Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
48.1%
% of DUSA's 27 holdings also in DFNL
48.1%
% of DFNL's 27 holdings also in DUSA
Overlap by Weight
Sector Drift (DUSA minus DFNL)
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 DUSA |
Weight in DFNL |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 10.6% | 8.0% | 8.0% |
|
CAPITAL ONE FINANCIAL CORP | 7.6% | 7.4% | 7.4% |
|
WELLS FARGO & CO | 5.6% | 5.2% | 5.2% |
|
MARKEL CORP | 4.0% | 6.5% | 4.0% |
 |
DBS GROUP HOLDINGS LTD | 3.3% | 4.7% | 3.3% |
Position Highlights (Non-Overlapping Exposures)
DUSA Overweight Relative to DFNL
|
META PLATFORMS INC | 10.4% |
|
AMAZON.COM INC | 8.4% |
|
ALPHABET INC. CLASS C | 4.6% |
|
CIGNA CORPORATION | 3.9% |
|
OWENS CORNING | 3.8% |
|
VIATRIS, INC. | 3.7% |
|
APPLIED MATERIALS INC | 3.3% |
|
MGM MIRAGE | 2.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.6% |
|
INTEL CORP | 2.4% |
DUSA Underweight Relative to DFNL
 |
JULIUS BAER GRUPPE AG | -6.2% |
|
CHUBB LIMITED | -5.7% |
|
FIFTH THIRD BANCORP | -4.8% |
|
PNC FINANCIAL SERVICES GROUP | -3.5% |
|
LOEWS CORP | -3.5% |
|
JPMORGAN CHASE & CO | -2.9% |
|
AMERICAN EXPRESS CO | -2.6% |
 |
DANSKE BANK A/S | -2.6% |
|
TRUIST FINANCIAL CORPORATION | -2.6% |
|
MARKEL CORP | -2.5% |