Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
JOUL
19
HOLDINGS
72%
ALSO IN AIPO
AIPO
81
HOLDINGS
17%
ALSO IN JOUL
SECTOR DRIFT (JOUL minus AIPO)
OVERLAPPING HOLDINGS
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| Company | Weight in JOUL |
Weight in AIPO |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 12.7% | 9.1% | 9.1% |
 |
EATON CORP PLC | 12.7% | 8.3% | 8.3% |
|
QUANTA SERVICES INC | 5.2% | 7.5% | 5.2% |
|
HUBBELL INCORPORATED CLASS B | 4.4% | 2.0% | 2.0% |
|
NVENT ELECTRIC PLC | 5.4% | 1.9% | 1.9% |
JOUL Overweight Relative to AIPO
|
ARCOSA INC | 5.0% |
|
ESCO TECHNOLOGIES INC | 4.9% |
|
EATON CORP PLC | 4.3% |
|
ADVANCED ENERGY INDUSTRIES | 4.0% |
|
VALMONT INDUSTRIES | 4.0% |
|
MYR GROUP INC/DELAWARE | 3.9% |
|
POWELL INDUSTRIES INC | 3.8% |
|
DYCOM INDUSTRIES INC | 3.7% |
|
GE VERONA | 3.7% |
|
NVENT ELECTRIC PLC | 3.5% |
JOUL Underweight Relative to AIPO
|
VERTIV HOLDINGS CO. CLASS A | -7.8% |
|
NVIDIA CORP | -4.0% |
|
BROADCOM INC. | -4.0% |
|
CONSTELLATION ENERGY CORPORATION | -3.9% |
|
BLOOM ENERGY CORPORATION CLASS A | -3.4% |
 |
CAMECO CORP | -3.4% |
|
ADVANCED MICRO DEVICES | -2.5% |
|
QUANTA SERVICES INC | -2.3% |
|
DOMINION RESOURCES INC/VA | -2.1% |
|
VISTRA ENERGY CORP. | -2.1% |