ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
| Holding | HELO | FHEQ | Difference |
|---|
| NVDA NVIDIA CORP COMMON STOCK |
8.76% | 8.24% |
+0.53% |
| AAPL APPLE INC COMMON STOCK |
6.96% | 7.45% |
-0.48% |
| MSFT MICROSOFT CORP COMMON |
6.57% | 5.22% |
+1.35% |
| AMZN AMAZON.COM INC COMMON |
4.35% | 3.91% |
+0.45% |
| GOOGL ALPHABET INC-CL A - |
3.14% | 3.05% |
+0.09% |
| AVGO BROADCOM INC COMMON |
2.78% | 2.82% |
-0.04% |
| META META PLATFORMS INC |
2.46% | 2.51% |
-0.05% |
| GOOG ALPHABET INC-CL C - |
2.24% | 2.21% |
+0.03% |
| MU MICRON TECHNOLOGY INC |
1.87% | 1.94% |
-0.07% |
| LLY ELI LILLY AND COMPANY |
1.20% | 1.72% |
-0.52% |
| BRK-B BERKSHIRE HATHAWAY INC |
1.16% | 1.91% |
-0.74% |
| XOM EXXONMOBIL HOLDINGS CORP |
1.39% | 1.13% |
+0.26% |
| MA MASTERCARD INC COMMON |
1.25% | 1.12% |
+0.13% |
| TSLA TESLA INC COMMON STOCK |
1.28% | 1.10% |
+0.18% |
| AMD ADVANCED MICRO DEVICES |
1.52% | 1.07% |
+0.44% |
| V VISA INC COMMON STOCK |
0.97% | 1.21% |
-0.24% |
| ABBV ABBVIE INC COMMON STOCK |
1.16% | 0.95% |
+0.21% |
| BAC BANK OF AMERICA CORP |
0.80% | 0.95% |
-0.14% |
| RTX RTX CORP |
0.95% | 0.72% |
+0.23% |
| APH AMPHENOL CORP COMMON |
0.69% | 0.82% |
-0.13% |
Biggest Weighting Differences
| Holding | HELO | FHEQ | Δ |
|---|
| MSFT |
6.57% | 5.22% |
+1.35% |
| BRK-B |
1.16% | 1.91% |
-0.74% |
| JNJ |
1.41% | 0.68% |
+0.73% |
| AMAT |
0.27% | 0.94% |
-0.67% |
| MMM |
0.76% | 0.19% |
+0.58% |
| NVDA |
8.76% | 8.24% |
+0.53% |
| LLY |
1.20% | 1.72% |
-0.52% |
| LRCX |
1.19% | 0.67% |
+0.52% |
| AAPL |
6.96% | 7.45% |
-0.48% |
| INTC |
0.54% | 1.02% |
-0.48% |
| FTNT |
0.22% | 0.70% |
-0.48% |
| PGR |
0.22% | 0.69% |
-0.47% |
Only in HELO
| ACN ACCENTURE PLC COMMON |
0.83% |
| NEE NEXTERA ENERGY INC |
0.82% |
| PM PHILIP MORRIS |
0.81% |
| EOG EOG RESOURCES INC COMMON |
0.80% |
| LOW LOWE'S COS INC COMMON |
0.75% |
| C CITIGROUP INC COMMON |
0.74% |
| USB US BANCORP COMMON STOCK |
0.66% |
| ECL ECOLAB INC COMMON STOCK |
0.66% |
| TXN TEXAS INSTRUMENTS INC |
0.61% |
| BKNG BOOKING HOLDINGS INC |
0.57% |
| COP CONOCOPHILLIPS COMMON |
0.56% |
| MCD MCDONALD'S CORP COMMON |
0.56% |
| VRT VERTIV HOLDINGS CO |
0.53% |
| NXPI NXP SEMICONDUCTORS NV |
0.53% |
| AON AON PLC COMMON STOCK USD |
0.52% |
Only in FHEQ
| JPM JPMORGAN CHASE & CO |
1.78% |
| CSCO CISCO SYSTEMS INC |
1.13% |
| CAT CATERPILLAR INC |
1.01% |
| GE GE AEROSPACE |
0.84% |
| GILD GILEAD SCIENCES INC |
0.78% |
| CVX CHEVRON CORP |
0.77% |
| COST COSTCO WHOLESALE CORP |
0.76% |
| PFE PFIZER INC |
0.71% |
| UBER UBER TECHNOLOGIES INC |
0.69% |
| TT TRANE TECHNOLOGIES PLC |
0.67% |
| NTAP NETAPP INC |
0.61% |
| BNY BANK OF NEW YORK MELLON CORP |
0.60% |
| ABNB AIRBNB INC CLASS A |
0.59% |
| ADBE ADOBE INC |
0.59% |
| QCOM QUALCOMM INC |
0.58% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.