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
54%
OVERLAP
BY WEIGHT
83
# OF OVERLAPPING
HOLDINGS
XRMI
503
HOLDINGS
17%
ALSO IN JEPQ
JEPQ
108
HOLDINGS
90%
ALSO IN XRMI
SECTOR DRIFT (XRMI minus JEPQ)
OVERLAPPING HOLDINGS
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| Company | Weight in XRMI |
Weight in JEPQ |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.0% | 9.3% | 8.0% |
|
APPLE INC | 7.4% | 8.0% | 7.4% |
|
MICROSOFT CORP | 6.4% | 8.2% | 6.4% |
|
AMAZON.COM INC | 4.0% | 5.7% | 4.0% |
|
BROADCOM INC. | 3.3% | 5.5% | 3.3% |
XRMI Overweight Relative to JEPQ
|
ALPHABET INC. CLASS A | 3.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
JPMORGAN CHASE & CO | 1.6% |
|
ELI LILLY & CO | 1.4% |
|
VISA INC. CLASS A | 1.0% |
|
WAL-MART STORES INC | 0.9% |
|
EXXON MOBIL CORP | 0.9% |
|
JOHNSON & JOHNSON | 0.9% |
|
BANK OF AMERICA CORP | 0.7% |
|
HOME DEPOT INC | 0.6% |
XRMI Underweight Relative to JEPQ
|
ALPHABET INC. CLASS C | -3.0% |
|
NETFLIX INC | -2.5% |
|
BROADCOM INC. | -2.2% |
|
MICROSOFT CORP | -1.8% |
|
AMAZON.COM INC | -1.7% |
|
META PLATFORMS INC | -1.4% |
|
NVIDIA CORP | -1.3% |
|
BOOKING HOLDINGS INC. | -1.1% |
|
T-MOBILE US, INC. | -1.1% |
|
COSTCO WHOLESALE CORP | -1.0% |