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
70
Number of overlapping holdings
69.3%
% of NUSI's 101 holdings also in JEPQ
76.1%
% of JEPQ's 109 holdings also in NUSI
Overlap by Weight
Sector Drift (NUSI minus JEPQ)
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 NUSI |
Weight in JEPQ |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 9.2% | 8.0% | 8.0% |
|
MICROSOFT CORP | 7.6% | 6.5% | 6.5% |
|
NVIDIA CORP | 8.5% | 6.3% | 6.3% |
|
AMAZON.COM INC | 6.0% | 4.9% | 4.9% |
|
META PLATFORMS INC | 4.0% | 3.4% | 3.4% |
Position Highlights (Non-Overlapping Exposures)
NUSI Overweight Relative to JEPQ
|
ALPHABET INC. CLASS A | 2.7% |
|
NVIDIA CORP | 2.2% |
|
BROADCOM INC. | 1.3% |
|
TESLA MOTORS INC | 1.2% |
|
APPLE INC | 1.2% |
|
COSTCO WHOLESALE CORP | 1.2% |
|
AMAZON.COM INC | 1.1% |
|
MICROSOFT CORP | 1.0% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.9% |
|
GILEAD SCIENCES INC | 0.8% |
NUSI Underweight Relative to JEPQ
|
ALPHABET INC. CLASS C | -1.7% |
|
ABBVIE INC | -0.6% |
|
COCA-COLA CO/THE | -0.5% |
|
SOUTHERN CO | -0.4% |
|
LOWE'S COS INC | -0.4% |
|
SERVICENOW INC | -0.4% |
|
ORACLE CORP | -0.4% |
|
MASTERCARD INCORPORATED CLASS A | -0.3% |
 |
EATON CORP PLC | -0.3% |
|
DEERE & CO | -0.3% |