Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
52%
OVERLAP
BY WEIGHT
81
# OF OVERLAPPING
HOLDINGS
DRFG.TO
333
HOLDINGS
27%
ALSO IN DRFU.TO
DRFU.TO
103
HOLDINGS
82%
ALSO IN DRFG.TO
SECTOR DRIFT (DRFG.TO minus DRFU.TO)
OVERLAPPING HOLDINGS
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| Company | Weight in DRFG.TO |
Weight in DRFU.TO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 5.0% | 7.6% | 5.0% |
|
APPLE INC | 4.7% | 6.0% | 4.7% |
|
MICROSOFT CORP | 2.9% | 3.7% | 2.9% |
|
ALPHABET INC. CLASS C | 1.9% | 2.2% | 1.9% |
|
CISCO SYSTEMS INC | 1.9% | 2.2% | 1.9% |
DRFG.TO Overweight Relative to DRFU.TO
 |
SAMSUNG ELECTRONICS CO LTD | 2.3% |
|
QNITY ELECTRONICS INC | 1.4% |
|
VISA INC. CLASS A | 1.3% |
|
JABIL CIRCUIT INC | 1.2% |
 |
ABN AMRO GROUP N.V. SHS DEPOSITARY R | 1.1% |
 |
POWER CORP OF CANADA | 1.1% |
 |
STANDARD CHARTERED PLC | 1.1% |
 |
TELECOM ITALIA S.P.A. | 1.0% |
 |
HONGKONG LAND HOLDINGS LTD | 1.0% |
|
VODAFONE GROUP PLC | 0.9% |
DRFG.TO Underweight Relative to DRFU.TO
|
NVIDIA CORP | -2.6% |
|
ALPHABET INC. CLASS A | -1.7% |
|
GE VERONA | -1.6% |
|
JPMORGAN CHASE & CO | -1.3% |
|
KLA CORPORATION | -1.3% |
|
APPLE INC | -1.2% |
|
AMAZON.COM INC | -1.2% |
|
ANALOG DEVICES INC | -1.2% |
|
ELEVANCE HEALTH INC | -1.1% |
|
PFIZER INC | -1.1% |