Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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268
Number of overlapping holdings
53.6%
% of SPY's 503 holdings also in APUE
89.0%
% of APUE's 303 holdings also in SPY
Overlap by Weight
Sector Drift (SPY minus APUE)
Overlapping Holdings
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| Company | Weight in SPY |
Weight in APUE |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.0% | 6.2% | 6.2% |
|
APPLE INC | 6.1% | 5.4% | 5.4% |
|
NVIDIA CORP | 5.1% | 4.4% | 4.4% |
|
AMAZON.COM INC | 3.9% | 3.6% | 3.6% |
|
ALPHABET INC. CLASS A | 2.3% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
SPY Overweight Relative to APUE
|
MICROSOFT CORP | 0.8% |
|
APPLE INC | 0.7% |
|
NVIDIA CORP | 0.7% |
|
COCA-COLA CO/THE | 0.3% |
|
BOOKING HOLDINGS INC. | 0.3% |
|
AMAZON.COM INC | 0.3% |
|
CHEVRON CORP | 0.2% |
|
MERCK & CO. INC. | 0.2% |
|
PHILIP MORRIS INTERNATIONAL | 0.2% |
|
EXXON MOBIL CORP | 0.2% |
SPY Underweight Relative to APUE
|
DIMENSIONAL US SMALL CAP ETF | -10.0% |
|
AFLAC INC | -0.4% |
|
PACCAR INC | -0.4% |
|
MONDELEZ INTERNATIONAL INC-A | -0.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -0.3% |
|
LENNAR CORP - B SHS | -0.3% |
 |
WOLSELEY PLC | -0.3% |
|
COPART INC | -0.3% |
|
SIMON PROPERTY GROUP INC | -0.3% |
|
PULTE HOMES INC | -0.3% |