Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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507
Number of overlapping holdings
71.7%
% of FNDX's 747 holdings also in IUSV
74.2%
% of IUSV's 697 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus IUSV)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in IUSV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 6.8% | 4.1% |
|
MICROSOFT CORP | 2.5% | 5.6% | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 2.1% | 2.1% |
|
EXXON MOBIL CORP | 2.2% | 2.0% | 2.0% |
|
AMAZON.COM INC | 1.4% | 2.9% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to IUSV
|
META PLATFORMS INC | 1.4% |
|
ALPHABET INC. CLASS A | 1.4% |
|
ALPHABET INC. CLASS C | 1.1% |
|
WAL-MART STORES INC | 1.0% |
|
CVS CAREMARK CORP | 0.8% |
|
COSTCO WHOLESALE CORP | 0.7% |
|
AT&T INC | 0.6% |
|
JPMORGAN CHASE & CO | 0.6% |
|
INTL BUSINESS MACHINES CORP | 0.6% |
|
VERIZON COMMUNICATIONS INC | 0.5% |
FNDX Underweight Relative to IUSV
|
MICROSOFT CORP | -3.1% |
|
APPLE INC | -2.7% |
|
AMAZON.COM INC | -1.5% |
 |
LINDE PLC | -0.9% |
|
PROCTER & GAMBLE CO/THE | -0.8% |
|
COCA-COLA CO/THE | -0.8% |
|
UNITEDHEALTH GROUP INC | -0.7% |
|
MCDONALD'S CORP | -0.5% |
|
BLACKROCK INC | -0.5% |
|
ADVANCED MICRO DEVICES | -0.5% |