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
86%
OVERLAP
BY WEIGHT
820
# OF OVERLAPPING
HOLDINGS
IYY
960
HOLDINGS
89%
ALSO IN DFAU
DFAU
2169
HOLDINGS
39%
ALSO IN IYY
SECTOR DRIFT (IYY minus DFAU)
OVERLAPPING HOLDINGS
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| Company | Weight in IYY |
Weight in DFAU |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.1% | 6.9% | 6.9% |
|
APPLE INC | 6.4% | 6.4% | 6.4% |
|
MICROSOFT CORP | 4.4% | 4.6% | 4.4% |
|
AMAZON.COM INC | 3.4% | 3.3% | 3.3% |
|
ALPHABET INC. CLASS A | 3.1% | 2.9% | 2.9% |
IYY Overweight Relative to DFAU
|
BROADCOM INC. | 0.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.2% |
|
ADVANCED MICRO DEVICES | 0.2% |
|
NVIDIA CORP | 0.2% |
|
ALPHABET INC. CLASS A | 0.2% |
|
WELLTOWER, INC. | 0.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.2% |
|
PALO ALTO NETWORKS INC | 0.2% |
|
PROLOGIS INC | 0.2% |
|
EQUINIX INC | 0.2% |
IYY Underweight Relative to DFAU
|
SANDISK CORP | -0.3% |
|
MICROSOFT CORP | -0.2% |
 |
CRH PLC | -0.1% |
|
MICRON TECHNOLOGY INC | -0.1% |
|
CARNIVAL CORP | -0.1% |
|
DELTA AIR LINES INC | -0.1% |
|
WESTERN DIGITAL CORP | -0.1% |
|
META PLATFORMS INC | -0.1% |
|
LUMENTUM HOLDINGS INC | -0.1% |
|
VERIZON COMMUNICATIONS INC | -0.1% |