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
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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |