Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
60
# OF OVERLAPPING
HOLDINGS
JMOM
280
HOLDINGS
23%
ALSO IN PDP
PDP
103
HOLDINGS
61%
ALSO IN JMOM
SECTOR DRIFT (JMOM minus PDP)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in JMOM |
Weight in PDP |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 3.6% | 3.0% | 3.0% |
|
APPLE INC | 1.8% | 3.0% | 1.8% |
|
APPLIED MATERIALS INC | 1.5% | 2.5% | 1.5% |
|
LAM RESEARCH CORP | 1.5% | 1.6% | 1.5% |
|
ALPHABET INC. CLASS A | 2.0% | 1.4% | 1.4% |
JMOM Overweight Relative to PDP
|
ADVANCED MICRO DEVICES | 2.6% |
|
BROADCOM INC. | 2.1% |
|
NVIDIA CORP | 2.0% |
|
INTEL CORP | 2.0% |
|
JOHNSON & JOHNSON | 1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.5% |
|
META PLATFORMS INC | 1.4% |
|
MICROSOFT CORP | 1.4% |
|
KLA CORPORATION | 1.2% |
|
TEXAS INSTRUMENTS INC | 1.0% |
JMOM Underweight Relative to PDP
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -2.9% |
|
COMFORT SYSTEMS USA INC | -2.7% |
|
WESTERN DIGITAL CORP | -2.6% |
|
CARPENTER TECHNOLOGY | -2.5% |
|
AMPHENOL CORP-CL A | -2.3% |
|
ALLEGHENY TECHNOLOGIES INC | -2.2% |
|
WW GRAINGER INC | -2.2% |
|
TARGA RESOURCES CORP | -2.1% |
|
STERLING CONSTRUCTION CO | -1.8% |
|
QUANTA SERVICES INC | -1.7% |