Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
32.5%
% of JPEF's 42 holdings also in BKWO
24.5%
% of BKWO's 54 holdings also in JPEF
Overlap by Weight
Sector Drift (JPEF minus BKWO)
Overlapping Holdings
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| Company | Weight in JPEF |
Weight in BKWO |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.3% | 8.6% | 7.3% |
|
AMAZON.COM INC | 5.5% | 6.0% | 5.5% |
|
NVIDIA CORP | 5.5% | 7.5% | 5.5% |
|
APPLE INC | 3.5% | 3.4% | 3.4% |
|
META PLATFORMS INC | 4.4% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
JPEF Overweight Relative to BKWO
|
BERKSHIRE HATHAWAY INC-CL B | 3.0% |
|
KINDER MORGAN INC | 2.9% |
|
LOEWS CORP | 2.8% |
|
EOG RESOURCES, INC. | 2.7% |
|
REGENERON PHARMACEUTICALS | 2.7% |
|
BROADCOM INC. | 2.6% |
|
CAPITAL ONE FINANCIAL CORP | 2.6% |
|
PUBLIC STORAGE | 2.5% |
|
M & T BANK CORP | 2.4% |
|
NEXTERA ENERGY GROUP | 2.4% |
JPEF Underweight Relative to BKWO
|
JPMORGAN CHASE & CO | -3.6% |
|
UBER TECHNOLOGIES, INC. | -2.6% |
|
PROGRESSIVE CORP | -2.3% |
|
SHOPIFY, INC. CLASS A | -2.1% |
|
NVIDIA CORP | -2.0% |
|
BRIGHT HORIZONS FAMILY SOLUT | -2.0% |
 |
ACCENTURE PLC-CL A | -1.9% |
|
BOSTON SCIENTIFIC CORP | -1.9% |
|
PEPSICO INC | -1.7% |
|
DOMINION RESOURCES INC/VA | -1.7% |