Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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285

Number of overlapping holdings

40.1%

% of FNDX's 729 holdings also in DLN

95.6%

% of DLN's 298 holdings also in FNDX

Overlap by Weight
Sector Drift (FNDX minus DLN)
Overlapping Holdings

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Company Weight
in FNDX
Weight
in DLN
Overlap
APPLE INC 4.3% 4.2% 4.2%
MICROSOFT CORP 2.7% 4.3% 2.7%
EXXON MOBIL CORP 2.0% 3.9% 2.0%
JPMORGAN CHASE & CO 2.0% 2.1% 2.0%
CHEVRON CORP 1.3% 2.5% 1.3%

Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to DLN
BERKSHIRE HATHAWAY INC-CL B 2.4%
META PLATFORMS INC 2.0%
INTEL CORP 1.6%
AMAZON.COM INC 1.3%
ALPHABET INC. CLASS A 1.3%
ALPHABET INC. CLASS C 1.2%
VERIZON COMMUNICATIONS INC 1.1%
GENERAL MOTORS CO 0.5%
WELLS FARGO & CO 0.4%
WALT DISNEY CO/THE 0.4%
FNDX Underweight Relative to DLN
EXXON MOBIL CORP -1.9%
ABBVIE INC -1.9%
MICROSOFT CORP -1.6%
COCA-COLA CO/THE -1.3%
CHEVRON CORP -1.2%
PHILIP MORRIS INTERNATIONAL -1.2%
BROADCOM INC. -1.2%
MERCK & CO. INC. -1.1%
ELI LILLY & CO -1.1%
NVIDIA CORP -1.1%
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