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
25.0%
% of DUSA's 24 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% | 9.5% | 9.5% |
|
WELLS FARGO & CO | 3.8% | 4.8% | 3.8% |
|
JPMORGAN CHASE & CO | 9.9% | 2.2% | 2.2% |
|
US BANCORP | 1.4% | 3.8% | 1.4% |
|
BANK OF NEW YORK MELLON CORP | 0.9% | 3.0% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
IYF Overweight Relative to DUSA
|
JPMORGAN CHASE & CO | 7.7% |
|
BANK OF AMERICA CORP | 4.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
GOLDMAN SACHS GROUP INC | 3.0% |
|
S&P GLOBAL, INC. | 2.9% |
|
PROGRESSIVE CORP | 2.5% |
|
CITIGROUP INC | 2.4% |
|
BLACKROCK INC | 2.4% |
|
MORGAN STANLEY | 2.3% |
|
MARSH & MCLENNAN COS | 2.1% |
IYF Underweight Relative to DUSA
|
META PLATFORMS INC | -11.7% |
|
CAPITAL ONE FINANCIAL CORP | -9.1% |
|
AMAZON.COM INC | -8.4% |
|
HUMANA INC | -5.3% |
|
ALPHABET INC. CLASS C | -5.1% |
|
APPLIED MATERIALS INC | -4.9% |
|
MARKEL CORP | -4.4% |
|
MGM MIRAGE | -4.1% |
|
CIGNA CORPORATION | -4.0% |
|
VIATRIS, INC. | -3.9% |