Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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18
Number of overlapping holdings
13.4%
% of IYF's 137 holdings also in DFNL
64.3%
% of DFNL's 29 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 | 13.4% | 7.1% | 7.1% |
|
JPMORGAN CHASE & CO | 9.8% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 4.0% | 5.2% | 4.0% |
|
BANK OF AMERICA CORP | 4.5% | 2.3% | 2.3% |
|
CHUBB LIMITED | 2.1% | 5.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DFNL
|
BERKSHIRE HATHAWAY INC-CL B | 6.3% |
|
JPMORGAN CHASE & CO | 3.9% |
|
GOLDMAN SACHS GROUP INC | 2.9% |
|
PROGRESSIVE CORP | 2.9% |
|
S&P GLOBAL, INC. | 2.8% |
|
BLACKROCK INC | 2.4% |
|
CITIGROUP INC | 2.3% |
|
MORGAN STANLEY | 2.3% |
|
BANK OF AMERICA CORP | 2.2% |
|
MARSH & MCLENNAN COS | 2.1% |
IYF Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -9.1% |
|
MARKEL CORP | -5.4% |
 |
DBS GROUP HOLDINGS LTD | -4.8% |
 |
JULIUS BAER GRUPPE AG | -4.8% |
|
BANK OF NEW YORK MELLON CORP | -4.6% |
 |
DANSKE BANK A/S | -4.3% |
|
FIFTH THIRD BANCORP | -4.2% |
|
AMERICAN EXPRESS CO | -3.8% |
|
US BANCORP | -3.2% |
|
PNC FINANCIAL SERVICES GROUP | -3.1% |