Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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449

Number of overlapping holdings

91.1%

% of RWL's 495 holdings also in FNDX

63.8%

% of FNDX's 739 holdings also in RWL

Overlap by Weight
Sector Drift (RWL minus FNDX)
Overlapping Holdings

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Company Weight
in RWL
Weight
in FNDX
Overlap
BERKSHIRE HATHAWAY INC-CL B 2.3% 2.3% 2.3%
APPLE INC 2.2% 4.7% 2.2%
EXXON MOBIL CORP 1.9% 1.9% 1.9%
JPMORGAN CHASE & CO 1.6% 1.9% 1.6%
WAL-MART STORES INC 3.7% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
RWL Overweight Relative to FNDX
WAL-MART STORES INC 2.2%
MCKESSON CORP 2.0%
CENCORA INC 1.8%
CVS CAREMARK CORP 1.7%
AMAZON.COM INC 1.5%
CARDINAL HEALTH INC 1.3%
UNITEDHEALTH GROUP INC 1.0%
CIGNA CORPORATION 0.9%
CENTENE CORP 0.7%
COSTCO WHOLESALE CORP 0.7%
RWL Underweight Relative to FNDX
APPLE INC -2.5%
MICROSOFT CORP -1.1%
META PLATFORMS INC -1.0%
AT&T INC -0.7%
CISCO SYSTEMS INC -0.6%
INTEL CORP -0.5%
ALPHABET INC. CLASS A -0.5%
WELLS FARGO & CO -0.5%
JOHNSON & JOHNSON -0.5%
VERIZON COMMUNICATIONS INC -0.5%
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