Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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80
Number of overlapping holdings
16.2%
% of PBP's 496 holdings also in JEPQ
87.0%
% of JEPQ's 109 holdings also in PBP
Overlap by Weight
Sector Drift (PBP minus JEPQ)
Overlapping Holdings
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| Company | Weight in PBP |
Weight in JEPQ |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 6.8% | 8.0% | 6.8% |
|
MICROSOFT CORP | 6.3% | 6.5% | 6.3% |
|
NVIDIA CORP | 5.7% | 6.3% | 5.7% |
|
AMAZON.COM INC | 3.8% | 4.9% | 3.8% |
|
META PLATFORMS INC | 2.5% | 3.4% | 2.5% |
Position Highlights (Non-Overlapping Exposures)
PBP Overweight Relative to JEPQ
|
BERKSHIRE HATHAWAY INC-CL B | 2.2% |
|
ALPHABET INC. CLASS A | 2.0% |
|
ELI LILLY & CO | 1.5% |
|
JPMORGAN CHASE & CO | 1.5% |
|
VISA INC. CLASS A | 1.3% |
|
EXXON MOBIL CORP | 1.1% |
|
WAL-MART STORES INC | 0.9% |
|
PROCTER & GAMBLE CO/THE | 0.9% |
|
JOHNSON & JOHNSON | 0.9% |
|
HOME DEPOT INC | 0.8% |
PBP Underweight Relative to JEPQ
|
ALPHABET INC. CLASS C | -2.6% |
|
NETFLIX INC | -1.3% |
|
BROADCOM INC. | -1.3% |
|
APPLE INC | -1.1% |
|
AMAZON.COM INC | -1.1% |
|
T-MOBILE US, INC. | -1.0% |
|
INTUITIVE SURGICAL INC | -0.8% |
|
INTUIT INC | -0.8% |
|
BOOKING HOLDINGS INC. | -0.8% |
|
META PLATFORMS INC | -0.8% |