Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
14%
OVERLAP
BY WEIGHT
BY WEIGHT
18
# OF OVERLAPPING HOLDINGS
JEPI
130
HOLDINGS
16%
ALSO IN HAPY
HAPY
76
HOLDINGS
24%
ALSO IN JEPI
SECTOR DRIFT (JEPI minus HAPY)
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 JEPI |
Weight in HAPY |
Overlap | |
|---|---|---|---|---|
 |
MASTERCARD INCORPORATED CLASS A | 1.6% | 1.4% | 1.4% |
|
MICROSOFT CORP | 1.4% | 1.4% | 1.4% |
|
ALPHABET INC. CLASS A | 1.3% | 1.3% | 1.3% |
|
NVIDIA CORP | 1.3% | 1.2% | 1.2% |
|
TEXAS INSTRUMENTS INC | 1.2% | 1.5% | 1.2% |
JEPI Overweight Relative to HAPY
|
ABBVIE INC | 1.7% |
|
PROGRESSIVE CORP | 1.6% |
|
VISA INC. CLASS A | 1.6% |
|
SOUTHERN CO | 1.5% |
|
META PLATFORMS INC | 1.5% |
|
MCDONALD'S CORP | 1.5% |
|
AMAZON.COM INC | 1.5% |
|
ANALOG DEVICES INC | 1.4% |
 |
TRANE TECHNOLOGIES PLC | 1.4% |
|
BRISTOL-MYERS SQUIBB CO | 1.4% |
JEPI Underweight Relative to HAPY
|
AES CORP | -1.6% |
|
COLGATE-PALMOLIVE CO | -1.6% |
|
MARKETAXESS HOLDINGS INC | -1.5% |
|
MERCK & CO. INC. | -1.5% |
 |
BUNGE GLOBAL SA | -1.5% |
|
CBOE HOLDINGS INC | -1.5% |
|
ROPER TECHNOLOGIES, INC. | -1.5% |
|
HANOVER INSURANCE GROUP INC/ | -1.4% |
 |
ARCH CAPITAL GROUP LTD | -1.4% |
|
CAMDEN PROPERTY TRUST | -1.4% |