FNDX vs JIRE: holdings overlap, shared companies and scores
As of September 11, 2026, FNDX and JIRE overlap 0.4% by weight. Schwab Fundamental U.S. Large Company ETF (FNDX): U.S. large companies by fundamentals. JPMorgan International Research Enhanced Equity ETF (JIRE): Developed market stocks outside North America.
Updated September 11, 2026
How much do FNDX and JIRE overlap?
As of September 11, 2026, FNDX and JIRE overlap 0.4% by weight.
0% of FNDX is already inside JIRE.
2% of JIRE is already inside FNDX.
FNDX holds 726 companies and JIRE holds 200; 5 are in both.
Computed by ETF Copilot from both funds' holdings rather than quoted from a data provider, and rebuilt nightly.
How does ETF Copilot score FNDX and JIRE?
As of September 11, 2026, ETF Copilot scores FNDX 5.0 out of 10 and JIRE 5.9 out of 10.
They differ most on Growth: FNDX 1.9 and JIRE 5.9.
The five factor scores behind them are set out below, 0–10 and higher is better, ranked against every US equity ETF we track.
| Factor | FNDX | JIRE |
|---|---|---|
| Growth | 1.9 | 5.9 |
| Valuation | 1.7 | 2.1 |
| Risk | 8.0 | 9.6 |
| Quality | 5.3 | 4.6 |
| Return | 8.0 | 7.0 |
JIRE is the cheaper of the two at 0.24% a year
As of September 11, 2026, FNDX charges 0.25% a year, yields 1.94% and holds $27.6B in assets across 726 positions.
As of September 11, 2026, JIRE charges 0.24% a year, yields 2.68% and holds $11.1B in assets across 200 positions.
| Measure | FNDX | JIRE |
|---|---|---|
| Expense ratio | 0.25% | 0.24% |
| Dividend yield | 1.94% | 2.68% |
| Assets under management | $27.6B | $11.1B |
| Holdings | 726 | 200 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Where FNDX and JIRE trade against their own history
FNDX trades at 19.7 times earnings, against its own median of 17.0, and is more expensive than 88% of its own 114 monthly readings since 2017.
JIRE trades at 18.5 times earnings, against its own median of 15.7, and is more expensive than 85% of its own 52 monthly readings since 2022.
What moved FNDX and JIRE this week
FNDX fell 1.0% in the week to September 11, 2026. The holdings that moved it most were UnitedHealth (−5.4%), Microsoft (−2.8%) and Amgen (−15.0%); Intel (+12.3%) pushed the other way.
JIRE fell 1.4% in the week to September 11, 2026. The holdings that moved it most were Novartis (−15.2%), Lonza (−9.3%) and BHP (−4.7%); Softbank (+33.0%) pushed the other way.
What do FNDX and JIRE each hold?
What's inside FNDX: Tech 24%, Magnificent 7 15%.
21% of FNDX is its ten largest holdings.
What's inside JIRE: Tech 15%, Semiconductors 7%.
17% of JIRE is its ten largest holdings.
Compare with similar funds
Cite this
ETF Copilot, “FNDX vs JIRE holdings overlap and scores”, as of September 11, 2026.
https://etf-copilot.com/compare/fndx-vs-jire
- Schwab Fundamental U.S. Large Company ETF (FNDX)
- JPMorgan International Research Enhanced Equity ETF (JIRE)
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