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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |