Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
16%
OVERLAP
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
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| Company | Weight in JEPI |
Weight in HAPY |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 1.8% | 1.8% | 1.8% |
|
NVIDIA CORP | 1.9% | 1.7% | 1.7% |
|
MICROSOFT CORP | 1.7% | 1.7% | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.8% | 1.5% | 1.5% |
|
STRYKER CORP | 1.2% | 1.4% | 1.2% |
JEPI Overweight Relative to HAPY
|
META PLATFORMS INC | 1.8% |
 |
TRANE TECHNOLOGIES PLC | 1.7% |
|
AMAZON.COM INC | 1.7% |
|
ABBVIE INC | 1.6% |
|
VISA INC. CLASS A | 1.6% |
|
ANALOG DEVICES INC | 1.6% |
|
SOUTHERN CO | 1.5% |
|
EATON CORP PLC | 1.5% |
|
PROGRESSIVE CORP | 1.4% |
|
MCDONALD'S CORP | 1.4% |
JEPI Underweight Relative to HAPY
|
CIENA CORP | -1.9% |
|
PULTE HOMES INC | -1.9% |
|
AES CORP | -1.8% |
|
NEUROCRINE BIOSCIENCES INC | -1.8% |
|
INSULET CORP | -1.8% |
|
GUIDEWIRE SOFTWARE INC | -1.7% |
|
RESMED INC | -1.7% |
|
NETFLIX INC | -1.7% |
|
FREEPORT-MCMORAN COPPER | -1.6% |
|
SYNCHRONY FINANCIAL | -1.6% |