Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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266
Number of overlapping holdings
37.7%
% of FNDX's 738 holdings also in DFVX
89.6%
% of DFVX's 302 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus DFVX)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in DFVX |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.6% | 4.9% | 2.6% |
|
JPMORGAN CHASE & CO | 2.0% | 3.1% | 2.0% |
|
EXXON MOBIL CORP | 1.9% | 2.5% | 1.9% |
|
META PLATFORMS INC | 1.8% | 5.9% | 1.8% |
|
AMAZON.COM INC | 1.7% | 6.6% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to DFVX
|
APPLE INC | 4.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
BANK OF AMERICA CORP | 1.2% |
|
WELLS FARGO & CO | 1.2% |
|
ALPHABET INC. CLASS A | 1.2% |
|
CITIGROUP INC | 1.1% |
|
ALPHABET INC. CLASS C | 1.0% |
|
WAL-MART STORES INC | 0.9% |
|
INTEL CORP | 0.8% |
|
HOME DEPOT INC | 0.8% |
FNDX Underweight Relative to DFVX
|
AMAZON.COM INC | -4.9% |
|
META PLATFORMS INC | -4.1% |
|
MICROSOFT CORP | -2.3% |
|
JOHNSON & JOHNSON | -1.4% |
|
VISA INC. CLASS A | -1.3% |
|
JPMORGAN CHASE & CO | -1.1% |
|
CATERPILLAR INC | -1.1% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
|
PEPSICO INC | -0.8% |
|
ABBVIE INC | -0.7% |