Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
34%
OVERLAP
BY WEIGHT
20
# OF OVERLAPPING
HOLDINGS
BAY
59
HOLDINGS
34%
ALSO IN DFNV
DFNV
102
HOLDINGS
20%
ALSO IN BAY
SECTOR DRIFT (BAY minus DFNV)
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 BAY |
Weight in DFNV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.5% | 9.4% | 7.5% |
|
BROADCOM INC. | 3.8% | 4.5% | 3.8% |
|
SALESFORCE.COM INC | 1.9% | 2.7% | 1.9% |
|
PALO ALTO NETWORKS INC | 3.0% | 1.8% | 1.8% |
|
SERVICENOW INC | 1.8% | 2.6% | 1.8% |
BAY Overweight Relative to DFNV
|
NVIDIA CORP | 7.0% |
|
ALPHABET INC. CLASS A | 4.3% |
|
ADVANCED MICRO DEVICES | 3.9% |
|
META PLATFORMS INC | 3.4% |
|
VISA INC. CLASS A | 3.3% |
|
CISCO SYSTEMS INC | 2.6% |
|
APPLIED MATERIALS INC | 2.4% |
|
INTEL CORP | 2.4% |
|
NETFLIX INC | 2.1% |
|
WELLS FARGO & CO | 2.0% |
BAY Underweight Relative to DFNV
|
JOHNSON & JOHNSON | -2.7% |
|
ABBVIE INC | -2.6% |
|
MERCK & CO. INC. | -2.4% |
|
INTL BUSINESS MACHINES CORP | -2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.1% |
|
INTUIT INC | -2.0% |
|
APPLE INC | -1.9% |
|
QUALCOMM INC | -1.9% |
|
BRISTOL-MYERS SQUIBB CO | -1.8% |
|
ARISTA NETWORKS, INC. | -1.8% |