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   

9

Number of overlapping holdings

2.4%

% of VFH's 398 holdings also in DUSA

40.9%

% of DUSA's 21 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 8.3% 11.3% 8.3%
JPMORGAN CHASE & CO 7.9% 3.3% 3.3%
WELLS FARGO & CO 2.8% 5.9% 2.8%
BANK OF AMERICA CORP 3.8% 1.5% 1.5%
AMERICAN EXPRESS CO 1.8% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
VFH Overweight Relative to DUSA
VISA INC. CLASS A 6.4%
MASTERCARD INCORPORATED CLASS A 6.1%
JPMORGAN CHASE & CO 4.6%
S&P GLOBAL, INC. 2.4%
BANK OF AMERICA CORP 2.2%
GOLDMAN SACHS GROUP INC 2.0%
BLACKROCK INC 1.9%
MARSH & MCLENNAN COS 1.7%
MORGAN STANLEY 1.7%
PROGRESSIVE CORP 1.7%
VFH Underweight Relative to DUSA
META PLATFORMS INC -12.7%
CAPITAL ONE FINANCIAL CORP -9.4%
AMAZON.COM INC -8.8%
MARKEL CORP -5.8%
MGM MIRAGE -5.3%
ALPHABET INC. CLASS C -5.0%
VIATRIS, INC. -4.9%
CIGNA CORPORATION -4.3%
APPLIED MATERIALS INC -3.9%
OWENS CORNING -3.6%
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