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
221
Number of overlapping holdings
31.2%
% of FNDX's 740 holdings also in AVLV
73.7%
% of AVLV's 305 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus AVLV)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FNDX |
Weight in AVLV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.4% | 3.4% | 3.4% |
|
EXXON MOBIL CORP | 2.0% | 2.3% | 2.0% |
|
JPMORGAN CHASE & CO | 1.9% | 2.7% | 1.9% |
|
META PLATFORMS INC | 1.8% | 2.7% | 1.8% |
|
AMAZON.COM INC | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to AVLV
|
MICROSOFT CORP | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
BANK OF AMERICA CORP | 1.2% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
CITIGROUP INC | 1.1% |
|
APPLE INC | 1.0% |
|
INTEL CORP | 0.9% |
|
CISCO SYSTEMS INC | 0.8% |
|
HOME DEPOT INC | 0.8% |
|
PROCTER & GAMBLE CO/THE | 0.8% |
FNDX Underweight Relative to AVLV
|
COSTCO WHOLESALE CORP | -1.7% |
|
CATERPILLAR INC | -1.2% |
|
APPLIED MATERIALS INC | -1.1% |
|
JOHNSON & JOHNSON | -1.1% |
|
LAM RESEARCH CORP | -1.0% |
|
UNION PACIFIC CORP | -0.9% |
|
META PLATFORMS INC | -0.9% |
|
QUALCOMM INC | -0.8% |
|
DEERE & CO | -0.8% |
|
TJX COMPANIES INC | -0.8% |