Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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9

Number of overlapping holdings

2.3%

% of FNCL's 394 holdings also in DUSA

33.3%

% of DUSA's 27 holdings also in FNCL

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

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Company Weight
in FNCL
Weight
in DUSA
Overlap
BERKSHIRE HATHAWAY INC-CL B 8.3% 9.7% 8.3%
WELLS FARGO & CO 3.6% 6.5% 3.6%
JPMORGAN CHASE & CO 8.5% 3.0% 3.0%
BANK OF AMERICA CORP 5.3% 1.8% 1.8%
AMERICAN EXPRESS CO 2.3% 1.6% 1.6%

Position Highlights (Non-Overlapping Exposures)
FNCL Overweight Relative to DUSA
JPMORGAN CHASE & CO 5.6%
BANK OF AMERICA CORP 3.5%
S&P GLOBAL, INC. 2.6%
MORGAN STANLEY 2.6%
GOLDMAN SACHS GROUP INC 2.5%
BLACKROCK INC 2.4%
SCHWAB (CHARLES) CORP 2.3%
CITIGROUP INC 2.1%
CHUBB LIMITED 2.0%
MARSH & MCLENNAN COS 1.8%
FNCL Underweight Relative to DUSA
CAPITAL ONE FINANCIAL CORP -8.4%
ALPHABET INC. CLASS C -8.2%
META PLATFORMS INC -6.5%
AMAZON.COM INC -5.6%
CIGNA CORPORATION -4.6%
DBS GROUP HOLDINGS LTD -3.9%
VIATRIS, INC. -3.7%
MARKEL CORP -3.6%
US BANCORP -3.3%
APPLIED MATERIALS INC -2.9%
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