Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
73%
OVERLAP
BY WEIGHT
466
# OF OVERLAPPING
HOLDINGS
IUS
532
HOLDINGS
88%
ALSO IN FNDX
FNDX
740
HOLDINGS
67%
ALSO IN IUS
SECTOR DRIFT (IUS minus FNDX)
OVERLAPPING HOLDINGS
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| Company | Weight in IUS |
Weight in FNDX |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.5% | 4.2% | 4.2% |
|
MICROSOFT CORP | 3.6% | 3.2% | 3.2% |
|
EXXON MOBIL CORP | 2.3% | 2.0% | 2.0% |
|
META PLATFORMS INC | 2.9% | 1.8% | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.4% | 1.8% | 1.8% |
IUS Overweight Relative to FNDX
|
ALPHABET INC. CLASS A | 3.2% |
|
NVIDIA CORP | 1.6% |
|
META PLATFORMS INC | 1.1% |
|
AMAZON.COM INC | 1.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 0.6% |
|
UNITEDHEALTH GROUP INC | 0.5% |
|
MCKESSON CORP | 0.4% |
|
CENCORA INC | 0.4% |
 |
MEDTRONIC PLC | 0.4% |
 |
LINDE PLC | 0.4% |
IUS Underweight Relative to FNDX
|
JPMORGAN CHASE & CO | -1.9% |
|
ALPHABET INC. CLASS C | -1.4% |
|
CITIGROUP INC | -1.1% |
|
BANK OF AMERICA CORP | -1.0% |
|
WELLS FARGO & CO | -1.0% |
|
CAPITAL ONE FINANCIAL CORP | -0.6% |
|
GOLDMAN SACHS GROUP INC | -0.6% |
|
MORGAN STANLEY | -0.4% |
|
INTEL CORP | -0.4% |
|
DUKE ENERGY CORP | -0.3% |