Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
41%

OVERLAP
BY WEIGHT
226

# OF OVERLAPPING
HOLDINGS
IUS
535
HOLDINGS
42%
ALSO IN JVAL
JVAL
387
HOLDINGS
61%
ALSO IN IUS
SECTOR DRIFT (IUS minus JVAL)
OVERLAPPING HOLDINGS

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Company Weight
in IUS
Weight
in JVAL
Overlap
META PLATFORMS INC 2.8% 2.1% 2.1%
ALPHABET INC. CLASS A 4.4% 2.1% 2.1%
APPLE INC 4.0% 2.0% 2.0%
MICROSOFT CORP 3.4% 1.6% 1.6%
UNITEDHEALTH GROUP INC 1.4% 1.1% 1.1%
IUS Overweight Relative to JVAL
AMAZON.COM INC 2.7%
BERKSHIRE HATHAWAY INC-CL B 2.6%
EXXON MOBIL CORP 2.4%
ALPHABET INC. CLASS A 2.3%
APPLE INC 1.9%
NVIDIA CORP 1.8%
MICROSOFT CORP 1.8%
WAL-MART STORES INC 1.0%
CHEVRON CORP 0.8%
VERIZON COMMUNICATIONS INC 0.8%
IUS Underweight Relative to JVAL
BROADCOM INC. -1.1%
CITIGROUP INC -0.7%
ORACLE CORP -0.7%
ANALOG DEVICES INC -0.6%
INTL BUSINESS MACHINES CORP -0.6%
JOHNSON & JOHNSON -0.6%
SALESFORCE.COM INC -0.6%
TEXAS INSTRUMENTS INC -0.5%
AMGEN INC -0.5%
INTUIT INC -0.5%
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