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
79
Number of overlapping holdings
23.9%
% of DFLV's 338 holdings also in ULVM
64.2%
% of ULVM's 126 holdings also in DFLV
Overlap by Weight
Sector Drift (DFLV minus ULVM)
Overlapping Holdings
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| Company | Weight in DFLV |
Weight in ULVM |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 1.7% | 1.7% |
|
JPMORGAN CHASE & CO | 4.9% | 1.2% | 1.2% |
|
GOLDMAN SACHS GROUP INC | 1.2% | 1.0% | 1.0% |
|
AT&T INC | 1.4% | 0.9% | 0.9% |
|
WELLS FARGO & CO | 1.4% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
DFLV Overweight Relative to ULVM
|
EXXON MOBIL CORP | 3.9% |
|
JPMORGAN CHASE & CO | 3.7% |
|
CHEVRON CORP | 2.1% |
|
CISCO SYSTEMS INC | 1.8% |
|
COMCAST CORP-CL A | 1.4% |
|
JOHNSON & JOHNSON | 1.2% |
|
CONOCOPHILLIPS | 1.2% |
|
UNITEDHEALTH GROUP INC | 1.1% |
|
SALESFORCE.COM INC | 1.1% |
|
MORGAN STANLEY | 1.0% |
DFLV Underweight Relative to ULVM
|
LOEWS CORP | -1.3% |
|
DUKE ENERGY CORP | -1.2% |
|
AMERISOURCEBERGEN CORP | -1.2% |
|
MCKESSON CORP | -1.2% |
|
CONSOLIDATED EDISON INC | -1.1% |
|
SS&C TECHNOLOGIES HOLDINGS | -1.1% |
|
AMPHENOL CORP-CL A | -1.1% |
|
ENTERGY CORP | -1.0% |
|
COSTCO WHOLESALE CORP | -1.0% |
|
VICI PROPERTIES INC | -1.0% |