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
OVERLAP
36%
OVERLAP
BY WEIGHT
60
# OF OVERLAPPING
HOLDINGS
JAVA
164
HOLDINGS
38%
ALSO IN JEPI
JEPI
125
HOLDINGS
56%
ALSO IN JAVA
SECTOR DRIFT (JAVA minus JEPI)
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 JAVA |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
JOHNSON & JOHNSON | 1.6% | 1.6% | 1.6% |
|
AMAZON.COM INC | 2.2% | 1.5% | 1.5% |
|
RTX CORP | 1.4% | 1.4% | 1.4% |
|
LOWE'S COS INC | 1.2% | 1.4% | 1.2% |
|
WALT DISNEY CO/THE | 1.2% | 1.4% | 1.2% |
JAVA Overweight Relative to JEPI
|
ALPHABET INC. CLASS C | 3.3% |
|
WELLS FARGO & CO | 3.1% |
|
BANK OF AMERICA CORP | 2.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
|
WESTERN DIGITAL CORP | 1.6% |
|
MICRON TECHNOLOGY INC | 1.4% |
|
MORGAN STANLEY | 1.2% |
|
FIRST CITIZENS BCSHS -CL A | 1.2% |
|
HUMANA INC | 1.0% |
|
PHILIP MORRIS INTERNATIONAL | 0.9% |
JAVA Underweight Relative to JEPI
|
ALPHABET INC. CLASS A | -1.7% |
|
MASTERCARD INCORPORATED CLASS A | -1.5% |
|
VISA INC. CLASS A | -1.5% |
|
ROSS STORES INC | -1.5% |
|
NVIDIA CORP | -1.5% |
|
HOWMET AEROSPACE INC. | -1.5% |
|
APPLE INC | -1.5% |
|
YUM! BRANDS INC | -1.4% |
 |
TRANE TECHNOLOGIES PLC | -1.3% |
|
INTUIT INC | -1.3% |