Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
51.7%
% of JEPQ's 99 holdings also in EFIV
14.5%
% of EFIV's 312 holdings also in JEPQ
Overlap by Weight
Sector Drift (JEPQ minus EFIV)
Overlapping Holdings
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| Company | Weight in JEPQ |
Weight in EFIV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.4% | 9.9% | 7.4% |
|
MICROSOFT CORP | 7.1% | 8.8% | 7.1% |
|
NVIDIA CORP | 6.4% | 9.4% | 6.4% |
|
ALPHABET INC. CLASS C | 4.1% | 2.3% | 2.3% |
|
TESLA MOTORS INC | 2.2% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
JEPQ Overweight Relative to EFIV
|
AMAZON.COM INC | 4.4% |
|
META PLATFORMS INC | 3.8% |
|
BROADCOM INC. | 3.3% |
|
ALPHABET INC. CLASS C | 1.8% |
|
NETFLIX INC | 1.7% |
|
INTUIT INC | 1.3% |
|
INTUITIVE SURGICAL INC | 1.1% |
|
BOOKING HOLDINGS INC. | 1.1% |
|
ANALOG DEVICES INC | 1.0% |
|
LAM RESEARCH CORP | 0.9% |
JEPQ Underweight Relative to EFIV
|
NVIDIA CORP | -3.0% |
|
ALPHABET INC. CLASS A | -2.7% |
|
APPLE INC | -2.4% |
|
ELI LILLY & CO | -2.1% |
|
JPMORGAN CHASE & CO | -1.8% |
|
MICROSOFT CORP | -1.7% |
|
EXXON MOBIL CORP | -1.6% |
|
VISA INC. CLASS A | -1.3% |
|
UNITEDHEALTH GROUP INC | -1.2% |
|
HOME DEPOT INC | -1.2% |