Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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223
Number of overlapping holdings
31.5%
% of FNDX's 748 holdings also in AVLV
75.3%
% of AVLV's 304 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus AVLV)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in AVLV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.3% | 3.9% | 3.9% |
|
EXXON MOBIL CORP | 2.3% | 2.5% | 2.3% |
|
JPMORGAN CHASE & CO | 1.8% | 3.0% | 1.8% |
|
CHEVRON CORP | 1.6% | 1.8% | 1.6% |
|
META PLATFORMS INC | 1.5% | 3.2% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to AVLV
|
MICROSOFT CORP | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% |
|
WAL-MART STORES INC | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
CVS CAREMARK CORP | 1.1% |
|
JOHNSON & JOHNSON | 1.0% |
|
BANK OF AMERICA CORP | 1.0% |
|
INTEL CORP | 1.0% |
|
CITIGROUP INC | 0.9% |
|
PROCTER & GAMBLE CO/THE | 0.9% |
FNDX Underweight Relative to AVLV
|
META PLATFORMS INC | -1.7% |
|
GILEAD SCIENCES INC | -1.3% |
|
JPMORGAN CHASE & CO | -1.3% |
|
PROGRESSIVE CORP | -1.2% |
|
CATERPILLAR INC | -1.2% |
|
DEERE & CO | -1.1% |
|
VISA INC. CLASS A | -1.1% |
|
AMAZON.COM INC | -1.1% |
|
TJX COMPANIES INC | -1.1% |
|
UNION PACIFIC CORP | -1.1% |