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

FTXN and VFLO share 19.6% of their weight across 9 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.

FTXN and VFLO

19.6%

9 shared positions

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

VFLO

VictoryShares Free Cash Flow ETF

Reported positions cover 100% of the fund, 50 positions · Jun 30, 2026

Top 10: 30.8%·Holdings of VFLO

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

VFLO vs FTXN side by side

FTXNFirst Trust Nasdaq Oil & Gas ETF

43

stock positions reported to the SEC

64.9% of its weight is in 34 names VFLO does not hold

VFLOVictoryShares Free Cash Flow ETF

50

stock positions reported to the SEC

79.9% of its weight is in 41 names FTXN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Energy
81.9%
19.8%
Technology
3.2%
26.5%
Healthcare
0.0%
18.4%
Utilities
14.0%
0.0%
Industrials
0.4%
8.9%
Basic Materials
0.0%
6.0%

The widest gap is Energy: FTXN has 62.1 points more of it.

The figures side by side

FTXNVFLO
Filing dateJun 30, 2026Jun 30, 2026
Stock positions reported4350
Weight of the ten largest53.1%30.8%
Largest positionCOP 7.3%DVN 3.5%
Held alone34 positions, 64.9%41 positions, 79.9%
Covered by stock positions100%100%

Holdings they share

StockIn FTXNIn VFLOCounted
DVNDEVON ENERGY CORP3.52%3.49%3.49%
EOGEOG RESOURCES INC5.60%2.37%2.37%
FANGDIAMONDBACK ENERGY INC4.00%2.35%2.35%
EXEEXPAND ENERGY CORP2.12%2.21%2.12%
COPCONOCOPHILLIPS7.26%2.11%2.11%
PRPERMIAN RESOURCES CORP1.98%2.11%1.98%
MPCMARATHON PETROLEUM CORP5.10%1.96%1.96%
EQTEQT CORP2.43%1.64%1.64%
PSXPHILLIPS 663.01%1.55%1.55%

What each holds alone

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

Only in FTXN

XOMEXXONMOBIL HOLDINGS CORP7.10%
CVXCHEVRON CORP7.03%
OXYOCCIDENTAL PETROLEUM CORP5.23%
VGVENTURE GLOBAL INC4.19%
VLOVALERO ENERGY CORP4.06%
KMIKINDER MORGAN INC3.34%
OKEONEOK INC3.27%
WMBWILLIAMS COMPANIES INC (THE)3.26%
SLBSLB LTD3.13%
LNGCHENIERE ENERGY INC3.06%

Only in VFLO

EXPEEXPEDIA GROUP, INC.3.41%
ADBEADOBE INC.3.37%
SNDKSANDISK CORPORATION3.03%
CDECOEUR MINING, INC.3.02%
NEMNEWMONT CORPORATION3.01%
MRKMERCK & CO., INC.2.98%
CRMSALESFORCE, INC.2.90%
INTUINTUIT INC.2.87%
EXXON MOBIL CORPORATION2.76%
ACCENTURE PUBLIC LIMITED COMPANY2.73%

Questions people ask

Is FTXN the same as VFLO?

19.6% of their weight sits in the same 9 holdings. FTXN also reports XOM, CVX, OXY, which the other does not. VFLO also reports EXPE, ADBE, SNDK, which the other does not.

How is the overlap between FTXN and VFLO 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 FTXN and 100% of VFLO, so the number cannot exceed the smaller coverage.

Which holds more, VFLO or FTXN?

FTXN reports 43 stock positions and VFLO reports 50. 64.9% of FTXN's weight sits in names VFLO does not hold, and 79.9% of VFLO's weight in names FTXN does not hold. The ten largest positions are 53.1% of FTXN and 30.8% of VFLO.

How do FTXN and VFLO differ by sector?

The widest gap is Energy: FTXN has 62.1 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.

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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.