Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
OVERLAP
24%
OVERLAP
BY WEIGHT
28
# OF OVERLAPPING
HOLDINGS
DFNV
102
HOLDINGS
28%
ALSO IN SKYY
SKYY
65
HOLDINGS
47%
ALSO IN DFNV
SECTOR DRIFT (DFNV minus SKYY)
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 DFNV |
Weight in SKYY |
Overlap | |
|---|---|---|---|---|
| INTL BUSINESS MACHINES CORP | 2.2% | 4.2% | 2.2% | |
| APPLOVIN CORP. CLASS A | 1.9% | 2.3% | 1.9% | |
| SERVICENOW INC | 2.6% | 1.8% | 1.8% | |
| ARISTA NETWORKS, INC. | 1.8% | 3.8% | 1.8% | |
| SALESFORCE.COM INC | 2.7% | 1.7% | 1.7% | |
DFNV Overweight Relative to SKYY
| APPLE INC | 9.4% | |
| BROADCOM INC. | 4.5% | |
| JOHNSON & JOHNSON | 2.7% | |
| ABBVIE INC | 2.6% | |
| MERCK & CO. INC. | 2.4% | |
| PALANTIR TECHNOLOGIES INC. CLASS A | 2.1% | |
| QUALCOMM INC | 1.9% | |
| BRISTOL-MYERS SQUIBB CO | 1.8% | |
| GILEAD SCIENCES INC | 1.8% | |
| SPOTIFY TECHNOLOGY SA | 1.6% |
DFNV Underweight Relative to SKYY
| ORACLE CORP | -4.7% | |
| ALPHABET INC. CLASS A | -4.3% | |
| MICROSOFT CORP | -3.7% | |
| PURE STORAGE, INC. CLASS A | -3.5% | |
| AMAZON.COM INC | -3.4% | |
| NUTANIX, INC. CLASS A | -3.1% | |
| MONGODB, INC. CLASS A | -3.1% | |
| LUMEN TECHNOLOGIES, INC. | -2.9% | |
| CISCO SYSTEMS INC | -2.5% | |
| CLOUDFLARE INC CLASS A | -2.4% |