Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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1203
Number of overlapping holdings
51.7%
% of DFAU's 2391 holdings also in AVSU
95.6%
% of AVSU's 1287 holdings also in DFAU
Overlap by Weight
Sector Drift (DFAU minus AVSU)
Overlapping Holdings
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| Company | Weight in DFAU |
Weight in AVSU |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.0% | 5.3% | 5.3% |
|
MICROSOFT CORP | 5.1% | 5.3% | 5.1% |
|
NVIDIA CORP | 6.2% | 2.7% | 2.7% |
|
AMAZON.COM INC | 3.2% | 2.3% | 2.3% |
|
META PLATFORMS INC | 2.2% | 2.5% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
DFAU Overweight Relative to AVSU
|
NVIDIA CORP | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
EXXON MOBIL CORP | 1.0% |
|
AMAZON.COM INC | 0.8% |
|
APPLE INC | 0.6% |
|
TESLA MOTORS INC | 0.6% |
|
ELI LILLY & CO | 0.6% |
|
UNITEDHEALTH GROUP INC | 0.6% |
|
CHEVRON CORP | 0.5% |
|
WELLS FARGO & CO | 0.4% |
DFAU Underweight Relative to AVSU
|
VERTEX PHARMACEUTICALS INC | -0.5% |
 |
MERCADOLIBRE INC | -0.4% |
|
APPLIED MATERIALS INC | -0.4% |
|
KLA CORPORATION | -0.4% |
|
LAM RESEARCH CORP | -0.3% |
|
TJX COMPANIES INC | -0.3% |
|
UNION PACIFIC CORP | -0.3% |
|
MERCK & CO. INC. | -0.3% |
|
MICRON TECHNOLOGY INC | -0.3% |
|
GOLDMAN SACHS GROUP INC | -0.3% |