Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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738
Number of overlapping holdings
31.6%
% of DFAU's 2389 holdings also in MFUS
93.2%
% of MFUS's 815 holdings also in DFAU
Overlap by Weight
Sector Drift (DFAU minus MFUS)
Overlapping Holdings
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| Company | Weight in DFAU |
Weight in MFUS |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 2.1% | 1.9% | 1.9% |
|
NVIDIA CORP | 5.5% | 1.7% | 1.7% |
|
ELI LILLY & CO | 1.4% | 2.2% | 1.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.4% | 1.9% | 1.4% |
|
ALPHABET INC. CLASS A | 1.6% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
DFAU Overweight Relative to MFUS
|
MICROSOFT CORP | 5.6% |
|
APPLE INC | 5.6% |
|
NVIDIA CORP | 3.8% |
|
AMAZON.COM INC | 1.7% |
|
ALPHABET INC. CLASS C | 1.4% |
|
UNITEDHEALTH GROUP INC | 1.0% |
|
TESLA MOTORS INC | 1.0% |
 |
LINDE PLC | 0.4% |
|
THERMO FISHER SCIENTIFIC INC | 0.4% |
|
ADVANCED MICRO DEVICES | 0.4% |
DFAU Underweight Relative to MFUS
|
WELLS FARGO & CO | -1.3% |
|
CITIGROUP INC | -1.2% |
|
WAL-MART STORES INC | -1.1% |
|
ELI LILLY & CO | -0.9% |
|
GE AEROSPACE | -0.8% |
|
INTL BUSINESS MACHINES CORP | -0.8% |
|
AT&T INC | -0.8% |
|
AMGEN INC | -0.7% |
|
CVS CAREMARK CORP | -0.7% |
|
ABBVIE INC | -0.6% |