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   

483

Number of overlapping holdings

68.7%

% of FNDX's 730 holdings also in IUS

88.8%

% of IUS's 544 holdings also in FNDX

Overlap by Weight
Sector Drift (FNDX minus IUS)
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 IUS
Overlap
APPLE INC 3.9% 3.9% 3.9%
MICROSOFT CORP 2.8% 3.1% 2.8%
META PLATFORMS INC 2.4% 3.6% 2.4%
EXXON MOBIL CORP 1.6% 2.1% 1.6%
AMAZON.COM INC 1.5% 2.2% 1.5%

Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to IUS
JPMORGAN CHASE & CO 2.0%
BERKSHIRE HATHAWAY INC-CL B 1.8%
WELLS FARGO & CO 1.3%
CITIGROUP INC 1.2%
BANK OF AMERICA CORP 1.2%
ALPHABET INC. CLASS C 1.1%
INTEL CORP 0.6%
GOLDMAN SACHS GROUP INC 0.5%
CAPITAL ONE FINANCIAL CORP 0.4%
MORGAN STANLEY 0.3%
FNDX Underweight Relative to IUS
ALPHABET INC. CLASS A -2.5%
META PLATFORMS INC -1.2%
AMAZON.COM INC -0.6%
MARATHON PETROLEUM -0.6%
MCKESSON CORP -0.6%
EXXON MOBIL CORP -0.5%
DELL TECHNOLOGIES INC CLASS C -0.5%
LINDE PLC -0.5%
AMERISOURCEBERGEN CORP -0.4%
NVIDIA CORP -0.4%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY