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
146
Number of overlapping holdings
43.6%
% of APUE's 308 holdings also in AFLG
57.9%
% of AFLG's 250 holdings also in APUE
Overlap by Weight
Sector Drift (APUE minus AFLG)
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 APUE |
Weight in AFLG |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 5.9% | 7.5% | 5.9% |
|
MICROSOFT CORP | 5.8% | 4.9% | 4.9% |
|
NVIDIA CORP | 5.2% | 4.7% | 4.7% |
|
ALPHABET INC. CLASS A | 1.9% | 2.0% | 1.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.9% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
APUE Overweight Relative to AFLG
|
DIMENSIONAL US SMALL CAP ETF | 4.7% |
|
AMAZON.COM INC | 1.6% |
|
ALPHABET INC. CLASS C | 1.5% |
|
JPMORGAN CHASE & CO | 1.4% |
|
TESLA MOTORS INC | 1.1% |
|
MICROSOFT CORP | 1.0% |
|
ELI LILLY & CO | 0.9% |
|
UNITEDHEALTH GROUP INC | 0.8% |
|
META PLATFORMS INC | 0.8% |
|
HOME DEPOT INC | 0.6% |
APUE Underweight Relative to AFLG
|
APPLE INC | -1.6% |
|
UNIVERSAL HEALTH SERVICES-B | -1.1% |
|
HARTFORD FINANCIAL SVCS GRP | -1.0% |
|
VISTRA ENERGY CORP. | -0.8% |
|
NRG ENERGY INC | -0.8% |
|
RALPH LAUREN CORP | -0.7% |
|
ELEVANCE HEALTH INC | -0.7% |
|
COLGATE-PALMOLIVE CO | -0.6% |
|
RELIANCE STEEL & ALUMINUM | -0.6% |
|
CORESITE REALTY CORP | -0.6% |