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
1198
Number of overlapping holdings
51.5%
% of DFAU's 2394 holdings also in AVSU
95.2%
% of AVSU's 1287 holdings also in DFAU
Overlap by Weight
Sector Drift (DFAU minus AVSU)
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 DFAU |
Weight in AVSU |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.3% | 5.3% | 5.3% |
|
MICROSOFT CORP | 5.2% | 5.3% | 5.2% |
|
NVIDIA CORP | 6.1% | 2.7% | 2.7% |
|
AMAZON.COM INC | 2.9% | 2.3% | 2.3% |
|
META PLATFORMS INC | 2.3% | 2.5% | 2.3% |
Position Highlights (Non-Overlapping Exposures)
DFAU Overweight Relative to AVSU
|
NVIDIA CORP | 3.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
EXXON MOBIL CORP | 1.0% |
|
APPLE INC | 0.9% |
|
ELI LILLY & CO | 0.8% |
|
AMAZON.COM INC | 0.6% |
|
UNITEDHEALTH GROUP INC | 0.5% |
|
CHEVRON CORP | 0.5% |
|
CATERPILLAR INC | 0.4% |
 |
LINDE PLC | 0.4% |
DFAU Underweight Relative to AVSU
|
VERTEX PHARMACEUTICALS INC | -0.5% |
|
LAM RESEARCH CORP | -0.5% |
 |
MERCADOLIBRE INC | -0.4% |
|
APPLIED MATERIALS INC | -0.4% |
|
KLA CORPORATION | -0.4% |
|
TJX COMPANIES INC | -0.3% |
|
UNION PACIFIC CORP | -0.3% |
|
GOLDMAN SACHS GROUP INC | -0.3% |
|
FEDEX CORP | -0.3% |
|
COSTCO WHOLESALE CORP | -0.3% |