DFUV vs AVUS overlap
DFUV and AVUS overlap 43.6% by weight, across 1,118 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (DFUV: July 31, 2026, AVUS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | DFUV | AVUS | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 3.47% | 3.67% | 3.47% |
| Micron TechMU | 2.86% | 2.40% | 2.40% |
| JPMorgan ChaseJPM | 4.50% | 1.20% | 1.20% |
| Exxon Mobil Corp.XOM | 3.22% | 1.07% | 1.07% |
| Merck & CoMRK | 0.83% | 0.63% | 0.63% |
| Berkshire HATH-BBRK/B | 2.72% | 0.61% | 0.61% |
| Johnson&JohnsonJNJ | 2.86% | 0.58% | 0.58% |
| Intel Corp.INTC | 1.19% | 0.58% | 0.58% |
| Chevron Corp.CVX | 2.00% | 0.54% | 0.54% |
| Goldman Sachs GPGS | 1.04% | 0.52% | 0.52% |
| META Platforms-aMETA | 0.50% | 2.21% | 0.50% |
| Verizon CommunicVZ | 1.17% | 0.46% | 0.46% |
| ConocophillipsCOP | 0.82% | 0.41% | 0.41% |
| Wells Fargo & CoWFC | 0.99% | 0.41% | 0.41% |
| Bank of AmericaBAC | 1.33% | 0.41% | 0.41% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: DFUV, SEC Form N-PORT, July 31, 2026; AVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | DFUV | AVUS |
|---|---|---|
| Mercer Global Advisors Inc. | $2.4B | $125.8M |
| Focus Partners Wealth | $782.1M | $250.3M |
| Savant Capital, LLC | $839.1M | $83.9M |
| HighTower Advisors, LLC | $243.8M | $201.4M |
| Maseco LLP | $110.0M | $304.6M |
| LPL Financial LLC | $73.8M | $325.5M |
| Creative Planning | $267.6M | $120.2M |
| Corient Private Wealth LP | $209.1M | $141.0M |
| Focus Partners Advisor Solutions, LLC | $275.0M | $56.7M |
| Envestnet Asset Management Inc. | $37.5M | $257.3M |
| Northern Trust Corp. | $269.2M | $3.6M |
| Modera Wealth Management, LLC | $126.1M | $137.9M |
| Plancorp, LLC | $178.4M | $67.4M |
| Fifth Third Bancorp | $1.5M | $225.9M |
| Prime Capital Investment Advisors, LLC | $1.5M | $225.8M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: DFUV institutional holders, AVUS institutional holders.
Frequently asked questions
How much do DFUV and AVUS overlap?
43.6% by weight, with 1,118 holdings in common, using holdings for DFUV as of July 31, 2026 and AVUS as of May 31, 2026. The largest shared position is AMZN.
Do institutions hold both DFUV and AVUS?
293 Form 13F filers report positions in both, out of 1,088 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.