Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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284
Number of overlapping holdings
40.1%
% of FNDX's 740 holdings also in JVAL
78.0%
% of JVAL's 378 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus JVAL)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in JVAL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.4% | 2.0% | 2.0% |
|
MICROSOFT CORP | 2.4% | 1.8% | 1.8% |
|
META PLATFORMS INC | 1.8% | 1.8% | 1.8% |
|
ALPHABET INC. CLASS A | 1.3% | 1.8% | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.2% | 1.9% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to JVAL
|
APPLE INC | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
EXXON MOBIL CORP | 2.0% |
|
JPMORGAN CHASE & CO | 1.9% |
|
AMAZON.COM INC | 1.5% |
|
WAL-MART STORES INC | 1.5% |
|
WELLS FARGO & CO | 1.2% |
|
ALPHABET INC. CLASS C | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.1% |
|
BANK OF AMERICA CORP | 0.8% |
FNDX Underweight Relative to JVAL
|
BROADCOM INC. | -0.9% |
|
SALESFORCE.COM INC | -0.7% |
|
ADOBE SYSTEMS INC | -0.7% |
|
INTUIT INC | -0.7% |
|
UNITEDHEALTH GROUP INC | -0.7% |
|
APPLIED MATERIALS INC | -0.5% |
|
TEXAS INSTRUMENTS INC | -0.5% |
|
MERCK & CO. INC. | -0.5% |
|
KLA CORPORATION | -0.5% |
|
ALPHABET INC. CLASS A | -0.5% |