SDY vs DFAU overlap
SDY and DFAU overlap 14.1% by weight, across 146 shared holdings.
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Top shared holdings
| Holding | SDY | DFAU | Overlap |
|---|---|---|---|
| Exxon Mobil Corp.XOM | 0.93% | 0.88% | 0.88% |
| Johnson&JohnsonJNJ | 0.99% | 0.73% | 0.73% |
| Abbvie Inc.ABBV | 1.62% | 0.54% | 0.54% |
| Procter & GamblePG | 1.25% | 0.49% | 0.49% |
| Chevron Corp.CVX | 1.27% | 0.46% | 0.46% |
| Coca-Cola Co/theKO | 1.26% | 0.46% | 0.46% |
| Caterpillar Inc.CAT | 0.47% | 0.45% | 0.45% |
| Microsoft Corp.MSFT | 0.36% | 5.09% | 0.36% |
| Verizon CommunicVZ | 2.14% | 0.34% | 0.34% |
| Texas InstrumentTXN | 1.55% | 0.32% | 0.32% |
| IBMIBM | 1.27% | 0.31% | 0.31% |
| Walmart Inc.WMT | 0.29% | 0.58% | 0.29% |
| Linde PLCLIN | 0.56% | 0.29% | 0.29% |
| Pepsico Inc.PEP | 1.33% | 0.25% | 0.25% |
| Qualcomm Inc.QCOM | 1.57% | 0.24% | 0.24% |
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: SDY, SEC Form N-PORT, June 30, 2026; DFAU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SDY | DFAU |
|---|---|---|
| Bank of America Corp. | $1.1B | $30.2M |
| Morgan Stanley | $746.6M | $2.2M |
| LPL Financial LLC | $462.7M | $58.3M |
| Raymond James Financial Inc. | $455.0M | $18.6M |
| Sequoia Financial Advisors, LLC | $3.3M | $393.2M |
| Wells Fargo & Company | $347.2M | $111K |
| Royal Bank of Canada | $310.3M | $25.4M |
| MAI Capital Management | $152.6M | $169.4M |
| UBS Group AG | $254.8M | $33.5M |
| OneDigital Investment Advisors LLC | $1.8M | $235.8M |
| JPMorgan Chase & Co | $210.9M | $22.9M |
| Sageworth Trust Co | $706K | $229.7M |
| Allworth Financial LP | $4.2M | $203.8M |
| Envestnet Asset Management Inc. | $169.2M | $38.2M |
| Focus Partners Wealth | $22.8M | $182.9M |
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: SDY institutional holders, DFAU institutional holders.
Frequently asked questions
How much do SDY and DFAU overlap?
14.1% by weight, with 146 holdings in common, using holdings for SDY as of June 30, 2026 and DFAU as of July 31, 2026. The largest shared position is XOM.
Do institutions hold both SDY and DFAU?
272 Form 13F filers report positions in both, out of 1,571 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%.