Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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157
Number of overlapping holdings
59.9%
% of ESG's 266 holdings also in DFVX
47.4%
% of DFVX's 334 holdings also in ESG
Overlap by Weight
Sector Drift (ESG minus DFVX)
Overlapping Holdings
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| Company | Weight in ESG |
Weight in DFVX |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 4.9% | 5.4% | 4.9% |
|
MICROSOFT CORP | 4.8% | 4.7% | 4.7% |
|
META PLATFORMS INC | 4.6% | 4.7% | 4.6% |
|
JPMORGAN CHASE & CO | 3.1% | 2.9% | 2.9% |
|
EXXON MOBIL CORP | 2.7% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to DFVX
|
APPLE INC | 5.0% |
|
TESLA MOTORS INC | 3.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.9% |
|
ELI LILLY & CO | 2.3% |
|
BROADCOM INC. | 1.3% |
|
MERCK & CO. INC. | 1.0% |
|
BANK OF AMERICA CORP | 1.0% |
|
MASTERCARD INCORPORATED CLASS A | 0.9% |
|
HOME DEPOT INC | 0.9% |
|
GOLDMAN SACHS GROUP INC | 0.8% |
ESG Underweight Relative to DFVX
|
ALPHABET INC. CLASS A | -2.6% |
|
AMERICAN EXPRESS CO | -0.9% |
|
ALPHABET INC. CLASS C | -0.8% |
|
HONEYWELL INTERNATIONAL INC | -0.8% |
|
AMGEN INC | -0.7% |
|
LOCKHEED MARTIN CORP | -0.7% |
|
COMCAST CORP-CL A | -0.7% |
|
ABBVIE INC | -0.7% |
|
CATERPILLAR INC | -0.7% |
|
AT&T INC | -0.7% |