Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
209
Number of overlapping holdings
38.4%
% of IUS's 548 holdings also in JVAL
60.8%
% of JVAL's 351 holdings also in IUS
Overlap by Weight
Sector Drift (IUS minus JVAL)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IUS |
Weight in JVAL |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 2.8% | 2.3% | 2.3% |
|
MICROSOFT CORP | 3.2% | 2.2% | 2.2% |
|
ALPHABET INC. CLASS A | 3.9% | 2.0% | 2.0% |
|
APPLE INC | 4.5% | 2.0% | 2.0% |
|
UNITEDHEALTH GROUP INC | 1.5% | 2.0% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
IUS Overweight Relative to JVAL
|
APPLE INC | 2.5% |
|
EXXON MOBIL CORP | 2.3% |
|
AMAZON.COM INC | 2.0% |
|
ALPHABET INC. CLASS A | 1.9% |
|
VERIZON COMMUNICATIONS INC | 1.1% |
|
WAL-MART STORES INC | 1.0% |
|
MICROSOFT CORP | 0.9% |
|
CONOCOPHILLIPS | 0.9% |
|
PROCTER & GAMBLE CO/THE | 0.8% |
|
CHEVRON CORP | 0.8% |
IUS Underweight Relative to JVAL
|
BROADCOM INC. | -1.1% |
|
MERCK & CO. INC. | -0.8% |
|
SALESFORCE.COM INC | -0.7% |
|
ORACLE CORP | -0.7% |
|
JOHNSON & JOHNSON | -0.6% |
|
INTUIT INC | -0.6% |
|
CITIGROUP INC | -0.6% |
|
UNITEDHEALTH GROUP INC | -0.6% |
|
TEXAS INSTRUMENTS INC | -0.5% |
|
DUKE ENERGY CORP | -0.5% |