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   

7

Number of overlapping holdings

5.1%

% of IYF's 140 holdings also in DUSA

25.9%

% of DUSA's 27 holdings also in IYF

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

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Company Weight
in IYF
Weight
in DUSA
Overlap
BERKSHIRE HATHAWAY INC-CL B 12.7% 9.7% 9.7%
WELLS FARGO & CO 4.0% 6.5% 4.0%
JPMORGAN CHASE & CO 9.3% 3.0% 3.0%
BANK OF AMERICA CORP 4.6% 1.8% 1.8%
US BANCORP 1.5% 4.7% 1.5%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DUSA
JPMORGAN CHASE & CO 6.4%
BERKSHIRE HATHAWAY INC-CL B 3.0%
S&P GLOBAL, INC. 2.8%
BANK OF AMERICA CORP 2.8%
MORGAN STANLEY 2.8%
GOLDMAN SACHS GROUP INC 2.7%
BLACKROCK INC 2.6%
SCHWAB (CHARLES) CORP 2.6%
CITIGROUP INC 2.3%
CHUBB LIMITED 2.2%
IYF Underweight Relative to DUSA
CAPITAL ONE FINANCIAL CORP -9.3%
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 -3.2%
APPLIED MATERIALS INC -2.9%
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