FENY vs FTXN overlap - what they share and where they differ

FENY and FTXN share 54.8% of their weight across 40 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FENY and FTXN

54.8%

40 shared positions

FENY

Fidelity MSCI Energy Index ETF

Reported positions cover 100% of the fund, 98 positions · Apr 30, 2026

Top 10: 63.0%·Holdings of FENY

FTXN

First Trust Nasdaq Oil & Gas ETF

Reported positions cover 100% of the fund, 43 positions · Jun 30, 2026

Top 10: 53.1%·Holdings of FTXN

Reported positions cover FENY 100%, FTXN 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FTXN vs FENY side by side

FENYFidelity MSCI Energy Index ETF

98

stock positions reported to the SEC

35.6% of its weight is in 58 names FTXN does not hold

FTXNFirst Trust Nasdaq Oil & Gas ETF

43

stock positions reported to the SEC

14.6% of its weight is in 3 names FENY does not hold

Where each fund's weight sits

FENY
FTXN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Energy
56.4%
81.9%
Utilities
8.8%
14.0%
Technology
5.0%
3.2%
Real Estate
1.0%
0.4%
Basic Materials
1.0%
0.0%
Industrials
0.0%
0.4%

The widest gap is Energy: FTXN has 25.5 points more of it.

The figures side by side

FENYFTXN
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported9843
Weight of the ten largest63.0%53.1%
Largest positionEXXON MOBIL CORP 21.0%COP 7.3%
Held alone58 positions, 35.6%3 positions, 14.6%
Covered by stock positions100%100%

Holdings they share

StockIn FENYIn FTXNCounted
CVXChevron Corp14.48%7.03%7.03%
COPConocoPhillips6.09%7.26%6.09%
SLBSLB Ltd3.31%3.13%3.13%
VLOValero Energy Corp3.05%4.06%3.05%
EOGEOG Resources Inc2.97%5.60%2.97%
MPCMarathon Petroleum Corp2.94%5.10%2.94%
PSXPhillips 662.82%3.01%2.82%
KMIKinder Morgan Inc2.57%3.34%2.57%
LNGCheniere Energy Inc2.36%3.06%2.36%
OKEONEOK Inc2.27%3.27%2.27%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FENY

EXXON MOBIL CORP21.03%
WILLIAMS COS INC/THE3.62%
FTITechnipFMC PLC1.25%
COTERRA ENERGY INC1.09%
ARAntero Resources Corp0.48%
DINOHF Sinclair Corp0.45%
VNOMViper Energy Inc0.40%
CHRDChord Energy Corp0.37%
UECUranium Energy Corp0.31%
NOBLE CORP PLC0.29%

Only in FTXN

XOMEXXONMOBIL HOLDINGS CORP7.10%
VGVENTURE GLOBAL INC4.19%
WMBWILLIAMS COMPANIES INC (THE)3.26%

Questions people ask

Is FENY the same as FTXN?

54.8% of their weight sits in the same 40 holdings. FENY also reports EXXON MOBIL CORP, WILLIAMS COS INC/THE, FTI, which the other does not. FTXN also reports XOM, VG, WMB, which the other does not.

How is the overlap between FENY and FTXN measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FENY and 100% of FTXN, so the number cannot exceed the smaller coverage.

Which holds more, FTXN or FENY?

FENY reports 98 stock positions and FTXN reports 43. 35.6% of FENY's weight sits in names FTXN does not hold, and 14.6% of FTXN's weight in names FENY does not hold. The ten largest positions are 63.0% of FENY and 53.1% of FTXN.

How do FENY and FTXN differ by sector?

The widest gap is Energy: FTXN has 25.5 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

FENY against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.