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

4.4%

% of IYF's 138 holdings also in DUSA

27.3%

% of DUSA's 23 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 12.8% 9.6% 9.6%
WELLS FARGO & CO 3.9% 5.7% 3.9%
JPMORGAN CHASE & CO 10.0% 3.1% 3.1%
US BANCORP 1.3% 4.0% 1.3%
BANK OF NEW YORK MELLON CORP 0.9% 3.4% 0.9%

Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DUSA
JPMORGAN CHASE & CO 6.9%
BANK OF AMERICA CORP 4.6%
BERKSHIRE HATHAWAY INC-CL B 3.3%
GOLDMAN SACHS GROUP INC 3.0%
S&P GLOBAL, INC. 2.8%
PROGRESSIVE CORP 2.6%
CITIGROUP INC 2.4%
BLACKROCK INC 2.4%
MORGAN STANLEY 2.3%
SCHWAB (CHARLES) CORP 2.3%
IYF Underweight Relative to DUSA
META PLATFORMS INC -12.8%
CAPITAL ONE FINANCIAL CORP -9.9%
AMAZON.COM INC -8.1%
VIATRIS, INC. -4.8%
MGM MIRAGE -4.3%
APPLIED MATERIALS INC -4.3%
MARKEL CORP -4.2%
ALPHABET INC. CLASS C -3.9%
CIGNA CORPORATION -3.9%
OWENS CORNING -3.2%
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