Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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7
Number of overlapping holdings
7.1%
% of IYG's 102 holdings also in DUSA
26.9%
% of DUSA's 26 holdings also in IYG
Overlap by Weight
Sector Drift (IYG minus DUSA)
Overlapping Holdings
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| Company | Weight in IYG |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 14.0% | 9.8% | 9.8% |
|
WELLS FARGO & CO | 4.1% | 4.3% | 4.1% |
|
JPMORGAN CHASE & CO | 11.4% | 2.1% | 2.1% |
|
AMERICAN EXPRESS CO | 2.6% | 1.4% | 1.4% |
|
US BANCORP | 1.3% | 4.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IYG Overweight Relative to DUSA
|
JPMORGAN CHASE & CO | 9.3% |
|
VISA INC. CLASS A | 8.4% |
|
MASTERCARD INCORPORATED CLASS A | 7.0% |
|
BANK OF AMERICA CORP | 5.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 4.2% |
|
GOLDMAN SACHS GROUP INC | 3.1% |
|
MORGAN STANLEY | 2.7% |
|
S&P GLOBAL, INC. | 2.6% |
|
BLACKROCK INC | 2.4% |
|
CITIGROUP INC | 2.1% |
IYG Underweight Relative to DUSA
|
META PLATFORMS INC | -10.3% |
|
CAPITAL ONE FINANCIAL CORP | -8.5% |
|
AMAZON.COM INC | -6.7% |
|
HUMANA INC | -5.6% |
|
MARKEL CORP | -4.8% |
|
VIATRIS, INC. | -4.7% |
|
ALPHABET INC. CLASS C | -4.6% |
|
APPLIED MATERIALS INC | -4.1% |
|
MGM MIRAGE | -4.1% |
|
CIGNA CORPORATION | -3.9% |