Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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219
Number of overlapping holdings
40.6%
% of IUS's 541 holdings also in JVAL
60.2%
% of JVAL's 378 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus JVAL)
Overlapping Holdings
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| Company | Weight in IUS |
Weight in JVAL |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.8% | 2.0% | 2.0% |
|
MICROSOFT CORP | 2.7% | 1.8% | 1.8% |
|
ALPHABET INC. CLASS A | 3.6% | 1.8% | 1.8% |
|
META PLATFORMS INC | 2.2% | 1.8% | 1.8% |
|
UNITEDHEALTH GROUP INC | 1.6% | 1.9% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to JVAL
|
BERKSHIRE HATHAWAY INC-CL B | 3.0% |
|
APPLE INC | 2.8% |
|
EXXON MOBIL CORP | 2.4% |
|
AMAZON.COM INC | 2.1% |
|
ALPHABET INC. CLASS A | 1.8% |
|
WAL-MART STORES INC | 1.3% |
|
VERIZON COMMUNICATIONS INC | 1.0% |
|
NVIDIA CORP | 1.0% |
|
CHEVRON CORP | 0.9% |
|
MICROSOFT CORP | 0.9% |
IUS Underweight Relative to JVAL
|
BROADCOM INC. | -0.8% |
|
CITIGROUP INC | -0.7% |
|
ADOBE SYSTEMS INC | -0.6% |
|
INTUIT INC | -0.6% |
|
ANALOG DEVICES INC | -0.6% |
|
TEXAS INSTRUMENTS INC | -0.6% |
|
QUALCOMM INC | -0.6% |
|
AMGEN INC | -0.5% |
|
APPLIED MATERIALS INC | -0.5% |
|
MERCK & CO. INC. | -0.5% |