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
12.7%
% of IYF's 137 holdings also in DFNL
65.4%
% of DFNL's 27 holdings also in IYF
Overlap by Weight
Sector Drift (IYF minus DFNL)
Overlapping Holdings
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| Company | Weight in IYF |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 11.8% | 7.5% | 7.5% |
|
JPMORGAN CHASE & CO | 9.9% | 6.8% | 6.8% |
|
WELLS FARGO & CO | 4.4% | 5.7% | 4.4% |
|
BANK OF AMERICA CORP | 4.7% | 2.6% | 2.6% |
|
CHUBB LIMITED | 2.0% | 5.7% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 4.3% |
|
GOLDMAN SACHS GROUP INC | 3.2% |
|
JPMORGAN CHASE & CO | 3.1% |
|
S&P GLOBAL, INC. | 2.7% |
|
MORGAN STANLEY | 2.6% |
|
BLACKROCK INC | 2.6% |
|
PROGRESSIVE CORP | 2.5% |
|
CITIGROUP INC | 2.2% |
|
BLACKSTONE GROUP LP/THE | 2.2% |
|
BANK OF AMERICA CORP | 2.1% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -9.4% |
|
MARKEL CORP | -5.5% |
|
FIFTH THIRD BANCORP | -5.3% |
|
AMERICAN EXPRESS CO | -4.7% |
|
BANK OF NEW YORK MELLON CORP | -4.6% |
 |
DBS GROUP HOLDINGS LTD | -4.3% |
 |
DANSKE BANK A/S | -4.3% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
|
US BANCORP | -4.0% |
|
CHUBB LIMITED | -3.7% |