Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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98
Number of overlapping holdings
22.5%
% of SPXT's 437 holdings also in JEPI
83.1%
% of JEPI's 139 holdings also in SPXT
Overlap by Weight
Sector Drift (SPXT minus JEPI)
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 SPXT |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 5.3% | 1.6% | 1.6% |
|
META PLATFORMS INC | 3.2% | 1.5% | 1.5% |
|
EXXON MOBIL CORP | 1.7% | 1.4% | 1.4% |
|
ALPHABET INC. CLASS A | 3.1% | 1.4% | 1.4% |
|
UNITEDHEALTH GROUP INC | 1.7% | 1.4% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
SPXT Overweight Relative to JEPI
|
AMAZON.COM INC | 3.7% |
|
ALPHABET INC. CLASS C | 2.6% |
|
JPMORGAN CHASE & CO | 1.9% |
|
TESLA MOTORS INC | 1.9% |
|
META PLATFORMS INC | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.8% |
|
ALPHABET INC. CLASS A | 1.7% |
|
HOME DEPOT INC | 1.1% |
|
ELI LILLY & CO | 1.0% |
|
JOHNSON & JOHNSON | 1.0% |
SPXT Underweight Relative to JEPI
|
MICROSOFT CORP | -1.5% |
|
INTUIT INC | -1.5% |
|
SERVICENOW INC | -1.4% |
 |
TRANE TECHNOLOGIES PLC | -1.4% |
 |
NXP SEMICONDUCTORS NV | -1.3% |
|
PROGRESSIVE CORP | -1.3% |
|
SOUTHERN CO | -1.2% |
|
NVIDIA CORP | -1.2% |
|
TEXAS INSTRUMENTS INC | -1.2% |
|
ANALOG DEVICES INC | -1.1% |