Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
38%
OVERLAP
BY WEIGHT
67
# OF OVERLAPPING
HOLDINGS
IWX
152
HOLDINGS
45%
ALSO IN JEPI
JEPI
130
HOLDINGS
59%
ALSO IN IWX
SECTOR DRIFT (IWX minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in IWX |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 1.5% | 1.5% | 1.5% |
|
AMAZON.COM INC | 3.1% | 1.5% | 1.5% |
|
ALPHABET INC. CLASS A | 2.2% | 1.3% | 1.3% |
|
UNITEDHEALTH GROUP INC | 1.4% | 1.2% | 1.2% |
 |
LINDE PLC | 1.2% | 1.4% | 1.2% |
IWX Overweight Relative to JEPI
|
JPMORGAN CHASE & CO | 4.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% |
|
ALPHABET INC. CLASS C | 1.8% |
|
EXXON MOBIL CORP | 1.7% |
|
AMAZON.COM INC | 1.7% |
|
CHEVRON CORP | 1.6% |
|
CISCO SYSTEMS INC | 1.4% |
|
WELLS FARGO & CO | 1.3% |
|
JOHNSON & JOHNSON | 1.3% |
|
BANK OF AMERICA CORP | 1.3% |
IWX Underweight Relative to JEPI
|
ABBVIE INC | -1.7% |
|
VISA INC. CLASS A | -1.6% |
|
MASTERCARD INCORPORATED CLASS A | -1.6% |
 |
TRANE TECHNOLOGIES PLC | -1.4% |
|
YUM! BRANDS INC | -1.4% |
|
MICROSOFT CORP | -1.4% |
|
NVIDIA CORP | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.2% |
|
ROSS STORES INC | -1.2% |
|
SERVICENOW INC | -1.0% |