Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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84
Number of overlapping holdings
42.6%
% of IWL's 199 holdings also in JEPI
74.3%
% of JEPI's 130 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus JEPI)
Overlapping Holdings
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| Company | Weight in IWL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 3.2% | 1.5% | 1.5% |
|
VISA INC. CLASS A | 1.5% | 1.6% | 1.5% |
|
AMAZON.COM INC | 4.5% | 1.5% | 1.5% |
|
MICROSOFT CORP | 7.0% | 1.4% | 1.4% |
|
ALPHABET INC. CLASS A | 2.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to JEPI
|
APPLE INC | 7.4% |
|
MICROSOFT CORP | 5.7% |
|
NVIDIA CORP | 5.1% |
|
AMAZON.COM INC | 3.1% |
|
ALPHABET INC. CLASS C | 1.9% |
|
TESLA MOTORS INC | 1.8% |
|
JPMORGAN CHASE & CO | 1.7% |
|
META PLATFORMS INC | 1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
BROADCOM INC. | 1.6% |
IWL Underweight Relative to JEPI
|
YUM! BRANDS INC | -1.4% |
 |
TRANE TECHNOLOGIES PLC | -1.3% |
|
SOUTHERN CO | -1.2% |
|
PROGRESSIVE CORP | -1.2% |
 |
NXP SEMICONDUCTORS NV | -1.2% |
|
ANALOG DEVICES INC | -1.2% |
|
ROSS STORES INC | -1.2% |
|
BRISTOL-MYERS SQUIBB CO | -1.1% |
|
MONDELEZ INTERNATIONAL INC-A | -1.1% |
|
CME GROUP INC | -1.1% |