Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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56
Number of overlapping holdings
55.4%
% of EQWL's 101 holdings also in JEPI
49.6%
% of JEPI's 130 holdings also in EQWL
Overlap by Weight
Sector Drift (EQWL minus JEPI)
Overlapping Holdings
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| Company | Weight in EQWL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
UNITEDHEALTH GROUP INC | 1.0% | 1.2% | 1.0% |
|
MONDELEZ INTERNATIONAL INC-A | 1.0% | 1.3% | 1.0% |
|
COMCAST CORP-CL A | 1.0% | 1.2% | 1.0% |
|
VISA INC. CLASS A | 1.0% | 1.6% | 1.0% |
|
MASTERCARD INCORPORATED CLASS A | 1.0% | 1.6% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
EQWL Overweight Relative to JEPI
|
AT&T INC | 1.1% |
|
INTEL CORP | 1.1% |
|
BOEING CO | 1.1% |
|
CHEVRON CORP | 1.1% |
|
JPMORGAN CHASE & CO | 1.0% |
|
TESLA MOTORS INC | 1.0% |
|
VERIZON COMMUNICATIONS INC | 1.0% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | 1.0% |
|
SCHWAB (CHARLES) CORP | 1.0% |
|
BLACKROCK INC | 1.0% |
EQWL Underweight Relative to JEPI
|
PROGRESSIVE CORP | -1.6% |
|
ANALOG DEVICES INC | -1.4% |
 |
TRANE TECHNOLOGIES PLC | -1.4% |
|
YUM! BRANDS INC | -1.4% |
|
CME GROUP INC | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.2% |
|
EATON CORP PLC | -1.2% |
|
ROSS STORES INC | -1.2% |
|
STRYKER CORP | -1.1% |
|
OTIS WORLDWIDE CORPORATION | -1.0% |