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
10
Number of overlapping holdings
37.0%
% of JGRW's 27 holdings also in IPDP
20.0%
% of IPDP's 50 holdings also in JGRW
Overlap by Weight
Sector Drift (JGRW minus IPDP)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in JGRW |
Weight in IPDP |
Overlap | |
|---|---|---|---|---|
 |
ABBOTT LABORATORIES | 3.7% | 2.7% | 2.7% |
|
MARSH & MCLENNAN COS | 7.0% | 2.4% | 2.4% |
|
KLA CORPORATION | 3.6% | 2.3% | 2.3% |
|
AUTOMATIC DATA PROCESSING | 3.8% | 2.3% | 2.3% |
|
STRYKER CORP | 6.3% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
JGRW Overweight Relative to IPDP
|
MICROSOFT CORP | 7.6% |
|
INTUIT INC | 6.1% |
|
ALPHABET INC. CLASS A | 5.1% |
|
MARSH & MCLENNAN COS | 4.7% |
|
MASTERCARD INCORPORATED CLASS A | 4.4% |
|
STRYKER CORP | 4.2% |
|
COPART INC | 4.1% |
|
BROADRIDGE FINANCIAL SOLUTIO | 4.0% |
|
APPLE INC | 3.7% |
|
WASTE MANAGEMENT INC | 3.7% |
JGRW Underweight Relative to IPDP
|
CENCORA INC | -2.8% |
|
MCKESSON CORP | -2.7% |
|
CARDINAL HEALTH INC | -2.6% |
|
CSG SYSTEMS INTL INC | -2.6% |
|
RTX CORP | -2.6% |
|
BROWN & BROWN INC | -2.5% |
|
ABBVIE INC | -2.4% |
|
OLD REPUBLIC INTL CORP | -2.4% |
|
HARTFORD FINANCIAL SVCS GRP | -2.4% |
|
HANOVER INSURANCE GROUP INC/ | -2.4% |