Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
289
Number of overlapping holdings
40.9%
% of FNDX's 748 holdings also in JVAL
77.9%
% of JVAL's 387 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus JVAL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in FNDX |
Weight in JVAL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.3% | 2.0% | 2.0% |
|
MICROSOFT CORP | 2.5% | 1.6% | 1.6% |
|
META PLATFORMS INC | 1.5% | 2.1% | 1.5% |
|
ALPHABET INC. CLASS A | 1.3% | 2.1% | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.2% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to JVAL
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% |
|
APPLE INC | 2.3% |
|
EXXON MOBIL CORP | 2.3% |
|
JPMORGAN CHASE & CO | 1.8% |
|
AMAZON.COM INC | 1.5% |
|
WAL-MART STORES INC | 1.3% |
|
ALPHABET INC. CLASS C | 1.1% |
|
WELLS FARGO & CO | 1.1% |
|
VERIZON COMMUNICATIONS INC | 1.0% |
|
PROCTER & GAMBLE CO/THE | 0.9% |
FNDX Underweight Relative to JVAL
|
BROADCOM INC. | -1.6% |
|
SALESFORCE.COM INC | -0.9% |
|
ALPHABET INC. CLASS A | -0.8% |
|
ORACLE CORP | -0.6% |
|
META PLATFORMS INC | -0.6% |
|
INTUIT INC | -0.6% |
 |
MEDTRONIC PLC | -0.6% |
|
ADOBE SYSTEMS INC | -0.5% |
|
INTL BUSINESS MACHINES CORP | -0.5% |
|
TEXAS INSTRUMENTS INC | -0.5% |