Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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262
Number of overlapping holdings
48.9%
% of IUS's 538 holdings also in DFVX
76.6%
% of DFVX's 348 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus DFVX)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in DFVX |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.6% | 5.5% | 2.6% |
|
ALPHABET INC. CLASS A | 3.5% | 2.5% | 2.5% |
|
EXXON MOBIL CORP | 2.4% | 2.2% | 2.2% |
|
META PLATFORMS INC | 2.2% | 4.3% | 2.2% |
|
AMAZON.COM INC | 1.9% | 4.6% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to DFVX
|
APPLE INC | 4.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% |
|
CVS CAREMARK CORP | 1.3% |
|
ALPHABET INC. CLASS A | 1.0% |
|
AT&T INC | 0.9% |
|
HOME DEPOT INC | 0.9% |
|
BROADCOM INC. | 0.8% |
|
MCKESSON CORP | 0.8% |
|
RTX CORP | 0.7% |
|
NVIDIA CORP | 0.7% |
IUS Underweight Relative to DFVX
|
JPMORGAN CHASE & CO | -3.0% |
|
MICROSOFT CORP | -2.8% |
|
AMAZON.COM INC | -2.6% |
|
ALPHABET INC. CLASS C | -2.2% |
|
META PLATFORMS INC | -2.2% |
|
VISA INC. CLASS A | -1.1% |
|
JOHNSON & JOHNSON | -1.0% |
|
PROCTER & GAMBLE CO/THE | -0.9% |
|
ORACLE CORP | -0.7% |
|
INTL BUSINESS MACHINES CORP | -0.7% |