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   

6

Number of overlapping holdings

4.5%

% of IYF's 137 holdings also in DUSA

22.2%

% 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 12.5% 8.4% 8.4%
WELLS FARGO & CO 4.3% 3.4% 3.4%
US BANCORP 1.1% 6.3% 1.1%
BANK OF NEW YORK MELLON CORP 1.0% 2.6% 1.0%
JPMORGAN CHASE & CO 9.4% 0.9% 0.9%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DUSA
JPMORGAN CHASE & CO 8.5%
BANK OF AMERICA CORP 4.8%
BERKSHIRE HATHAWAY INC-CL B 4.1%
GOLDMAN SACHS GROUP INC 3.0%
PROGRESSIVE CORP 2.9%
S&P GLOBAL, INC. 2.8%
MORGAN STANLEY 2.4%
SCHWAB (CHARLES) CORP 2.4%
BLACKROCK INC 2.4%
CITIGROUP INC 2.4%
IYF Underweight Relative to DUSA
CAPITAL ONE FINANCIAL CORP -9.6%
META PLATFORMS INC -9.6%
CVS CAREMARK CORP -6.0%
MGM MIRAGE -6.0%
AMAZON.COM INC -5.9%
US BANCORP -5.2%
MARKEL CORP -5.0%
APPLIED MATERIALS INC -4.6%
ALPHABET INC. CLASS C -4.1%
VIATRIS, INC. -3.3%
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