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

FXN and VFLO share 19.8% 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.

FXN and VFLO

19.8%

9 shared positions

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

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 FXN 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 FXN side by side

FXNFirst Trust Energy AlphaDEX Fund

37

stock positions reported to the SEC

67.9% of its weight is in 28 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 FXN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Energy
69.6%
19.8%
Technology
11.5%
26.5%
Healthcare
0.0%
18.4%
Utilities
10.7%
0.0%
Industrials
4.1%
8.9%
Basic Materials
0.0%
6.0%

The widest gap is Energy: FXN has 49.8 points more of it.

The figures side by side

FXNVFLO
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported3750
Weight of the ten largest44.7%30.8%
Largest positionOVV 4.9%DVN 3.5%
Held alone28 positions, 67.9%41 positions, 79.9%
Covered by stock positions100%100%

Holdings they share

StockIn FXNIn VFLOCounted
DVNDEVON ENERGY CORP4.85%3.49%3.49%
EOGEOG RESOURCES INC3.70%2.37%2.37%
FANGDIAMONDBACK ENERGY INC2.59%2.35%2.35%
EXEEXPAND ENERGY CORP4.42%2.21%2.21%
COPCONOCOPHILLIPS2.38%2.11%2.11%
PRPERMIAN RESOURCES CORP4.82%2.11%2.11%
MPCMARATHON PETROLEUM CORP1.93%1.96%1.93%
EQTEQT CORP3.59%1.64%1.64%
PSXPHILLIPS 663.74%1.55%1.55%

What each holds alone

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

Only in FXN

OVVOVINTIV INC4.93%
MTDRMATADOR RESOURCES COMPANY4.77%
LNGCHENIERE ENERGY INC4.61%
APAAPA CORP4.56%
DINOHF SINCLAIR CORP4.10%
FSLRFIRST SOLAR INC3.89%
RRCRANGE RESOURCES CORP3.66%
ARANTERO RESOURCES CORP3.52%
WFRDWEATHERFORD INTERNATIONAL PLC2.91%
SLBSLB LTD2.76%

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 FXN the same as VFLO?

19.8% of their weight sits in the same 9 holdings. FXN also reports OVV, MTDR, LNG, which the other does not. VFLO also reports EXPE, ADBE, SNDK, which the other does not.

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

Which holds more, VFLO or FXN?

FXN reports 37 stock positions and VFLO reports 50. 67.9% of FXN's weight sits in names VFLO does not hold, and 79.9% of VFLO's weight in names FXN does not hold. The ten largest positions are 44.7% of FXN and 30.8% of VFLO.

How do FXN and VFLO differ by sector?

The widest gap is Energy: FXN has 49.8 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.

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.