Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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579
Number of overlapping holdings
82.2%
% of FNDX's 745 holdings also in IWD
70.7%
% of IWD's 869 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus IWD)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in IWD |
Overlap | |
|---|---|---|---|---|
 |
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 4.0% | 2.4% |
|
EXXON MOBIL CORP | 2.1% | 1.9% | 1.9% |
|
JPMORGAN CHASE & CO | 1.9% | 2.9% | 1.9% |
|
WAL-MART STORES INC | 1.5% | 1.8% | 1.5% |
|
JOHNSON & JOHNSON | 1.1% | 1.5% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to IWD
|
APPLE INC | 4.1% |
|
MICROSOFT CORP | 2.9% |
|
META PLATFORMS INC | 1.6% |
|
AMAZON.COM INC | 1.5% |
|
ALPHABET INC. CLASS A | 1.4% |
|
ALPHABET INC. CLASS C | 1.2% |
|
CVS CAREMARK CORP | 0.7% |
|
COSTCO WHOLESALE CORP | 0.7% |
|
AT&T INC | 0.6% |
|
BROADCOM INC. | 0.6% |
FNDX Underweight Relative to IWD
|
BERKSHIRE HATHAWAY INC-CL B | -1.6% |
|
JPMORGAN CHASE & CO | -1.0% |
 |
LINDE PLC | -0.9% |
|
GE AEROSPACE | -0.6% |
|
BLACKROCK INC | -0.6% |
|
BOSTON SCIENTIFIC CORP | -0.5% |
|
PHILIP MORRIS INTERNATIONAL | -0.5% |
|
ABBOTT LABORATORIES | -0.5% |
|
JOHNSON & JOHNSON | -0.5% |
|
S&P GLOBAL, INC. | -0.5% |