Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
43%
OVERLAP
BY WEIGHT
223
# OF OVERLAPPING
HOLDINGS
IUS
531
HOLDINGS
42%
ALSO IN JVAL
JVAL
387
HOLDINGS
60%
ALSO IN IUS
SECTOR DRIFT (IUS minus JVAL)
OVERLAPPING HOLDINGS
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| Company | Weight in IUS |
Weight in JVAL |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 5.5% | 2.8% | 2.8% |
|
META PLATFORMS INC | 2.7% | 2.5% | 2.5% |
|
MICROSOFT CORP | 3.3% | 2.1% | 2.1% |
|
APPLE INC | 4.4% | 2.0% | 2.0% |
|
BROADCOM INC. | 1.2% | 3.5% | 1.2% |
IUS Overweight Relative to JVAL
|
ALPHABET INC. CLASS A | 2.7% |
|
AMAZON.COM INC | 2.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.5% |
|
EXXON MOBIL CORP | 2.3% |
|
APPLE INC | 2.3% |
|
NVIDIA CORP | 1.9% |
|
MICROSOFT CORP | 1.2% |
|
WAL-MART STORES INC | 1.0% |
|
CHEVRON CORP | 0.9% |
|
UNITEDHEALTH GROUP INC | 0.8% |
IUS Underweight Relative to JVAL
|
BROADCOM INC. | -2.3% |
|
ORACLE CORP | -1.0% |
|
CITIGROUP INC | -0.9% |
|
ANALOG DEVICES INC | -0.7% |
|
AMPHENOL CORP-CL A | -0.6% |
|
INTUIT INC | -0.6% |
|
INTL BUSINESS MACHINES CORP | -0.6% |
|
JOHNSON & JOHNSON | -0.6% |
|
TEXAS INSTRUMENTS INC | -0.6% |
|
CAPITAL ONE FINANCIAL CORP | -0.5% |