Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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78

Number of overlapping holdings

22.7%

% of DON's 346 holdings also in OUSM

67.2%

% of OUSM's 117 holdings also in DON

Overlap by Weight
Sector Drift (DON minus OUSM)
Overlapping Holdings

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Company Weight
in DON
Weight
in OUSM
Overlap
WATSCO INC 0.9% 2.3% 0.9%
SNAP-ON INC 0.9% 2.3% 0.9%
INTERPUBLIC GROUP OF COS INC 0.8% 2.5% 0.8%
OLD REPUBLIC INTL CORP 0.7% 2.1% 0.7%
VAIL RESORTS INC 0.5% 1.7% 0.5%

Position Highlights (Non-Overlapping Exposures)
DON Overweight Relative to OUSM
PACKAGING CORP OF AMERICA 1.0%
EVERGY, INC. 0.9%
INTERNATIONAL PAPER CO 0.8%
FRANKLIN RESOURCES INC 0.8%
ARES MANAGEMENT LP 0.8%
VIATRIS, INC. 0.8%
VIACOMCBS INC. CLASS B 0.8%
VISTRA ENERGY CORP. 0.8%
NETAPP INC 0.8%
FIDELITY NATIONAL FINANCIAL, INC - F 0.7%
DON Underweight Relative to OUSM
ENCOMPASS HEALTH CORPORATION -2.2%
AMDOCS LTD -2.2%
LINCOLN ELECTRIC HOLDINGS -2.1%
SMITH (A.O.) CORP -2.0%
HOULIHAN LOKEY, INC. CLASS A -2.0%
DOLBY LABORATORIES INC-CL A -2.0%
NATIONAL INSTRUMENTS CORP -2.0%
GRACO INC -1.9%
MAXIMUS INC -1.9%
DONALDSON CO INC -1.8%
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