Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
25.0%
% of JPEF's 42 holdings also in GDIV
21.7%
% of GDIV's 47 holdings also in JPEF
Overlap by Weight
Sector Drift (JPEF minus GDIV)
Overlapping Holdings
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| Company | Weight in JPEF |
Weight in GDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.1% | 5.9% | 5.9% |
|
APPLE INC | 4.3% | 5.1% | 4.3% |
|
BROADCOM INC. | 3.5% | 6.4% | 3.5% |
|
META PLATFORMS INC | 4.8% | 2.9% | 2.9% |
|
PROCTER & GAMBLE CO/THE | 2.7% | 2.1% | 2.1% |
Position Highlights (Non-Overlapping Exposures)
JPEF Overweight Relative to GDIV
|
AMAZON.COM INC | 5.8% |
|
NVIDIA CORP | 3.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
CAPITAL ONE FINANCIAL CORP | 3.2% |
|
KINDER MORGAN INC | 3.1% |
|
LOEWS CORP | 3.0% |
|
MCDONALD'S CORP | 2.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.8% |
|
EOG RESOURCES, INC. | 2.8% |
|
PUBLIC STORAGE | 2.2% |
JPEF Underweight Relative to GDIV
|
ARTHUR J GALLAGHER & CO | -4.3% |
|
MUELLER INDUSTRIES INC | -3.0% |
|
BROADCOM INC. | -2.9% |
|
COCA-COLA CO/THE | -2.8% |
|
PRIMERICA INC | -2.8% |
|
PFIZER INC | -2.7% |
|
TAPESTRY, INC. | -2.6% |
|
CINTAS CORP | -2.5% |
|
BANK OF AMERICA CORP | -2.3% |
|
AMERIPRISE FINANCIAL INC | -2.1% |