Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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100
Number of overlapping holdings
14.1%
% of FNDX's 748 holdings also in PY
97.1%
% of PY's 105 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus PY)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in PY |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.3% | 4.2% | 4.2% |
|
MICROSOFT CORP | 2.5% | 3.4% | 2.5% |
|
EXXON MOBIL CORP | 2.3% | 1.7% | 1.7% |
|
CHEVRON CORP | 1.6% | 1.4% | 1.4% |
|
WELLS FARGO & CO | 1.1% | 1.4% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to PY
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% |
|
JPMORGAN CHASE & CO | 1.8% |
|
META PLATFORMS INC | 1.5% |
|
AMAZON.COM INC | 1.5% |
|
AT&T INC | 1.4% |
|
WAL-MART STORES INC | 1.3% |
|
ALPHABET INC. CLASS A | 1.3% |
|
VERIZON COMMUNICATIONS INC | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
JOHNSON & JOHNSON | 1.1% |
FNDX Underweight Relative to PY
|
NVIDIA CORP | -2.5% |
|
BROADCOM INC. | -2.3% |
|
EQT CORP | -1.0% |
|
RALPH LAUREN CORP | -0.9% |
|
MICROSOFT CORP | -0.9% |
|
AUTOMATIC DATA PROCESSING | -0.9% |
|
FOX CORPORATION CLASS A | -0.9% |
|
DEERE & CO | -0.9% |
|
TARGA RESOURCES CORP | -0.9% |
|
SNAP-ON INC | -0.9% |