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% |