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   

20

Number of overlapping holdings

74.1%

% of DUSA's 27 holdings also in DWLD

57.1%

% of DWLD's 36 holdings also in DUSA

Overlap by Weight
Sector Drift (DUSA minus DWLD)
Overlapping Holdings

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Company Weight
in DUSA
Weight
in DWLD
Overlap
META PLATFORMS INC 7.8% 6.8% 6.8%
WELLS FARGO & CO 6.6% 5.8% 5.8%
BERKSHIRE HATHAWAY INC-CL B 9.5% 4.0% 4.0%
AMAZON.COM INC 5.5% 3.9% 3.9%
CAPITAL ONE FINANCIAL CORP 9.4% 3.8% 3.8%

Position Highlights (Non-Overlapping Exposures)
DUSA Overweight Relative to DWLD
CAPITAL ONE FINANCIAL CORP 5.6%
BERKSHIRE HATHAWAY INC-CL B 5.5%
ALPHABET INC. CLASS C 4.9%
US BANCORP 4.7%
MARKEL CORP 3.7%
BANK OF NEW YORK MELLON CORP 3.2%
JPMORGAN CHASE & CO 2.9%
CIGNA CORPORATION 2.3%
QUEST DIAGNOSTICS 2.1%
BANK OF AMERICA CORP 1.9%
DUSA Underweight Relative to DWLD
JULIUS BAER GRUPPE AG -5.3%
HOLLYSIS AUTOMATION TECHNOLO -4.4%
DANSKE BANK A/S -4.4%
PING AN INSURANCE GROUP CO-H -3.9%
PROSUS N.V. CLASS N -3.4%
ALIBABA GROUP HOLDING LTD. SPONSORED -2.6%
MEITUAN DIANPING -2.3%
SAMSUNG ELECTRONICS CO LTD -1.8%
DELIVERY HERO SE -1.7%
AIA GROUP LTD -1.7%
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