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   

18

Number of overlapping holdings

21.4%

% of DYNF's 90 holdings also in HAPY

24.3%

% of HAPY's 76 holdings also in DYNF

Overlap by Weight
Sector Drift (DYNF minus HAPY)
Overlapping Holdings

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Company Weight
in DYNF
Weight
in HAPY
Overlap
TRAVELERS COS INC/THE 2.1% 1.5% 1.5%
PROCTER & GAMBLE CO/THE 2.2% 1.5% 1.5%
MICROSOFT CORP 7.2% 1.4% 1.4%
ALPHABET INC. CLASS A 2.8% 1.3% 1.3%
MASTERCARD INCORPORATED CLASS A 1.3% 1.4% 1.3%

Position Highlights (Non-Overlapping Exposures)
DYNF Overweight Relative to HAPY
APPLE INC 7.9%
MICROSOFT CORP 5.8%
NVIDIA CORP 5.8%
AMAZON.COM INC 4.3%
META PLATFORMS INC 4.2%
BANK OF AMERICA CORP 3.9%
COSTCO WHOLESALE CORP 3.6%
CISCO SYSTEMS INC 3.3%
JPMORGAN CHASE & CO 2.9%
HARTFORD FINANCIAL SVCS GRP 2.2%
DYNF Underweight Relative to HAPY
MERCK & CO. INC. -1.6%
AES CORP -1.6%
COLGATE-PALMOLIVE CO -1.6%
MARKETAXESS HOLDINGS INC -1.5%
BUNGE GLOBAL SA -1.5%
CBOE HOLDINGS INC -1.5%
TEXAS INSTRUMENTS INC -1.5%
ROPER TECHNOLOGIES, INC. -1.5%
INTUIT INC -1.5%
HANOVER INSURANCE GROUP INC/ -1.4%
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