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
223
Number of overlapping holdings
31.5%
% of FNDX's 747 holdings also in AVLV
75.3%
% of AVLV's 304 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus AVLV)
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 FNDX |
Weight in AVLV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 3.9% | 3.9% |
|
EXXON MOBIL CORP | 2.2% | 2.5% | 2.2% |
|
JPMORGAN CHASE & CO | 1.8% | 3.0% | 1.8% |
|
AT&T INC | 1.5% | 1.7% | 1.5% |
|
AMAZON.COM INC | 1.4% | 2.6% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to AVLV
|
MICROSOFT CORP | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% |
|
WAL-MART STORES INC | 1.5% |
|
CVS CAREMARK CORP | 1.1% |
|
UNITEDHEALTH GROUP INC | 1.1% |
|
JOHNSON & JOHNSON | 1.1% |
|
BANK OF AMERICA CORP | 1.0% |
|
PROCTER & GAMBLE CO/THE | 0.9% |
|
CITIGROUP INC | 0.9% |
|
INTEL CORP | 0.9% |
FNDX Underweight Relative to AVLV
|
META PLATFORMS INC | -1.8% |
|
GILEAD SCIENCES INC | -1.3% |
|
CATERPILLAR INC | -1.2% |
|
PROGRESSIVE CORP | -1.2% |
|
JPMORGAN CHASE & CO | -1.2% |
|
AMAZON.COM INC | -1.2% |
|
DEERE & CO | -1.1% |
|
VISA INC. CLASS A | -1.1% |
|
UNION PACIFIC CORP | -1.1% |
|
TJX COMPANIES INC | -1.1% |