Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
25%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
JPEF
42
HOLDINGS
25%
ALSO IN EQTY
EQTY
40
HOLDINGS
27%
ALSO IN JPEF
SECTOR DRIFT (JPEF minus EQTY)
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 JPEF |
Weight in EQTY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS C | 6.7% | 5.0% | 5.0% |
|
MICROSOFT CORP | 3.8% | 4.1% | 3.8% |
|
AMAZON.COM INC | 5.0% | 3.6% | 3.6% |
|
META PLATFORMS INC | 2.7% | 2.9% | 2.7% |
|
ANALOG DEVICES INC | 3.4% | 2.2% | 2.2% |
JPEF Overweight Relative to EQTY
|
NVIDIA CORP | 8.7% |
|
BROADCOM INC. | 4.1% |
|
LOEWS CORP | 3.3% |
|
MORGAN STANLEY | 3.1% |
|
APPLE INC | 3.0% |
|
JOHNSON & JOHNSON | 2.9% |
|
NEXTERA ENERGY GROUP | 2.9% |
|
UNITED RENTALS INC | 2.6% |
|
KINDER MORGAN INC | 2.6% |
|
CAPITAL ONE FINANCIAL CORP | 2.6% |
JPEF Underweight Relative to EQTY
|
INTERCONTINENTALEXCHANGE INC | -4.3% |
|
SCHWAB (CHARLES) CORP | -4.1% |
|
PHILIP MORRIS INTERNATIONAL | -3.9% |
|
VISA INC. CLASS A | -3.8% |
 |
AON PLC CLASS A | -3.6% |
|
MOTOROLA SOLUTIONS | -3.5% |
|
WATERS CORP | -3.4% |
|
BECTON DICKINSON AND CO | -3.2% |
|
CARRIER GLOBAL CORP. | -3.0% |
|
KEYSIGHT TECHNOLOGIES INC | -2.9% |