Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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484
Number of overlapping holdings
68.4%
% of FNDX's 740 holdings also in IUS
89.6%
% of IUS's 541 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus IUS)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in IUS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.4% | 4.8% | 4.4% |
|
MICROSOFT CORP | 2.4% | 2.7% | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% | 3.0% | 2.2% |
|
EXXON MOBIL CORP | 2.0% | 2.4% | 2.0% |
|
META PLATFORMS INC | 1.8% | 2.2% | 1.8% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to IUS
|
JPMORGAN CHASE & CO | 1.9% |
|
WELLS FARGO & CO | 1.2% |
|
BANK OF AMERICA CORP | 1.2% |
|
ALPHABET INC. CLASS C | 1.2% |
|
CITIGROUP INC | 1.1% |
|
GOLDMAN SACHS GROUP INC | 0.6% |
|
CAPITAL ONE FINANCIAL CORP | 0.4% |
|
INTEL CORP | 0.4% |
|
MORGAN STANLEY | 0.4% |
|
US BANCORP | 0.3% |
FNDX Underweight Relative to IUS
|
ALPHABET INC. CLASS A | -2.3% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.8% |
|
NVIDIA CORP | -0.6% |
|
AMAZON.COM INC | -0.6% |
|
MCKESSON CORP | -0.5% |
|
CHEVRON CORP | -0.5% |
|
EXXON MOBIL CORP | -0.4% |
|
TESLA MOTORS INC | -0.4% |
|
AMERISOURCEBERGEN CORP | -0.4% |
|
CARDINAL HEALTH INC | -0.4% |