Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

3

Number of overlapping holdings

4.9%

% of FINX's 61 holdings also in JFWD

8.8%

% of JFWD's 34 holdings also in FINX

Overlap by Weight
Sector Drift (FINX minus JFWD)
Overlapping Holdings

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Company Weight
in FINX
Weight
in JFWD
Overlap
BLOCK INC. 5.7% 4.8% 4.8%
COINBASE GLOBAL, INC. CLASS A 5.6% 2.8% 2.8%
SOFI TECHNOLOGIES INC 3.6% 2.6% 2.6%

Position Highlights (Non-Overlapping Exposures)
FINX Overweight Relative to JFWD
PAYPAL HOLDINGS INC 7.4%
FISERV, INC. 6.7%
FIDELITY NATIONAL INFORMATION SERVIC 6.0%
ADYEN NV 4.9%
INTUIT INC 4.9%
SS&C TECHNOLOGIES HOLDINGS 4.3%
AFFIRM HOLDINGS, INC. CLASS A 4.2%
XERO LIMITED 3.7%
TOAST, INC. CLASS A 3.7%
GLOBAL PAYMENTS INC. 3.2%
FINX Underweight Relative to JFWD
PORCH GROUP, INC. -7.0%
HARROW INC -5.2%
ZILLOW GROUP, INC. CLASS C -5.1%
ID SYSTEMS INC -5.0%
ALPHATEC HOLDINGS INC -4.8%
CAREDX, INC. -4.6%
ESPERION THERAPEUTICS INC -4.3%
DOXIMITY, INC. CLASS A -4.3%
DRAFTKINGS INC CLASS A -4.2%
CLOUDFLARE INC CLASS A -3.9%
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