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
24
Number of overlapping holdings
11.5%
% of IVW's 208 holdings also in JPEF
60.0%
% of JPEF's 41 holdings also in IVW
Overlap by Weight
Sector Drift (IVW minus JPEF)
Overlapping Holdings
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| Company | Weight in IVW |
Weight in JPEF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.3% | 6.3% | 6.3% |
|
NVIDIA CORP | 13.0% | 5.9% | 5.9% |
|
META PLATFORMS INC | 5.2% | 4.7% | 4.7% |
|
AMAZON.COM INC | 4.6% | 6.2% | 4.6% |
|
BROADCOM INC. | 4.1% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
IVW Overweight Relative to JPEF
|
NVIDIA CORP | 7.1% |
|
ALPHABET INC. CLASS A | 4.4% |
|
TESLA MOTORS INC | 4.3% |
|
APPLE INC | 2.5% |
|
VISA INC. CLASS A | 2.1% |
|
COSTCO WHOLESALE CORP | 1.6% |
|
ALPHABET INC. CLASS C | 1.5% |
|
JPMORGAN CHASE & CO | 1.5% |
|
NETFLIX INC | 1.4% |
|
SALESFORCE.COM INC | 1.2% |
IVW Underweight Relative to JPEF
|
KINDER MORGAN INC | -3.4% |
|
CAPITAL ONE FINANCIAL CORP | -3.1% |
|
LOEWS CORP | -2.8% |
|
EOG RESOURCES, INC. | -2.5% |
|
PROCTER & GAMBLE CO/THE | -2.4% |
|
MCDONALD'S CORP | -2.4% |
|
M & T BANK CORP | -2.4% |
|
HONEYWELL INTERNATIONAL INC | -2.2% |
 |
TRANE TECHNOLOGIES PLC | -2.0% |
|
UNITEDHEALTH GROUP INC | -2.0% |