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
OVERLAP
73%
OVERLAP
BY WEIGHT
466
# OF OVERLAPPING
HOLDINGS
FNDX
739
HOLDINGS
67%
ALSO IN IUS
IUS
532
HOLDINGS
88%
ALSO IN FNDX
SECTOR DRIFT (FNDX minus IUS)
OVERLAPPING HOLDINGS
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| Company | Weight in FNDX |
Weight in IUS |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.0% | 4.4% | 4.0% |
|
MICROSOFT CORP | 3.0% | 3.4% | 3.0% |
|
EXXON MOBIL CORP | 2.0% | 2.3% | 2.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% | 2.4% | 1.8% |
|
ALPHABET INC. CLASS A | 1.7% | 4.8% | 1.7% |
FNDX Overweight Relative to IUS
|
JPMORGAN CHASE & CO | 1.8% |
|
ALPHABET INC. CLASS C | 1.4% |
|
BANK OF AMERICA CORP | 1.1% |
|
CITIGROUP INC | 1.1% |
|
WELLS FARGO & CO | 1.0% |
|
CAPITAL ONE FINANCIAL CORP | 0.7% |
|
GOLDMAN SACHS GROUP INC | 0.6% |
|
MORGAN STANLEY | 0.4% |
|
INTEL CORP | 0.4% |
|
DUKE ENERGY CORP | 0.3% |
FNDX Underweight Relative to IUS
|
ALPHABET INC. CLASS A | -3.1% |
|
NVIDIA CORP | -1.6% |
|
META PLATFORMS INC | -1.2% |
|
AMAZON.COM INC | -1.0% |
|
UNITEDHEALTH GROUP INC | -0.6% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.6% |
|
MCKESSON CORP | -0.4% |
|
CENCORA INC | -0.4% |
|
MICROSOFT CORP | -0.4% |
 |
MEDTRONIC PLC | -0.4% |