Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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31
Number of overlapping holdings
15.9%
% of IWL's 199 holdings also in JPEF
77.5%
% of JPEF's 42 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus JPEF)
Overlapping Holdings
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| Company | Weight in IWL |
Weight in JPEF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.5% | 7.3% | 7.3% |
|
NVIDIA CORP | 7.6% | 5.5% | 5.5% |
|
AMAZON.COM INC | 4.2% | 5.5% | 4.2% |
|
APPLE INC | 8.0% | 3.5% | 3.5% |
|
META PLATFORMS INC | 3.1% | 4.4% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to JPEF
|
APPLE INC | 4.5% |
|
ALPHABET INC. CLASS A | 2.3% |
|
NVIDIA CORP | 2.1% |
|
JPMORGAN CHASE & CO | 1.5% |
|
TESLA MOTORS INC | 1.5% |
|
EXXON MOBIL CORP | 1.3% |
|
VISA INC. CLASS A | 1.1% |
|
COSTCO WHOLESALE CORP | 0.9% |
|
JOHNSON & JOHNSON | 0.9% |
|
WAL-MART STORES INC | 0.8% |
IWL Underweight Relative to JPEF
|
KINDER MORGAN INC | -2.9% |
|
LOEWS CORP | -2.8% |
|
EOG RESOURCES, INC. | -2.5% |
|
CAPITAL ONE FINANCIAL CORP | -2.5% |
|
REGENERON PHARMACEUTICALS | -2.4% |
|
M & T BANK CORP | -2.4% |
|
PUBLIC STORAGE | -2.3% |
 |
TRANE TECHNOLOGIES PLC | -2.2% |
|
NEXTERA ENERGY GROUP | -2.0% |
|
REGENCY CENTERS CORP | -1.9% |