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% |