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

FENY and FXN share 42.4% of their weight across 34 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 FXN

42.4%

34 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

FXN

First Trust Energy AlphaDEX Fund

Reported positions cover 100% of the fund, 37 positions · Apr 30, 2026

Top 10: 44.7%·Holdings of FXN

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

FXN vs FENY side by side

FENYFidelity MSCI Energy Index ETF

98

stock positions reported to the SEC

14.2% of its weight is in 64 names FXN does not hold

FXNFirst Trust Energy AlphaDEX Fund

37

stock positions reported to the SEC

7.2% of its weight is in 3 names FENY does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Energy
56.4%
69.6%
Technology
5.0%
11.5%
Utilities
8.8%
10.7%
Industrials
0.0%
4.1%
Real Estate
1.0%
2.3%
Basic Materials
1.0%
0.0%

The widest gap is Energy: FXN has 13.1 points more of it.

The figures side by side

FENYFXN
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported9837
Weight of the ten largest63.0%44.7%
Largest positionEXXON MOBIL CORP 21.0%OVV 4.9%
Held alone64 positions, 14.2%3 positions, 7.2%
Covered by stock positions100%100%

Holdings they share

StockIn FENYIn FXNCounted
EOGEOG Resources Inc2.97%3.70%2.97%
PSXPhillips 662.82%3.74%2.82%
SLBSLB Ltd3.31%2.76%2.76%
COPConocoPhillips6.09%2.38%2.38%
LNGCheniere Energy Inc2.36%4.61%2.36%
TRGPTarga Resources Corp2.19%2.59%2.19%
OKEONEOK Inc2.27%1.95%1.95%
MPCMarathon Petroleum Corp2.94%1.93%1.93%
KMIKinder Morgan Inc2.57%1.86%1.86%
CVXChevron Corp14.48%1.78%1.78%

What each holds alone

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

Only in FENY

WILLIAMS COS INC/THE3.62%
COTERRA ENERGY INC1.09%
SMSM Energy Co0.33%
UECUranium Energy Corp0.31%
RIGTransocean Ltd0.30%
AROCArchrock Inc0.29%
NOBLE CORP PLC0.29%
VALValaris Ltd0.29%
KGSKodiak Gas Services Inc0.28%
MURMurphy Oil Corp0.26%

Only in FXN

FSLRFIRST SOLAR INC3.89%
WMBWILLIAMS COMPANIES INC (THE)2.62%
ENPHENPHASE ENERGY INC0.73%

Questions people ask

Is FENY the same as FXN?

42.4% of their weight sits in the same 34 holdings. FENY also reports WILLIAMS COS INC/THE, COTERRA ENERGY INC, SM, which the other does not. FXN also reports FSLR, WMB, ENPH, which the other does not.

How is the overlap between FENY and FXN 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 FXN, so the number cannot exceed the smaller coverage.

Which holds more, FXN or FENY?

FENY reports 98 stock positions and FXN reports 37. 14.2% of FENY's weight sits in names FXN does not hold, and 7.2% of FXN's weight in names FENY does not hold. The ten largest positions are 63.0% of FENY and 44.7% of FXN.

How do FENY and FXN differ by sector?

The widest gap is Energy: FXN has 13.1 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.