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   

12

Number of overlapping holdings

12.4%

% of DVY's 100 holdings also in IAT

35.3%

% of IAT's 34 holdings also in DVY

Overlap by Weight
Sector Drift (DVY minus IAT)
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 DVY
Weight
in IAT
Overlap
KEYCORP 1.5% 3.4% 1.5%
TRUIST FINANCIAL CORPORATION 1.4% 11.1% 1.4%
REGIONS FINANCIAL CORP 1.4% 4.2% 1.4%
US BANCORP 1.3% 13.9% 1.3%
HUNTINGTON BANCSHARES INC 1.3% 4.8% 1.3%

Position Highlights (Non-Overlapping Exposures)
DVY Overweight Relative to IAT
ALTRIA GROUP INC 2.6%
FORD MOTOR CO 2.3%
VERIZON COMMUNICATIONS INC 2.1%
EDISON INTERNATIONAL 2.1%
PFIZER INC 2.0%
LYONDELLBASELL INDU-CL A 1.7%
EVERSOURCE ENERGY 1.6%
DOMINION RESOURCES INC/VA 1.5%
PRUDENTIAL FINANCIAL INC 1.5%
FIRSTENERGY CORP 1.5%
DVY Underweight Relative to IAT
PNC FINANCIAL SERVICES GROUP -14.1%
US BANCORP -12.6%
TRUIST FINANCIAL CORPORATION -9.8%
M & T BANK CORP -6.2%
HUNTINGTON BANCSHARES INC -3.5%
FIFTH THIRD BANCORP -3.5%
REGIONS FINANCIAL CORP -2.8%
EAST WEST BANCORP INC -2.7%
CITIZENS FINANCIAL GROUP, INC. -2.6%
SOUTH STATE CORP -1.9%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY