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
OVERLAP
68%
OVERLAP
BY WEIGHT
1190
# OF OVERLAPPING
HOLDINGS
DFAU
2168
HOLDINGS
57%
ALSO IN AVSU
AVSU
1364
HOLDINGS
92%
ALSO IN DFAU
SECTOR DRIFT (DFAU minus AVSU)
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 DFAU |
Weight in AVSU |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.1% | 6.5% | 6.5% |
|
NVIDIA CORP | 6.6% | 5.4% | 5.4% |
|
MICROSOFT CORP | 5.6% | 5.1% | 5.1% |
|
AMAZON.COM INC | 3.2% | 3.5% | 3.2% |
|
ALPHABET INC. CLASS A | 2.1% | 2.1% | 2.1% |
DFAU Overweight Relative to AVSU
|
TESLA MOTORS INC | 1.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.2% |
|
NVIDIA CORP | 1.2% |
|
EXXON MOBIL HOLDING CORP | 1.1% |
|
BROADCOM INC. | 0.8% |
|
APPLE INC | 0.6% |
|
CHEVRON CORP | 0.6% |
|
MICROSOFT CORP | 0.5% |
|
PHILIP MORRIS INTERNATIONAL | 0.4% |
|
CATERPILLAR INC | 0.3% |
DFAU Underweight Relative to AVSU
|
MICRON TECHNOLOGY INC | -0.8% |
|
META PLATFORMS INC | -0.6% |
|
APPLIED MATERIALS INC | -0.5% |
|
LAM RESEARCH CORP | -0.5% |
|
GILEAD SCIENCES INC | -0.4% |
|
KLA CORPORATION | -0.4% |
|
JPMORGAN CHASE & CO | -0.4% |
|
DEERE & CO | -0.4% |
|
GENERAL MOTORS CO | -0.3% |
|
AMAZON.COM INC | -0.3% |