NUDV vs DURA overlap
NUDV and DURA overlap 18.9% by weight, across 19 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | NUDV | DURA | Overlap |
|---|---|---|---|
| Coca-Cola Co/theKO | 2.71% | 5.02% | 2.71% |
| Merck & CoMRK | 2.36% | 5.39% | 2.36% |
| Union PAC Corp.UNP | 2.01% | 2.10% | 2.01% |
| Verizon CommunicVZ | 2.00% | 4.17% | 2.00% |
| At&T Inc.T | 1.65% | 3.52% | 1.65% |
| Gilead SciencesGILD | 1.21% | 2.04% | 1.21% |
| Starbucks Corp.SBUX | 1.17% | 1.73% | 1.17% |
| NXP SemiconductoNXPI | 1.16% | 0.81% | 0.81% |
| CONS Edison Inc.ED | 1.37% | 0.74% | 0.74% |
| Sysco Corp.SYY | 1.32% | 0.60% | 0.60% |
| M&T Bank Corp.MTB | 0.94% | 0.60% | 0.60% |
| LOWE'S COS Inc.LOW | 0.51% | 1.41% | 0.51% |
| YUM! Brands Inc.YUM | 1.38% | 0.49% | 0.49% |
| PPG INDS Inc.PPG | 1.05% | 0.43% | 0.43% |
| Blackrock Inc.BLK | 0.43% | 1.75% | 0.43% |
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: NUDV, SEC Form N-PORT, July 31, 2026; DURA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | NUDV | DURA |
|---|---|---|
| Citadel Advisors LLC | $1.4M | $375K |
| Osaic Holdings, Inc. | $84K | $1.5M |
| Morgan Stanley | $67 | $39K |
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: NUDV institutional holders, DURA institutional holders.
Frequently asked questions
How much do NUDV and DURA overlap?
18.9% by weight, with 19 holdings in common, using holdings for NUDV as of July 31, 2026 and DURA as of June 30, 2026. The largest shared position is KO.
Do institutions hold both NUDV and DURA?
3 Form 13F filers report positions in both, out of 47 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%.