Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
DRFU.TO
103
HOLDINGS
19%
ALSO IN TUED.TO
TUED.TO
65
HOLDINGS
51%
ALSO IN DRFU.TO
SECTOR DRIFT (DRFU.TO minus TUED.TO)
OVERLAPPING HOLDINGS
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| Company | Weight in DRFU.TO |
Weight in TUED.TO |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.6% | 9.6% | 7.6% |
|
APPLE INC | 6.0% | 5.1% | 5.1% |
|
MICROSOFT CORP | 3.7% | 3.9% | 3.7% |
|
ALPHABET INC. CLASS A | 3.3% | 6.7% | 3.3% |
|
BROADCOM INC. | 1.8% | 5.3% | 1.8% |
DRFU.TO Overweight Relative to TUED.TO
|
AMAZON.COM INC | 2.8% |
|
CISCO SYSTEMS INC | 2.2% |
|
ALPHABET INC. CLASS C | 2.2% |
|
WESTERN DIGITAL CORP | 1.8% |
|
ANALOG DEVICES INC | 1.5% |
|
CVS CAREMARK CORP | 1.4% |
|
CITIGROUP INC | 1.4% |
|
STATE STREET CORP | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
ELEVANCE HEALTH INC | 1.2% |
DRFU.TO Underweight Relative to TUED.TO
|
CATERPILLAR INC | -3.9% |
|
BROADCOM INC. | -3.4% |
|
ALPHABET INC. CLASS A | -3.3% |
|
CORNING INC | -3.2% |
 |
IMPERIAL OIL LTD | -3.1% |
|
GE VERONA | -2.9% |
|
BRIGHTSPRING HEALTH SERVICES, INC. | -2.5% |
|
JOHNSON & JOHNSON | -2.5% |
|
WELLTOWER, INC. | -2.2% |
|
CURTISS-WRIGHT CORP | -2.2% |