Fund Overlap

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


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207

Number of overlapping holdings

38.2%

% of IUS's 545 holdings also in JVAL

60.5%

% of JVAL's 360 holdings also in IUS

Overlap by Weight
Sector Drift (IUS minus JVAL)
Overlapping Holdings

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Company Weight
in IUS
Weight
in JVAL
Overlap
ALPHABET INC. CLASS A 4.1% 2.6% 2.6%
APPLE INC 5.1% 2.3% 2.3%
MICROSOFT CORP 3.1% 2.1% 2.1%
META PLATFORMS INC 2.0% 2.8% 2.0%
UNITEDHEALTH GROUP INC 1.4% 1.7% 1.4%

Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to JVAL
BERKSHIRE HATHAWAY INC-CL B 2.8%
APPLE INC 2.8%
EXXON MOBIL CORP 2.4%
AMAZON.COM INC 2.1%
ALPHABET INC. CLASS A 1.5%
WAL-MART STORES INC 1.1%
VERIZON COMMUNICATIONS INC 1.1%
CHEVRON CORP 1.0%
MICROSOFT CORP 1.0%
NVIDIA CORP 0.9%
IUS Underweight Relative to JVAL
BROADCOM INC. -1.7%
MERCK & CO. INC. -0.9%
QUALCOMM INC -0.8%
ORACLE CORP -0.8%
META PLATFORMS INC -0.7%
APPLIED MATERIALS INC -0.7%
ANALOG DEVICES INC -0.7%
CITIGROUP INC -0.6%
TEXAS INSTRUMENTS INC -0.6%
INTUIT INC -0.6%
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