Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
54
# OF OVERLAPPING
HOLDINGS
FDLO
131
HOLDINGS
44%
ALSO IN JEPI
JEPI
125
HOLDINGS
50%
ALSO IN FDLO
SECTOR DRIFT (FDLO minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in FDLO |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 5.6% | 1.7% | 1.7% |
|
AMAZON.COM INC | 3.8% | 1.5% | 1.5% |
|
ANALOG DEVICES INC | 1.5% | 1.5% | 1.5% |
|
MICROSOFT CORP | 6.7% | 1.5% | 1.5% |
|
APPLE INC | 7.9% | 1.5% | 1.5% |
FDLO Overweight Relative to JEPI
|
APPLE INC | 6.4% |
|
MICROSOFT CORP | 5.2% |
|
ALPHABET INC. CLASS A | 4.0% |
|
BROADCOM INC. | 2.8% |
|
AMAZON.COM INC | 2.3% |
|
JPMORGAN CHASE & CO | 1.9% |
|
CISCO SYSTEMS INC | 1.7% |
|
INTL BUSINESS MACHINES CORP | 1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.3% |
|
META PLATFORMS INC | 1.1% |
FDLO Underweight Relative to JEPI
|
ROSS STORES INC | -1.5% |
|
NVIDIA CORP | -1.5% |
|
HOWMET AEROSPACE INC. | -1.5% |
|
WALT DISNEY CO/THE | -1.4% |
|
NEXTERA ENERGY GROUP | -1.4% |
 |
MEDTRONIC PLC | -1.3% |
|
3M CO | -1.3% |
|
STRYKER CORP | -1.3% |
|
INTUIT INC | -1.3% |
|
SERVICENOW INC | -1.2% |