Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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110
Number of overlapping holdings
15.5%
% of FNDX's 740 holdings also in PY
97.3%
% of PY's 114 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 | 4.4% | 4.4% | 4.4% |
|
MICROSOFT CORP | 2.4% | 4.0% | 2.4% |
|
EXXON MOBIL CORP | 2.0% | 1.9% | 1.9% |
|
CHEVRON CORP | 1.2% | 1.3% | 1.2% |
|
BANK OF AMERICA CORP | 1.2% | 1.5% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to PY
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
JPMORGAN CHASE & CO | 1.9% |
|
META PLATFORMS INC | 1.8% |
|
WAL-MART STORES INC | 1.5% |
|
ALPHABET INC. CLASS A | 1.3% |
|
AT&T INC | 1.3% |
|
WELLS FARGO & CO | 1.2% |
|
UNITEDHEALTH GROUP INC | 1.2% |
|
VERIZON COMMUNICATIONS INC | 1.2% |
|
ALPHABET INC. CLASS C | 1.2% |
FNDX Underweight Relative to PY
|
BROADCOM INC. | -2.0% |
|
MICROSOFT CORP | -1.6% |
 |
LINDE PLC | -1.2% |
|
QUALCOMM INC | -1.0% |
|
PULTE HOMES INC | -0.9% |
|
INTERCONTINENTALEXCHANGE INC | -0.9% |
|
ANALOG DEVICES INC | -0.9% |
|
FIFTH THIRD BANCORP | -0.9% |
|
PARKER HANNIFIN CORP | -0.9% |
|
HARTFORD FINANCIAL SVCS GRP | -0.8% |