Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
71%
OVERLAP
BY WEIGHT
1175
# OF OVERLAPPING
HOLDINGS
DFAU
2342
HOLDINGS
52%
ALSO IN AVSU
AVSU
1288
HOLDINGS
94%
ALSO IN DFAU
SECTOR DRIFT (DFAU minus AVSU)
OVERLAPPING HOLDINGS
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| Company | Weight in DFAU |
Weight in AVSU |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.8% | 5.8% | 5.8% |
|
MICROSOFT CORP | 5.5% | 5.9% | 5.5% |
|
NVIDIA CORP | 6.6% | 4.5% | 4.5% |
|
AMAZON.COM INC | 3.3% | 3.0% | 3.0% |
|
META PLATFORMS INC | 2.7% | 3.6% | 2.7% |
DFAU Overweight Relative to AVSU
|
NVIDIA CORP | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
EXXON MOBIL CORP | 0.7% |
|
CHEVRON CORP | 0.5% |
|
BROADCOM INC. | 0.4% |
|
WELLS FARGO & CO | 0.4% |
|
ORACLE CORP | 0.4% |
|
GE AEROSPACE | 0.4% |
|
PHILIP MORRIS INTERNATIONAL | 0.3% |
|
AMAZON.COM INC | 0.3% |
DFAU Underweight Relative to AVSU
|
META PLATFORMS INC | -0.9% |
|
GOLDMAN SACHS GROUP INC | -0.5% |
|
TJX COMPANIES INC | -0.5% |
|
AT&T INC | -0.4% |
|
JPMORGAN CHASE & CO | -0.4% |
 |
MERCADOLIBRE INC | -0.4% |
|
LAM RESEARCH CORP | -0.4% |
|
DISCOVER FINANCIAL SERVICES | -0.4% |
|
WAL-MART STORES INC | -0.4% |
|
VERTEX PHARMACEUTICALS INC | -0.4% |