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
0%
OVERLAP
BY WEIGHT
0
# OF OVERLAPPING
HOLDINGS
JEPI
125
HOLDINGS
0%
ALSO IN HAPY
HAPY
1
HOLDINGS
nan%
ALSO IN JEPI
SECTOR DRIFT (JEPI minus HAPY)
OVERLAPPING HOLDINGS
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| Company | Weight in JEPI |
Weight in HAPY |
Overlap | |
|---|---|---|---|---|
JEPI Overweight Relative to HAPY
 |
ALPHABET INC. CLASS A | 1.7% |
|
JOHNSON & JOHNSON | 1.6% |
|
ABBVIE INC | 1.6% |
|
AMAZON.COM INC | 1.5% |
|
ANALOG DEVICES INC | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.5% |
|
ROSS STORES INC | 1.5% |
|
VISA INC. CLASS A | 1.5% |
|
MICROSOFT CORP | 1.5% |
|
NVIDIA CORP | 1.5% |
JEPI Underweight Relative to HAPY
|
PROCTER & GAMBLE CO/THE | 0.1% |
|
LAM RESEARCH CORP | 0.1% |
|
XCEL ENERGY INC | 0.1% |
|
SCHWAB (CHARLES) CORP | 0.1% |
|
INTERCONTINENTALEXCHANGE INC | 0.1% |
|
AUTOZONE INC | 0.2% |
|
VISTRA ENERGY CORP. | 0.2% |
|
BAKER HUGHES COMPANY CLASS A | 0.2% |
|
RAYMOND JAMES FINANCIAL INC | 0.2% |
|
ALTRIA GROUP INC | 0.2% |