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   
OVERLAP
29%

OVERLAP
BY WEIGHT
66

# OF OVERLAPPING
HOLDINGS
DFVX
331
HOLDINGS
20%
ALSO IN ROE
ROE
100
HOLDINGS
67%
ALSO IN DFVX
SECTOR DRIFT (DFVX minus ROE)
OVERLAPPING HOLDINGS

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Company Weight
in DFVX
Weight
in ROE
Overlap
EXXON MOBIL CORP 2.5% 1.3% 1.3%
CATERPILLAR INC 1.4% 1.2% 1.2%
JOHNSON & JOHNSON 2.4% 1.2% 1.2%
WAL-MART STORES INC 1.4% 1.1% 1.1%
COSTCO WHOLESALE CORP 1.1% 1.1% 1.1%
DFVX Overweight Relative to ROE
MICROSOFT CORP 3.8%
AMAZON.COM INC 3.5%
ALPHABET INC. CLASS C 3.4%
META PLATFORMS INC 3.2%
ALPHABET INC. CLASS A 2.7%
JPMORGAN CHASE & CO 1.7%
CHEVRON CORP 1.5%
PROCTER & GAMBLE CO/THE 1.3%
JOHNSON & JOHNSON 1.2%
MERCK & CO. INC. 1.2%
DFVX Underweight Relative to ROE
WESTERN DIGITAL CORP -1.4%
APA CORP. -1.4%
SEAGATE TECHNOLOGY HOLDINGS PLC -1.3%
VERTIV HOLDINGS CO. CLASS A -1.2%
DELL TECHNOLOGIES INC CLASS C -1.2%
ALTRIA GROUP INC -1.2%
COMFORT SYSTEMS USA INC -1.1%
NEXSTAR BROADCASTING GROUP-A -1.1%
OSHKOSH CORP -1.1%
MCKESSON CORP -1.1%
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