Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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374
Number of overlapping holdings
53.0%
% of FNDX's 738 holdings also in IVE
94.2%
% of IVE's 401 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus IVE)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in IVE |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.8% | 8.2% | 4.8% |
|
MICROSOFT CORP | 2.6% | 6.3% | 2.6% |
|
EXXON MOBIL CORP | 1.9% | 2.0% | 1.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% | 1.8% | 1.8% |
|
AMAZON.COM INC | 1.7% | 3.6% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to IVE
|
META PLATFORMS INC | 1.8% |
|
ALPHABET INC. CLASS A | 1.6% |
|
ALPHABET INC. CLASS C | 1.3% |
|
WAL-MART STORES INC | 1.0% |
|
BROADCOM INC. | 0.7% |
|
JPMORGAN CHASE & CO | 0.7% |
|
COSTCO WHOLESALE CORP | 0.7% |
|
INTL BUSINESS MACHINES CORP | 0.6% |
|
AT&T INC | 0.6% |
|
CITIGROUP INC | 0.5% |
FNDX Underweight Relative to IVE
|
MICROSOFT CORP | -3.8% |
|
APPLE INC | -3.4% |
|
AMAZON.COM INC | -2.0% |
|
UNITEDHEALTH GROUP INC | -0.9% |
 |
LINDE PLC | -0.8% |
|
PROCTER & GAMBLE CO/THE | -0.8% |
|
ADVANCED MICRO DEVICES | -0.7% |
|
COCA-COLA CO/THE | -0.6% |
|
THERMO FISHER SCIENTIFIC INC | -0.6% |
|
BLACKROCK INC | -0.6% |