Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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12
Number of overlapping holdings
48.0%
% of USMC's 26 holdings also in JPEF
30.0%
% of JPEF's 42 holdings also in USMC
Overlap by Weight
Sector Drift (USMC minus JPEF)
Overlapping Holdings
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| Company | Weight in USMC |
Weight in JPEF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 5.7% | 6.0% | 5.7% |
|
META PLATFORMS INC | 5.6% | 5.7% | 5.6% |
|
NVIDIA CORP | 4.6% | 4.9% | 4.6% |
|
APPLE INC | 6.6% | 4.1% | 4.1% |
|
BROADCOM INC. | 4.5% | 4.1% | 4.1% |
Position Highlights (Non-Overlapping Exposures)
USMC Overweight Relative to JPEF
|
NETFLIX INC | 6.2% |
|
VISA INC. CLASS A | 5.2% |
|
JPMORGAN CHASE & CO | 4.8% |
|
ALPHABET INC. CLASS A | 4.0% |
|
EXXON MOBIL CORP | 4.0% |
|
WAL-MART STORES INC | 3.7% |
|
TESLA MOTORS INC | 3.5% |
|
COSTCO WHOLESALE CORP | 3.0% |
|
BANK OF AMERICA CORP | 2.9% |
|
ABBVIE INC | 2.9% |
USMC Underweight Relative to JPEF
|
CAPITAL ONE FINANCIAL CORP | -3.5% |
|
KINDER MORGAN INC | -3.0% |
|
LOEWS CORP | -2.8% |
|
EOG RESOURCES, INC. | -2.7% |
|
MCDONALD'S CORP | -2.6% |
|
M & T BANK CORP | -2.6% |
|
AMAZON.COM INC | -2.5% |
|
MORGAN STANLEY | -2.4% |
|
PALO ALTO NETWORKS INC | -2.3% |
|
ALPHABET INC. CLASS C | -2.0% |