Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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291
Number of overlapping holdings
41.2%
% of FNDX's 747 holdings also in QARP
84.3%
% of QARP's 352 holdings also in FNDX
Overlap by Weight
Sector Drift (FNDX minus QARP)
Overlapping Holdings
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| Company | Weight in FNDX |
Weight in QARP |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.1% | 5.2% | 4.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 5.6% | 2.4% |
|
EXXON MOBIL CORP | 2.2% | 2.9% | 2.2% |
|
MICROSOFT CORP | 2.5% | 1.9% | 1.9% |
|
WAL-MART STORES INC | 1.5% | 3.2% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
FNDX Overweight Relative to QARP
|
JPMORGAN CHASE & CO | 1.8% |
|
WELLS FARGO & CO | 1.0% |
|
BANK OF AMERICA CORP | 1.0% |
|
CVS CAREMARK CORP | 0.9% |
|
CITIGROUP INC | 0.9% |
|
INTEL CORP | 0.8% |
|
MICROSOFT CORP | 0.6% |
|
AT&T INC | 0.6% |
|
VERIZON COMMUNICATIONS INC | 0.6% |
|
INTL BUSINESS MACHINES CORP | 0.6% |
FNDX Underweight Relative to QARP
|
META PLATFORMS INC | -4.3% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.1% |
|
AMAZON.COM INC | -2.4% |
|
COSTCO WHOLESALE CORP | -1.8% |
|
VISA INC. CLASS A | -1.7% |
|
WAL-MART STORES INC | -1.6% |
|
JOHNSON & JOHNSON | -1.5% |
|
CISCO SYSTEMS INC | -1.4% |
|
MASTERCARD INCORPORATED CLASS A | -1.4% |
|
HOME DEPOT INC | -1.1% |