |
 |
DBS GROUP HOLDINGS LTD | 4.3% |
 |
DANSKE BANK A/S | 4.3% |
 |
JULIUS BAER GRUPPE AG | 4.2% |
|
US BANCORP | 4.1% |
|
CHUBB LIMITED | 4.1% |
|
PNC FINANCIAL SERVICES GROUP | 3.9% |
DFNL Underweight Relative to XLF
|
VISA INC. CLASS A | -7.5% |
|
MASTERCARD INCORPORATED CLASS A | -6.2% |
|
BERKSHIRE HATHAWAY INC-CL B | -4.9% |
|
JPMORGAN CHASE & CO | -3.3% |
|
GOLDMAN SACHS GROUP INC | -2.7% |
|
MORGAN STANLEY | -2.4% |
|
S&P GLOBAL, INC. | -2.3% |
|
PROGRESSIVE CORP | -2.2% |
|
BLACKROCK INC | -2.1% |
|
BANK OF AMERICA CORP | -1.9% |