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
13
Number of overlapping holdings
26.0%
% of DVLU's 51 holdings also in PFI
30.2%
% of PFI's 43 holdings also in DVLU
Overlap by Weight
Sector Drift (DVLU minus PFI)
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 DVLU |
Weight in PFI |
Overlap | |
|---|---|---|---|---|
 |
UNUM GROUP | 3.2% | 3.1% | 3.1% |
|
AXA EQUITABLE HOLDINGS, INC. | 3.1% | 2.1% | 2.1% |
|
CAPITAL ONE FINANCIAL CORP | 2.8% | 2.0% | 2.0% |
|
GOLDMAN SACHS GROUP INC | 2.2% | 1.9% | 1.9% |
|
WELLS FARGO & CO | 2.7% | 1.9% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
DVLU Overweight Relative to PFI
|
CITIGROUP INC | 3.1% |
|
ZIONS BANCORPORATION | 3.0% |
 |
POPULAR INC | 3.0% |
|
MOLSON COORS BREWING CO -B | 3.0% |
|
P G & E CORP | 2.9% |
|
COMERICA INC | 2.9% |
|
INGREDION INC | 2.8% |
|
AT&T INC | 2.8% |
|
JONES LANG LASALLE INC | 2.8% |
|
TRAVELERS COS INC/THE | 2.8% |
DVLU Underweight Relative to PFI
|
MASTERCARD INCORPORATED CLASS A | -6.5% |
|
PROGRESSIVE CORP | -6.3% |
|
AMERIPRISE FINANCIAL INC | -4.3% |
|
VISA INC. CLASS A | -4.0% |
|
JPMORGAN CHASE & CO | -3.4% |
|
MR. COOPER GROUP, INC. | -3.4% |
|
BROWN & BROWN INC | -3.1% |
|
AMERICAN EXPRESS CO | -2.7% |
|
INTERCONTINENTALEXCHANGE INC | -2.2% |
|
WELLTOWER, INC. | -2.2% |