Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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38
Number of overlapping holdings
45.8%
% of ACIO's 83 holdings also in JEPQ
41.3%
% of JEPQ's 109 holdings also in ACIO
Overlap by Weight
Sector Drift (ACIO minus JEPQ)
Overlapping Holdings
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| Company | Weight in ACIO |
Weight in JEPQ |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.7% | 8.0% | 6.7% |
|
MICROSOFT CORP | 6.1% | 6.5% | 6.1% |
|
NVIDIA CORP | 5.6% | 6.3% | 5.6% |
|
AMAZON.COM INC | 3.7% | 4.9% | 3.7% |
|
ALPHABET INC. CLASS C | 3.6% | 4.2% | 3.6% |
Position Highlights (Non-Overlapping Exposures)
ACIO Overweight Relative to JEPQ
|
BERKSHIRE HATHAWAY INC-CL B | 2.1% |
|
VISA INC. CLASS A | 2.1% |
|
PROGRESSIVE CORP | 1.9% |
|
EXXON MOBIL CORP | 1.8% |
|
STRYKER CORP | 1.8% |
|
JPMORGAN CHASE & CO | 1.7% |
|
OTIS WORLDWIDE CORPORATION | 1.5% |
|
ELI LILLY & CO | 1.5% |
|
WAL-MART STORES INC | 1.4% |
|
NORTHROP GRUMMAN CORP | 1.2% |
ACIO Underweight Relative to JEPQ
|
APPLE INC | -1.3% |
|
AMAZON.COM INC | -1.2% |
|
BROADCOM INC. | -1.2% |
|
BOOKING HOLDINGS INC. | -1.2% |
|
CISCO SYSTEMS INC | -1.1% |
|
PALO ALTO NETWORKS INC | -0.9% |
|
ADOBE SYSTEMS INC | -0.9% |
|
META PLATFORMS INC | -0.9% |
|
TEXAS INSTRUMENTS INC | -0.8% |
|
LAM RESEARCH CORP | -0.8% |