Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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25
Number of overlapping holdings
23.8%
% of IWY's 106 holdings also in JPEF
62.5%
% of JPEF's 42 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus JPEF)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in JPEF |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 7.9% | 6.3% | 6.3% |
|
MICROSOFT CORP | 11.2% | 6.0% | 6.0% |
|
META PLATFORMS INC | 5.9% | 5.7% | 5.7% |
|
NVIDIA CORP | 12.0% | 4.9% | 4.9% |
|
APPLE INC | 12.9% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to JPEF
|
APPLE INC | 8.8% |
|
NVIDIA CORP | 7.1% |
|
MICROSOFT CORP | 5.2% |
|
ALPHABET INC. CLASS A | 4.0% |
|
TESLA MOTORS INC | 3.6% |
|
VISA INC. CLASS A | 2.1% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
NETFLIX INC | 1.7% |
|
AMAZON.COM INC | 1.6% |
|
ALPHABET INC. CLASS C | 1.3% |
IWY Underweight Relative to JPEF
|
CAPITAL ONE FINANCIAL CORP | -3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -3.0% |
|
KINDER MORGAN INC | -3.0% |
|
LOEWS CORP | -2.8% |
|
EOG RESOURCES, INC. | -2.7% |
|
M & T BANK CORP | -2.6% |
|
MCDONALD'S CORP | -2.5% |
|
MORGAN STANLEY | -2.4% |
|
PROCTER & GAMBLE CO/THE | -2.0% |
|
PUBLIC STORAGE | -2.0% |