Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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881
Number of overlapping holdings
36.6%
% of DFUS's 2492 holdings also in GUSA
91.5%
% of GUSA's 1012 holdings also in DFUS
Overlap by Weight
Sector Drift (DFUS minus GUSA)
Overlapping Holdings
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| Company | Weight in DFUS |
Weight in GUSA |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.4% | 6.3% | 6.3% |
|
NVIDIA CORP | 6.0% | 5.8% | 5.8% |
|
MICROSOFT CORP | 5.1% | 5.3% | 5.1% |
|
AMAZON.COM INC | 3.8% | 3.8% | 3.8% |
|
META PLATFORMS INC | 2.8% | 2.8% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
DFUS Overweight Relative to GUSA
|
BERKSHIRE HATHAWAY INC-CL B | 0.4% |
|
NVIDIA CORP | 0.2% |
 |
NXP SEMICONDUCTORS NV | 0.1% |
|
APPLE INC | 0.1% |
|
WILLIS TOWERS WATSON PUBLIC LIMITED | 0.1% |
|
TESLA MOTORS INC | 0.1% |
|
AMAZON.COM INC | 0.0% |
|
LIBERTY MEDIA CORPORATION SERIES C L | 0.0% |
|
INTERNATIONAL PAPER CO | 0.0% |
|
CRANE HOLDINGS, CO. | 0.0% |
DFUS Underweight Relative to GUSA
|
MICROSOFT CORP | -0.2% |
|
PROLOGIS INC | -0.2% |
 |
MERCADOLIBRE INC | -0.2% |
|
WELLTOWER, INC. | -0.2% |
|
EQUINIX INC | -0.2% |
|
AMERICAN TOWER CORP-CL A | -0.2% |
|
MICROSTRATEGY INC-CL A | -0.1% |
|
SIMON PROPERTY GROUP INC | -0.1% |
|
DIGITAL REALTY TRUST INC | -0.1% |
 |
PADDY POWER PLC | -0.1% |