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
277
Number of overlapping holdings
39.3%
% of FNDX's 730 holdings also in JVAL
80.5%
% of JVAL's 351 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus JVAL)
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 JVAL |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.0% | 2.2% | 2.2% |
|
META PLATFORMS INC | 2.2% | 2.3% | 2.2% |
|
APPLE INC | 4.7% | 2.0% | 2.0% |
|
ALPHABET INC. CLASS A | 1.3% | 2.0% | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.3% | 2.0% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to JVAL
|
APPLE INC | 2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.3% |
|
JPMORGAN CHASE & CO | 1.9% |
|
EXXON MOBIL CORP | 1.7% |
|
AMAZON.COM INC | 1.5% |
|
VERIZON COMMUNICATIONS INC | 1.3% |
|
ALPHABET INC. CLASS C | 1.2% |
|
WAL-MART STORES INC | 1.2% |
|
WELLS FARGO & CO | 1.1% |
|
BANK OF AMERICA CORP | 1.1% |
FNDX Underweight Relative to JVAL
|
BROADCOM INC. | -1.3% |
|
SALESFORCE.COM INC | -0.9% |
|
UNITEDHEALTH GROUP INC | -0.8% |
|
MERCK & CO. INC. | -0.8% |
|
ALPHABET INC. CLASS A | -0.7% |
|
INTUIT INC | -0.7% |
|
JOHNSON & JOHNSON | -0.5% |
|
TEXAS INSTRUMENTS INC | -0.5% |
|
ANALOG DEVICES INC | -0.5% |
|
ORACLE CORP | -0.5% |