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
75%
OVERLAP
BY WEIGHT
664
# OF OVERLAPPING
HOLDINGS
FNDX
731
HOLDINGS
96%
ALSO IN VLU
VLU
1442
HOLDINGS
47%
ALSO IN FNDX
SECTOR DRIFT (FNDX minus VLU)
OVERLAPPING HOLDINGS
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| Company | Weight in FNDX |
Weight in VLU |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 2.9% | 2.0% | 2.0% |
|
APPLE INC | 4.4% | 1.8% | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% | 2.0% | 1.8% |
|
EXXON MOBIL CORP | 2.2% | 1.7% | 1.7% |
|
ALPHABET INC. CLASS C | 1.6% | 1.8% | 1.6% |
FNDX Overweight Relative to VLU
|
APPLE INC | 2.7% |
|
ALPHABET INC. CLASS A | 1.2% |
|
MICROSOFT CORP | 0.9% |
|
INTEL CORP | 0.6% |
|
PROCTER & GAMBLE CO/THE | 0.5% |
|
UNITEDHEALTH GROUP INC | 0.5% |
|
EXXON MOBIL CORP | 0.5% |
|
ABBVIE INC | 0.4% |
|
AT&T INC | 0.4% |
|
JOHNSON & JOHNSON | 0.3% |
FNDX Underweight Relative to VLU
|
AMAZON.COM INC | -1.8% |
|
VERIZON COMMUNICATIONS INC | -0.5% |
|
WAL-MART STORES INC | -0.5% |
|
CENCORA INC | -0.4% |
|
BANK OF AMERICA CORP | -0.4% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -0.4% |
|
TESLA MOTORS INC | -0.4% |
|
DELTA AIR LINES INC | -0.3% |
|
TRUIST FINANCIAL CORPORATION | -0.3% |
|
NVIDIA CORP | -0.3% |