Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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482
Number of overlapping holdings
89.9%
% of IUS's 538 holdings also in FNDX
68.2%
% of FNDX's 747 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus FNDX)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in FNDX |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.6% | 4.1% | 4.1% |
|
MICROSOFT CORP | 2.6% | 2.5% | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.6% | 2.4% | 2.4% |
|
EXXON MOBIL CORP | 2.4% | 2.2% | 2.2% |
|
WAL-MART STORES INC | 1.5% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to FNDX
|
ALPHABET INC. CLASS A | 2.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.2% |
|
META PLATFORMS INC | 0.8% |
|
MCKESSON CORP | 0.6% |
|
CENCORA INC | 0.5% |
|
AMAZON.COM INC | 0.5% |
|
CARDINAL HEALTH INC | 0.5% |
|
NVIDIA CORP | 0.5% |
|
VISA INC. CLASS A | 0.4% |
|
APPLE INC | 0.4% |
IUS Underweight Relative to FNDX
|
JPMORGAN CHASE & CO | -1.8% |
|
ALPHABET INC. CLASS C | -1.1% |
|
WELLS FARGO & CO | -1.0% |
|
BANK OF AMERICA CORP | -1.0% |
|
CITIGROUP INC | -0.9% |
|
INTEL CORP | -0.5% |
|
GOLDMAN SACHS GROUP INC | -0.5% |
|
CAPITAL ONE FINANCIAL CORP | -0.4% |
|
MORGAN STANLEY | -0.4% |
|
DUKE ENERGY CORP | -0.4% |