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   

243

Number of overlapping holdings

29.4%

% of DTD's 837 holdings also in JVAL

65.5%

% of JVAL's 387 holdings also in DTD

Overlap by Weight
Sector Drift (DTD minus JVAL)
Overlapping Holdings

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Company Weight
in DTD
Weight
in JVAL
Overlap
APPLE INC 3.2% 2.0% 2.0%
MICROSOFT CORP 3.1% 1.6% 1.6%
JOHNSON & JOHNSON 2.8% 1.4% 1.4%
META PLATFORMS INC 1.0% 2.1% 1.0%
INTL BUSINESS MACHINES CORP 1.0% 1.0% 1.0%

Position Highlights (Non-Overlapping Exposures)
DTD Overweight Relative to JVAL
JPMORGAN CHASE & CO 3.0%
EXXON MOBIL CORP 2.4%
NVIDIA CORP 2.1%
ABBVIE INC 2.0%
PEPSICO INC 1.5%
MICROSOFT CORP 1.5%
WAL-MART STORES INC 1.4%
JOHNSON & JOHNSON 1.4%
COCA-COLA CO/THE 1.4%
PHILIP MORRIS INTERNATIONAL 1.4%
DTD Underweight Relative to JVAL
BROADCOM INC. -2.0%
ALPHABET INC. CLASS A -1.3%
META PLATFORMS INC -1.1%
SALESFORCE.COM INC -0.9%
ADOBE SYSTEMS INC -0.7%
PFIZER INC -0.7%
ANALOG DEVICES INC -0.6%
MEDTRONIC PLC -0.6%
INTUIT INC -0.6%
CVS CAREMARK CORP -0.5%
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