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
33%
OVERLAP
BY WEIGHT
21
# OF OVERLAPPING
HOLDINGS
DRUP
50
HOLDINGS
42%
ALSO IN DFNV
DFNV
102
HOLDINGS
21%
ALSO IN DRUP
SECTOR DRIFT (DRUP minus DFNV)
OVERLAPPING HOLDINGS
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| Company | Weight in DRUP |
Weight in DFNV |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 4.8% | 4.5% | 4.5% |
|
SALESFORCE.COM INC | 3.5% | 2.7% | 2.7% |
|
JOHNSON & JOHNSON | 3.5% | 2.7% | 2.7% |
|
ADOBE SYSTEMS INC | 2.7% | 2.5% | 2.5% |
|
SERVICENOW INC | 2.5% | 2.6% | 2.5% |
DRUP Overweight Relative to DFNV
|
MICROSOFT CORP | 9.2% |
|
META PLATFORMS INC | 6.8% |
|
ALPHABET INC. CLASS A | 4.9% |
|
APPLIED MATERIALS INC | 2.8% |
|
DANAHER CORP | 2.6% |
|
INTUITIVE SURGICAL INC | 2.4% |
|
TEXAS INSTRUMENTS INC | 2.4% |
|
KLA-TENCOR CORPORATION | 2.1% |
|
VERTEX PHARMACEUTICALS INC | 2.0% |
|
REGENERON PHARMACEUTICALS | 1.9% |
DRUP Underweight Relative to DFNV
|
APPLE INC | -9.4% |
|
ABBVIE INC | -2.6% |
|
MERCK & CO. INC. | -2.4% |
|
INTL BUSINESS MACHINES CORP | -2.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.1% |
|
INTUIT INC | -2.0% |
|
APPLOVIN CORP. CLASS A | -1.9% |
|
BRISTOL-MYERS SQUIBB CO | -1.8% |
|
GILEAD SCIENCES INC | -1.8% |
|
ARISTA NETWORKS, INC. | -1.8% |