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

9.6%

% of XLF's 73 holdings also in DUSA

25.9%

% of DUSA's 27 holdings also in XLF

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

Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.


Company Weight
in XLF
Weight
in DUSA
Overlap
BERKSHIRE HATHAWAY INC-CL B 14.2% 8.4% 8.4%
WELLS FARGO & CO 3.5% 3.4% 3.4%
CAPITAL ONE FINANCIAL CORP 1.0% 9.6% 1.0%
AMERICAN EXPRESS CO 2.2% 1.0% 1.0%
JPMORGAN CHASE & CO 10.1% 0.9% 0.9%

Position Highlights (Non-Overlapping Exposures)
XLF Overweight Relative to DUSA
JPMORGAN CHASE & CO 9.2%
VISA INC. CLASS A 8.6%
MASTERCARD INCORPORATED CLASS A 6.5%
BERKSHIRE HATHAWAY INC-CL B 5.8%
BANK OF AMERICA CORP 3.9%
GOLDMAN SACHS GROUP INC 2.5%
PROGRESSIVE CORP 2.4%
S&P GLOBAL, INC. 2.3%
MORGAN STANLEY 2.1%
SCHWAB (CHARLES) CORP 2.0%
XLF Underweight Relative to DUSA
META PLATFORMS INC -9.6%
CAPITAL ONE FINANCIAL CORP -8.6%
CVS CAREMARK CORP -6.0%
MGM MIRAGE -6.0%
AMAZON.COM INC -5.9%
MARKEL CORP -5.4%
US BANCORP -5.4%
APPLIED MATERIALS INC -4.6%
ALPHABET INC. CLASS C -4.1%
VIATRIS, INC. -3.3%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY