Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
![](../../images/overlap_matrix_icon.png)
33
Number of overlapping holdings
12.0%
% of JQUA's 282 holdings also in HAPY
45.2%
% of HAPY's 75 holdings also in JQUA
Overlap by Weight
Sector Drift (JQUA minus HAPY)
Overlapping Holdings
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Company | Weight in JQUA |
Weight in HAPY |
Overlap | |
---|---|---|---|---|
NVIDIA CORP | 1.7% | 1.6% | 1.6% | |
APPLE INC | 2.0% | 1.5% | 1.5% | |
MICROSOFT CORP | 1.9% | 1.3% | 1.3% | |
ALPHABET INC. CLASS A | 1.9% | 1.3% | 1.3% | |
MERCK & CO. INC. | 1.3% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
JQUA Overweight Relative to HAPY
BERKSHIRE HATHAWAY INC-CL B | 2.1% | |
META PLATFORMS INC | 1.8% | |
EXXON MOBIL CORP | 1.8% | |
BROADCOM INC. | 1.6% | |
VISA INC. CLASS A | 1.6% | |
JOHNSON & JOHNSON | 1.6% | |
PROCTER & GAMBLE CO/THE | 1.6% | |
COSTCO WHOLESALE CORP | 1.5% | |
HOME DEPOT INC | 1.5% | |
ABBVIE INC | 1.4% |
JQUA Underweight Relative to HAPY
EVERCORE PARTNERS INC-CL A | -1.6% | |
SOUTH STATE CORP | -1.6% | |
GUIDEWIRE SOFTWARE INC | -1.5% | |
NATIONAL STORAGE AFFILIATES TRUST | -1.5% | |
PINNACLE FINANCIAL PARTNERS | -1.5% | |
EAST WEST BANCORP INC | -1.5% | |
PROLOGIS INC | -1.5% | |
SYNCHRONY FINANCIAL | -1.4% | |
HEALTHPEAK PROPERTIES, INC. | -1.4% | |
MSCI INC-A | -1.4% |