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
25%
OVERLAP
BY WEIGHT
24
# OF OVERLAPPING
HOLDINGS
PY
101
HOLDINGS
24%
ALSO IN DVAL
DVAL
100
HOLDINGS
25%
ALSO IN PY
SECTOR DRIFT (PY minus DVAL)
OVERLAPPING HOLDINGS
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| Company | Weight in PY |
Weight in DVAL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 9.1% | 3.2% | 3.2% |
|
AMAZON.COM INC | 3.1% | 2.9% | 2.9% |
|
PROCTER & GAMBLE CO/THE | 2.1% | 2.0% | 2.0% |
|
BANK OF AMERICA CORP | 1.7% | 3.5% | 1.7% |
|
MARATHON PETROLEUM | 1.3% | 1.6% | 1.3% |
PY Overweight Relative to DVAL
|
APPLE INC | 6.0% |
|
UNITEDHEALTH GROUP INC | 2.0% |
|
VISA INC. CLASS A | 1.9% |
|
MERCK & CO. INC. | 1.7% |
|
JOHNSON & JOHNSON | 1.6% |
|
COCA-COLA CO/THE | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.4% |
|
CHEVRON CORP | 1.3% |
|
LOCKHEED MARTIN CORP | 1.3% |
|
CHUBB LIMITED | 1.2% |
PY Underweight Relative to DVAL
|
UNITED PARCEL SERVICE-CL B | -4.0% |
|
WELLS FARGO & CO | -3.5% |
|
GE AEROSPACE | -3.2% |
|
CISCO SYSTEMS INC | -3.1% |
|
ELEVANCE HEALTH INC | -2.5% |
|
MICROSOFT CORP | -2.4% |
|
CIGNA CORPORATION | -2.2% |
|
AT&T INC | -2.1% |
|
TRUIST FINANCIAL CORPORATION | -2.0% |
|
BANK OF AMERICA CORP | -1.8% |