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   

8

Number of overlapping holdings

2.1%

% of VFH's 408 holdings also in DUSA

29.6%

% of DUSA's 27 holdings also in VFH

Overlap by Weight
Sector Drift (VFH minus DUSA)
Overlapping Holdings

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Company Weight
in VFH
Weight
in DUSA
Overlap
BERKSHIRE HATHAWAY INC-CL B 9.1% 8.4% 8.4%
WELLS FARGO & CO 3.1% 3.4% 3.1%
AMERICAN EXPRESS CO 2.0% 1.0% 1.0%
JPMORGAN CHASE & CO 9.0% 0.9% 0.9%
CAPITAL ONE FINANCIAL CORP 0.9% 9.6% 0.9%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to DUSA
JPMORGAN CHASE & CO 8.1%
MASTERCARD INCORPORATED CLASS A 5.8%
VISA INC. CLASS A 4.7%
BANK OF AMERICA CORP 3.6%
GOLDMAN SACHS GROUP INC 2.3%
PROGRESSIVE CORP 2.1%
S&P GLOBAL, INC. 2.0%
MORGAN STANLEY 1.8%
SCHWAB (CHARLES) CORP 1.8%
BLACKROCK INC 1.7%
VFH Underweight Relative to DUSA
META PLATFORMS INC -9.6%
CAPITAL ONE FINANCIAL CORP -8.7%
CVS CAREMARK CORP -6.0%
MGM MIRAGE -6.0%
AMAZON.COM INC -5.9%
US BANCORP -5.5%
MARKEL CORP -5.1%
APPLIED MATERIALS INC -4.6%
ALPHABET INC. CLASS C -4.1%
VIATRIS, INC. -3.3%
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