Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DRES vs FIDU
Shared holdings
28
DRES covered by FIDU
13.90%
FIDU covered by DRES
13.90%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 39 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
DRES (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| UNION PACIFIC CORP | 5.02% | |
| CSX CORP | 4.06% | |
| CLEAN HARBORS INC | 3.98% | |
| NORTHROP GRUMMAN CORP | 3.89% | |
| CARLISLE COS INC | 3.74% | |
| CONOCOPHILLIPS | 3.74% | |
| MARTIN MAR MTLS | 3.42% | |
| VULCAN MATERIALS CO | 3.23% | |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 3.12% | |
| EQT CORPORATION | 2.93% | |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC | 2.92% | |
| FLUOR CORP | 2.91% | |
| JACOBS SOLUTIONS INC | 2.79% | |
| MYR GROUP INC/DELAWARE | 2.73% | |
| EAGLE MATERIALS INC | 2.71% | |
| LOCKHEED MARTIN CORP | 2.70% | |
| TFI INTERNATIONA | 2.65% | |
| NUCOR CORP | 2.63% | |
| APPLIED INDU TEC | 2.59% | |
| EOG RESOURCES INC | 2.47% | |
| REGAL REXNORD CORP | 2.44% | |
| STEEL DYNAMICS INC | 2.36% | |
| ROCKWELL AUTOMATION INC | 2.32% | |
| OLD DOMINION FRT | 2.31% | |
| WESCO INTL | 2.28% | |
| ARCOSA INC | 2.27% | |
| SAIA INC | 2.18% | |
| ACUITY INC | 2.10% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 1.96% | |
| L3HARRIS TECHNOLOGIES INC | 1.96% | |
| HUBBELL INC | 1.94% | |
| ROPER TECHNOLOGIES INC | 1.87% | |
| FERGUSON ENTERPRISES INC | 1.81% | |
| AECOM | 1.78% | |
| UNITED RENTALS INC | 1.66% | |
| State Street Institutional Treasury Money Market Fund | 1.48% | |
| CH ROBINSON WORLDWIDE INC | 1.11% | |
| ALLEGION PLC | 1.07% | |
| FASTENAL CO | 0.91% |
FIDU (April 30, 2026)
| Security | Weight | |
|---|---|---|
| CATERPILLAR INC | 5.96% | |
| GENERAL ELECTRIC CO | 4.37% | |
| GE VERNOVA LLC | 4.20% | |
| RTX CORP | 3.38% | |
| BOEING CO/THE | 2.57% | |
| EATON CORP PLC | 2.41% | |
| UNION PACIFIC CORP | 2.29% | |
| DEERE & CO | 2.17% | |
| UBER TECHNOLOGIES INC | 2.11% | |
| HONEYWELL INTL INC | 1.95% | |
| VERTIV HOLDINGS CO | 1.71% | |
| PARKER HANNIFIN CORP | 1.64% | |
| TRANE TECHNOLOGIES PLC | 1.56% | |
| QUANTA SVCS INC | 1.55% | |
| LOCKHEED MARTIN CORP | 1.54% | |
| WASTE MANAGEMENT INC | 1.34% | |
| HOWMET AEROSPACE INC | 1.33% | |
| CUMMINS INC | 1.32% | |
| FEDEX CORP | 1.29% | |
| JOHNSON CONTROLS INTERNATIONAL PLC | 1.28% | |
| AUTOMATIC DATA PROCESSING INC | 1.23% | |
| CSX CORP | 1.21% | |
| UNITED PARCEL SERVICE INC CL B | 1.15% | |
| GENERAL DYNAMICS CORPORATION | 1.13% | |
| EMERSON ELECTRIC CO | 1.13% | |
| NORTHROP GRUMMAN CORP | 1.12% | |
| 3M CO | 1.11% | |
| ILLINOIS TOOL WORKS INC | 1.02% | |
| NORFOLK SOUTHERN CORP | 1.01% | |
| TRANSDIGM GROUP INC | 0.93% | |
| COMFORT SYSTEMS USA INC | 0.93% | |
| BLOOM ENERGY CORP CL A | 0.91% | |
| CINTAS CORP | 0.90% | |
| PACCAR INC | 0.89% | |
| UNITED RENTALS INC | 0.87% | |
| L3HARRIS TECHNOLOGIES INC | 0.86% | |
| AMETEK INC NEW | 0.78% | |
| WW GRAINGER INC | 0.75% | |
| FERGUSON ENTERPRISES INC | 0.75% | |
| FASTENAL CO | 0.74% | |
| CARRIER GLOBAL CORP | 0.73% | |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.66% | |
| ROCKWELL AUTOMATION INC | 0.66% | |
| REPUBLIC SVCS | 0.65% | |
| WASTE CONNECTIONS INC | 0.60% | |
| OLD DOMINION FRT | 0.57% | |
| EMCOR GROUP INC | 0.57% | |
| ROCKET LAB CORP | 0.57% | |
| INGERSOLL RAND INC | 0.45% | |
| DOVER CORP | 0.44% |
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