Fund Overlap

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


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482

Number of overlapping holdings

68.4%

% of FNDX's 730 holdings also in DTD

59.4%

% of DTD's 813 holdings also in FNDX

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

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Company Weight
in FNDX
Weight
in DTD
Overlap
MICROSOFT CORP 3.0% 2.5% 2.5%
APPLE INC 4.7% 2.3% 2.3%
EXXON MOBIL CORP 1.7% 1.8% 1.7%
JPMORGAN CHASE & CO 1.9% 1.1% 1.1%
CHEVRON CORP 1.1% 1.1% 1.1%

Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to DTD
APPLE INC 2.3%
BERKSHIRE HATHAWAY INC-CL B 2.3%
META PLATFORMS INC 2.2%
INTEL CORP 1.8%
AMAZON.COM INC 1.5%
VERIZON COMMUNICATIONS INC 1.3%
ALPHABET INC. CLASS A 1.3%
ALPHABET INC. CLASS C 1.2%
JPMORGAN CHASE & CO 0.8%
WELLS FARGO & CO 0.8%
FNDX Underweight Relative to DTD
ABBVIE INC -0.6%
NVIDIA CORP -0.5%
ELI LILLY & CO -0.5%
COCA-COLA CO/THE -0.5%
PHILIP MORRIS INTERNATIONAL -0.4%
BROADCOM INC. -0.4%
MERCK & CO. INC. -0.3%
PIONEER NATURAL RESOURCES CO -0.2%
PEPSICO INC -0.2%
UNITED PARCEL SERVICE-CL B -0.2%
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