Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
306
Number of overlapping holdings
42.8%
% of SCHX's 753 holdings also in APUE
91.6%
% of APUE's 335 holdings also in SCHX
Overlap by Weight
Sector Drift (SCHX minus APUE)
Overlapping Holdings
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Company | Weight in SCHX |
Weight in APUE |
Overlap | |
---|---|---|---|---|
APPLE INC | 6.5% | 6.0% | 6.0% | |
MICROSOFT CORP | 6.1% | 5.6% | 5.6% | |
NVIDIA CORP | 5.8% | 5.1% | 5.1% | |
AMAZON.COM INC | 3.2% | 3.1% | 3.1% | |
META PLATFORMS INC | 2.3% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SCHX Overweight Relative to APUE
NVIDIA CORP | 0.7% | |
APPLE INC | 0.6% | |
MICROSOFT CORP | 0.5% | |
WALT DISNEY CO/THE | 0.3% | |
COCA-COLA CO/THE | 0.3% | |
BOOKING HOLDINGS INC. | 0.3% | |
EXXON MOBIL CORP | 0.2% | |
MASTERCARD INCORPORATED CLASS A | 0.2% | |
SCHWAB (CHARLES) CORP | 0.2% | |
TESLA MOTORS INC | 0.2% |
SCHX Underweight Relative to APUE
DIMENSIONAL US SMALL CAP ETF | -4.7% | |
SIMON PROPERTY GROUP INC | -0.5% | |
AERCAP HOLDINGS NV | -0.4% | |
AFLAC INC | -0.4% | |
MURPHY USA, INC. | -0.4% | |
CHURCHILL DOWNS INC | -0.4% | |
WHITE MOUNTAINS INSURANCE GP | -0.4% | |
LINDE PLC | -0.4% | |
DECKERS OUTDOOR CORP | -0.4% | |
PULTE HOMES INC | -0.3% |