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
15
Number of overlapping holdings
15.2%
% of IYG's 102 holdings also in DFNL
53.6%
% of DFNL's 29 holdings also in IYG
Overlap by Weight
Sector Drift (IYG 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 IYG |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 16.1% | 7.1% | 7.1% |
|
JPMORGAN CHASE & CO | 11.3% | 5.9% | 5.9% |
|
WELLS FARGO & CO | 3.9% | 5.2% | 3.9% |
|
AMERICAN EXPRESS CO | 2.5% | 3.8% | 2.5% |
|
BANK OF AMERICA CORP | 4.6% | 2.3% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to DFNL
|
VISA INC. CLASS A | 9.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 9.0% |
|
MASTERCARD INCORPORATED CLASS A | 7.4% |
|
JPMORGAN CHASE & CO | 5.4% |
|
GOLDMAN SACHS GROUP INC | 2.8% |
|
S&P GLOBAL, INC. | 2.6% |
|
MORGAN STANLEY | 2.4% |
|
BLACKROCK INC | 2.3% |
|
BANK OF AMERICA CORP | 2.3% |
|
CITIGROUP INC | 2.2% |
IYG Underweight Relative to DFNL
|
CAPITAL ONE FINANCIAL CORP | -8.0% |
|
MARKEL CORP | -5.8% |
|
CHUBB LIMITED | -5.1% |
 |
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% |
|
US BANCORP | -3.2% |
|
LOEWS CORP | -3.1% |