Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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30
Number of overlapping holdings
24.2%
% of JOET's 127 holdings also in FTGS
60.0%
% of FTGS's 51 holdings also in JOET
Overlap by Weight
Sector Drift (JOET minus FTGS)
Overlapping Holdings
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| Company | Weight in JOET |
Weight in FTGS |
Overlap | |
|---|---|---|---|---|
 |
WR BERKLEY CORP | 0.9% | 2.6% | 0.9% |
|
MARKEL CORP | 0.9% | 2.3% | 0.9% |
|
AUTOMATIC DATA PROCESSING | 0.9% | 2.3% | 0.9% |
|
VISA INC. CLASS A | 0.9% | 2.4% | 0.9% |
|
PACCAR INC | 0.9% | 1.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
JOET Overweight Relative to FTGS
|
PROGRESSIVE CORP | 1.0% |
 |
CHECK POINT SOFTWARE TECH | 1.0% |
|
BROWN & BROWN INC | 1.0% |
|
HEICO CORP | 0.9% |
|
ARTHUR J GALLAGHER & CO | 0.9% |
 |
AON PLC CLASS A | 0.9% |
|
CME GROUP INC | 0.9% |
 |
YUM CHINA HOLDINGS, INC. | 0.9% |
|
REPUBLIC SERVICES INC | 0.9% |
|
WELLTOWER, INC. | 0.9% |
JOET Underweight Relative to FTGS
|
CORESITE REALTY CORP | -2.7% |
|
INTUIT INC | -2.2% |
 |
EVEREST RE GROUP LTD | -2.2% |
|
PALO ALTO NETWORKS INC | -2.2% |
|
RENAISSANCERE HOLDINGS LTD | -2.1% |
|
MOTOROLA SOLUTIONS | -2.1% |
|
WORKDAY INC-CLASS A | -2.1% |
|
MICROSOFT CORP | -2.1% |
|
MONOLITHIC POWER SYSTEMS INC | -1.9% |
|
AIRBNB, INC. CLASS A | -1.9% |