RDVY vs DFUS overlap
RDVY and DFUS overlap 22.0% by weight, across 71 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RDVY | DFUS | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.12% | 3.00% | 2.12% |
| Nvidia Corp.NVDA | 1.91% | 6.75% | 1.91% |
| META Platforms-aMETA | 1.50% | 1.77% | 1.50% |
| Microsoft Corp.MSFT | 1.45% | 4.99% | 1.45% |
| Apple Inc.AAPL | 1.44% | 6.45% | 1.44% |
| JPMorgan ChaseJPM | 1.90% | 1.37% | 1.37% |
| Micron TechMU | 1.83% | 1.35% | 1.35% |
| VISA Inc.-Class aV | 1.82% | 0.88% | 0.88% |
| Mastercard Inc.-aMA | 1.19% | 0.68% | 0.68% |
| Costco WholesaleCOST | 1.73% | 0.61% | 0.61% |
| Bank of AmericaBAC | 1.96% | 0.61% | 0.61% |
| Applied MaterialAMAT | 4.68% | 0.58% | 0.58% |
| General ElectricGE | 2.13% | 0.54% | 0.54% |
| LAM ResearchLRCX | 4.42% | 0.53% | 0.53% |
| GE Vernova Inc.GEV | 2.80% | 0.39% | 0.39% |
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: RDVY, SEC Form N-PORT, June 30, 2026; DFUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RDVY | DFUS |
|---|---|---|
| LPL Financial LLC | $2.8B | $279.2M |
| Morgan Stanley | $1.7B | $25.1M |
| Raymond James Financial Inc. | $1.0B | $139.8M |
| Wells Fargo & Company | $1.0B | $1.1M |
| Focus Partners Wealth | $4.2M | $773.8M |
| Ameriprise Financial Inc. | $761.4M | $957K |
| Bank of America Corp. | $604.6M | $145.2M |
| Cambridge Investment Research Advisors, Inc. | $560.0M | $54.3M |
| Maseco LLP | $718K | $603.9M |
| Commonwealth Equity Services, LLC | $459.5M | $130.4M |
| Envestnet Asset Management Inc. | $446.1M | $117.1M |
| Royal Bank of Canada | $437.1M | $114.5M |
| UBS Group AG | $437.6M | $18.3M |
| Root Financial Partners, LLC | $1.3M | $426.0M |
| Cetera Investment Advisers | $352.7M | $57.6M |
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: RDVY institutional holders, DFUS institutional holders.
Frequently asked questions
How much do RDVY and DFUS overlap?
22.0% by weight, with 71 holdings in common, using holdings for RDVY as of June 30, 2026 and DFUS as of July 31, 2026. The largest shared position is GOOGL.
Do institutions hold both RDVY and DFUS?
277 Form 13F filers report positions in both, out of 1,407 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%.