Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
JOUL
18
HOLDINGS
72%
ALSO IN AIPO
AIPO
75
HOLDINGS
18%
ALSO IN JOUL
SECTOR DRIFT (JOUL minus AIPO)
OVERLAPPING HOLDINGS
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| Company | Weight in JOUL |
Weight in AIPO |
Overlap | |
|---|---|---|---|---|
 |
EATON CORP PLC | 11.7% | 6.9% | 6.9% |
 |
GE VERONA | 12.3% | 6.8% | 6.8% |
|
QUANTA SERVICES INC | 5.4% | 7.6% | 5.4% |
|
MASTEC INC | 4.5% | 2.0% | 2.0% |
|
NVENT ELECTRIC PLC | 5.4% | 1.8% | 1.8% |
JOUL Overweight Relative to AIPO
|
GE VERONA | 5.5% |
|
EATON CORP PLC | 4.8% |
|
POWELL INDUSTRIES INC | 4.4% |
|
DYCOM INDUSTRIES INC | 4.4% |
|
MYR GROUP INC/DELAWARE | 4.1% |
|
ESCO TECHNOLOGIES INC | 4.1% |
|
ARCOSA INC | 4.0% |
|
VALMONT INDUSTRIES | 4.0% |
|
ADVANCED ENERGY INDUSTRIES | 3.7% |
|
NVENT ELECTRIC PLC | 3.6% |
JOUL Underweight Relative to AIPO
|
VERTIV HOLDINGS CO. CLASS A | -6.8% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.3% |
|
BROADCOM INC. | -3.5% |
|
NVIDIA CORP | -3.4% |
 |
CAMECO CORP | -3.4% |
|
CONSTELLATION ENERGY CORPORATION | -2.7% |
|
ADVANCED MICRO DEVICES | -2.4% |
|
QUANTA SERVICES INC | -2.2% |
|
STERLING CONSTRUCTION CO | -2.1% |
|
DOMINION RESOURCES INC/VA | -1.6% |