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DVLU vs OFVIX

Shared holdings
10
DVLU covered by OFVIX
17.90%
OFVIX covered by DVLU
17.90%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DVLU (March 31, 2026)

SecurityWeight
TD SYNNEX CORP4.02%
GENERAL MOTORS CO3.43%
POPULAR INC3.37%
DELTA AIR LI3.07%
HCA HEALTHCARE INC3.03%
MCKESSON CORP2.97%
WESCO INTL2.96%
TENET HEALTHCARE CORP2.94%
CARDINAL HEALTH INC2.93%
CITIGROUP INC2.89%
APTIV PLC2.88%
INVESCO LTD2.75%
FIRST CITIZENS BANCSHARES INC CL A2.70%
JONES LANG LASALLE INC2.64%
UNITED AIRLINES HOLDINGS INC2.64%
SYNCHRONY FINANCIAL2.49%
ALCOA CORP2.37%
WELLS FARGO & CO2.30%
RAYMOND JAMES FINANCIAL INC.2.29%
CAPITAL ONE FINANCIAL CORP2.16%
BANK OF NEW YORK MELLON CORP2.14%
EXELIXIS INC2.06%
JABIL INC2.06%
DOLLAR GENERAL CORP2.02%
LEIDOS HOLDINGS INC2.02%
STIFEL FINANCIAL CORP1.97%
STEEL DYNAMICS INC1.95%
NRG ENERGY INC1.85%
CENCORA INC1.77%
ENTERGY CORP1.76%
JPMORGAN CHASE and CO1.59%
NEWMONT CORP1.55%
FERGUSON ENTERPRISES INC1.46%
UNITED THERAPEUTICS CORP DEL1.35%
INCYTE CORP1.34%
ACUITY INC1.25%
ENSIGN GROUP INC1.25%
CASEY'S GENERAL1.23%
NORTHROP GRUMMAN CORP1.21%
MORGAN STANLEY1.20%
CARLYLE GROUP INC (THE)1.20%
GOLDMAN SACHS GROUP INC1.10%
CBRE GROUP INC - CL A1.04%
EXPEDIA INC1.03%
CRH PLC0.99%
API GROUP CORP0.99%
CUMMINS INC0.96%
ALLEGION PLC0.95%
CHARLES RIVER LABS INTL INC0.94%
LAS VEGAS SANDS CORP0.87%

OFVIX (Jan. 31, 2026)

SecurityWeight
GENERAL MOTORS CO4.87%
TAPESTRY INC4.79%
HCA HEALTHCARE INC4.72%
ALTRIA GROUP INC4.65%
METLIFE INC4.18%
SYNCHRONY FINANCIAL4.04%
EBAY INC3.42%
KRAFT HEINZ CO/T3.28%
JABIL INC3.14%
NORTHERN TRUST CORP2.90%
COMCAST CORP CL A2.72%
DR HORTON INC2.58%
WELLS FARGO & CO2.22%
CHEVRON CORP2.16%
PFIZER INC2.13%
TRUIST FINL CORP2.02%
EOG RESOURCES INC2.01%
THE CIGNA GROUP1.91%
MEDTRONIC PLC1.88%
M&T BANK CORP1.88%
RELIANCE STEEL and ALUMINUM CO1.68%
EXXON MOBIL CORP1.65%
BANK OF AMERICA CORPORATION1.62%
VERIZON COMMUNICATIONS INC1.59%
VALERO ENERGY CORP1.58%
EXPEDIA INC1.49%
PRINCIPAL FINL GROUP INC1.48%
BANK OF NEW YORK MELLON CORP1.46%
PAYPAL HOLDINGS1.44%
STATE STREET CORP1.44%
TWILIO INC CLASS A1.39%
GENERAL MILLS INC1.38%
AMERICAN INTERNATIONAL GROUP1.36%
MARATHON PETROLEUM CORP1.29%
CARLISLE COS INC1.28%
CITIGROUP INC1.14%
DEVON ENERGY CORP1.08%
HP INC1.07%
UNITED PARCEL SERVICE INC CL B1.02%
NUCOR CORP0.95%
VERISIGN INC0.94%
REGIONS FINANCIAL CORP0.93%
PHILLIPS 660.91%
AFLAC INC0.88%
LYONDELLBASELL INDS CLASS A0.85%
APTIV PLC0.79%
KROGER CO0.70%
DOLLAR TREE INC0.68%
SOUTHWEST AIRLINES CO0.60%
NVR INC0.57%

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