Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
83%
OVERLAP
BY WEIGHT
272
# OF OVERLAPPING
HOLDINGS
AAUA
390
HOLDINGS
70%
ALSO IN JUST
JUST
468
HOLDINGS
59%
ALSO IN AAUA
SECTOR DRIFT (AAUA minus JUST)
OVERLAPPING HOLDINGS
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| Company | Weight in AAUA |
Weight in JUST |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 7.9% | 8.5% | 7.9% |
|
APPLE INC | 7.5% | 7.4% | 7.4% |
|
MICROSOFT CORP | 4.8% | 4.9% | 4.8% |
|
AMAZON.COM INC | 4.1% | 5.0% | 4.1% |
|
ALPHABET INC. CLASS A | 3.6% | 3.6% | 3.6% |
AAUA Overweight Relative to JUST
|
META PLATFORMS INC | 2.1% |
|
TESLA MOTORS INC | 1.8% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
|
CHEVRON CORP | 0.6% |
|
PHILIP MORRIS INTERNATIONAL | 0.5% |
|
SANDISK CORP | 0.5% |
|
WELLS FARGO & CO | 0.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 0.4% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 0.3% |
|
TJX COMPANIES INC | 0.3% |
AAUA Underweight Relative to JUST
|
AMAZON.COM INC | -0.9% |
|
NVIDIA CORP | -0.6% |
|
JPMORGAN CHASE & CO | -0.5% |
|
MARVELL TECHNOLOGY, INC. | -0.4% |
|
VERIZON COMMUNICATIONS INC | -0.4% |
|
WALT DISNEY CO/THE | -0.4% |
|
AMERICAN EXPRESS CO | -0.4% |
|
MICRON TECHNOLOGY INC | -0.4% |
|
PROLOGIS INC | -0.3% |
|
DEERE & CO | -0.3% |