Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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275
Number of overlapping holdings
38.8%
% of FNDX's 732 holdings also in JVAL
79.9%
% of JVAL's 361 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus JVAL)
Overlapping Holdings
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Company | Weight in FNDX |
Weight in JVAL |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 2.6% | 2.0% | 2.0% | |
META PLATFORMS INC | 2.0% | 2.8% | 2.0% | |
APPLE INC | 3.5% | 1.7% | 1.7% | |
ALPHABET INC. CLASS A | 1.2% | 1.9% | 1.2% | |
UNITEDHEALTH GROUP INC | 1.0% | 1.6% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to JVAL
BERKSHIRE HATHAWAY INC-CL B | 2.2% | |
JPMORGAN CHASE & CO | 2.0% | |
EXXON MOBIL CORP | 1.9% | |
APPLE INC | 1.8% | |
AMAZON.COM INC | 1.4% | |
WELLS FARGO & CO | 1.3% | |
WAL-MART STORES INC | 1.2% | |
VERIZON COMMUNICATIONS INC | 1.2% | |
ALPHABET INC. CLASS C | 1.1% | |
BANK OF AMERICA CORP | 1.1% |
FNDX Underweight Relative to JVAL
BROADCOM INC. | -2.0% | |
SALESFORCE.COM INC | -1.2% | |
MERCK & CO. INC. | -0.9% | |
META PLATFORMS INC | -0.9% | |
INTUIT INC | -0.8% | |
ALPHABET INC. CLASS A | -0.7% | |
APPLIED MATERIALS INC | -0.6% | |
UNITEDHEALTH GROUP INC | -0.6% | |
LAM RESEARCH CORP | -0.5% | |
KLA-TENCOR CORPORATION | -0.5% |