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
440
Number of overlapping holdings
62.2%
% of FNDX's 748 holdings also in RWL
89.1%
% of RWL's 496 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus RWL)
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 RWL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.3% | 2.2% | 2.2% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% | 2.1% | 2.1% |
|
EXXON MOBIL CORP | 2.3% | 2.0% | 2.0% |
|
JPMORGAN CHASE & CO | 1.8% | 1.6% | 1.6% |
|
AMAZON.COM INC | 1.5% | 3.4% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to RWL
|
APPLE INC | 2.1% |
|
MICROSOFT CORP | 1.1% |
|
AT&T INC | 0.7% |
|
INTEL CORP | 0.7% |
|
META PLATFORMS INC | 0.7% |
|
JOHNSON & JOHNSON | 0.6% |
|
CISCO SYSTEMS INC | 0.5% |
|
VERIZON COMMUNICATIONS INC | 0.5% |
|
PFIZER INC | 0.5% |
|
ALPHABET INC. CLASS A | 0.4% |
FNDX Underweight Relative to RWL
|
WAL-MART STORES INC | -2.4% |
|
AMAZON.COM INC | -1.9% |
|
MCKESSON CORP | -1.8% |
|
CENCORA INC | -1.7% |
|
CARDINAL HEALTH INC | -1.2% |
|
UNITEDHEALTH GROUP INC | -1.1% |
|
CVS CAREMARK CORP | -1.0% |
|
COSTCO WHOLESALE CORP | -0.8% |
|
CIGNA CORPORATION | -0.8% |
|
CENTENE CORP | -0.6% |