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
10
Number of overlapping holdings
9.0%
% of FENY's 118 holdings also in EQRR
20.0%
% of EQRR's 52 holdings also in FENY
Overlap by Weight
Sector Drift (FENY minus EQRR)
Overlapping Holdings
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Company | Weight in FENY |
Weight in EQRR |
Overlap | |
---|---|---|---|---|
MARATHON PETROLEUM | 3.6% | 3.3% | 3.3% | |
EXXON MOBIL CORP | 21.9% | 3.0% | 3.0% | |
PIONEER NATURAL RESOURCES CO | 2.9% | 3.0% | 2.9% | |
CONOCOPHILLIPS | 7.1% | 2.8% | 2.8% | |
EOG RESOURCES, INC. | 3.5% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
FENY Overweight Relative to EQRR
EXXON MOBIL CORP | 18.9% | |
CHEVRON CORP | 14.3% | |
CONOCOPHILLIPS | 4.3% | |
PHILLIPS 66 | 3.3% | |
WILLIAMS COS INC | 2.3% | |
ONEOK INC | 2.3% | |
OCCIDENTAL PETROLEUM CORP | 2.1% | |
CHENIERE ENERGY INC | 1.9% | |
KINDER MORGAN INC | 1.8% | |
HALLIBURTON CO | 1.7% |
FENY Underweight Relative to EQRR
LPL FINANCIAL HOLDINGS INC | -2.7% | |
WELLS FARGO & CO | -2.6% | |
JPMORGAN CHASE & CO | -2.6% | |
RAYMOND JAMES FINANCIAL INC | -2.5% | |
AMERICAN INTERNATIONAL GROUP | -2.5% | |
METLIFE INC | -2.5% | |
PRUDENTIAL FINANCIAL INC | -2.4% | |
BANK OF AMERICA CORP | -2.4% | |
HUNTINGTON BANCSHARES INC | -2.4% | |
M & T BANK CORP | -2.3% |