Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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88
Number of overlapping holdings
45.4%
% of IWL's 197 holdings also in JEPI
74.6%
% of JEPI's 139 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus JEPI)
Overlapping Holdings
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Company | Weight in IWL |
Weight in JEPI |
Overlap | |
---|---|---|---|---|
META PLATFORMS INC | 2.9% | 1.8% | 1.8% | |
AMAZON.COM INC | 4.6% | 1.8% | 1.8% | |
MICROSOFT CORP | 8.4% | 1.7% | 1.7% | |
EXXON MOBIL CORP | 1.5% | 1.3% | 1.3% | |
ELI LILLY & CO | 1.8% | 1.3% | 1.3% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to JEPI
APPLE INC | 7.3% | |
MICROSOFT CORP | 6.8% | |
NVIDIA CORP | 5.6% | |
AMAZON.COM INC | 2.9% | |
ALPHABET INC. CLASS C | 2.2% | |
ALPHABET INC. CLASS A | 1.6% | |
BROADCOM INC. | 1.6% | |
JPMORGAN CHASE & CO | 1.6% | |
BERKSHIRE HATHAWAY INC-CL B | 1.3% | |
TESLA MOTORS INC | 1.3% |
IWL Underweight Relative to JEPI
TRANE TECHNOLOGIES PLC | -1.8% | |
NXP SEMICONDUCTORS NV | -1.4% | |
PROGRESSIVE CORP | -1.4% | |
YUM! BRANDS INC | -1.3% | |
LINDE PLC | -1.3% | |
TRAVELERS COS INC/THE | -1.2% | |
INTUIT INC | -1.2% | |
PUBLIC SERVICE ENTERPRISE GP | -1.1% | |
CHIPOTLE MEXICAN GRILL-CL A | -1.1% | |
SOUTHERN CO | -1.1% |