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
5.2%
% of IYF's 138 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 | 13.4% | 10.5% | 10.5% |
|
WELLS FARGO & CO | 3.8% | 5.5% | 3.8% |
|
JPMORGAN CHASE & CO | 9.1% | 2.9% | 2.9% |
|
BANK OF AMERICA CORP | 4.4% | 1.4% | 1.4% |
|
US BANCORP | 1.3% | 3.1% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DUSA
|
JPMORGAN CHASE & CO | 6.1% |
|
BANK OF AMERICA CORP | 3.1% |
|
S&P GLOBAL, INC. | 3.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.9% |
|
GOLDMAN SACHS GROUP INC | 2.7% |
|
MORGAN STANLEY | 2.5% |
|
BLACKROCK INC | 2.5% |
|
MARSH & MCLENNAN COS | 2.4% |
|
CHUBB LIMITED | 2.2% |
|
PROGRESSIVE CORP | 2.1% |
IYF Underweight Relative to DUSA
|
META PLATFORMS INC | -10.7% |
|
AMAZON.COM INC | -7.5% |
|
CAPITAL ONE FINANCIAL CORP | -7.3% |
|
ALPHABET INC. CLASS C | -4.6% |
|
CIGNA CORPORATION | -4.1% |
|
OWENS CORNING | -4.0% |
|
VIATRIS, INC. | -3.9% |
|
MARKEL CORP | -3.5% |
|
APPLIED MATERIALS INC | -3.5% |
 |
DBS GROUP HOLDINGS LTD | -3.4% |