Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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141

Number of overlapping holdings

91.6%

% of JHMT's 155 holdings also in VGT

43.0%

% of VGT's 332 holdings also in JHMT

Overlap by Weight
Sector Drift (JHMT minus VGT)
Overlapping Holdings

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Company Weight
in JHMT
Weight
in VGT
Overlap
MICROSOFT CORP 6.0% 16.3% 6.0%
APPLE INC 5.7% 19.4% 5.7%
NVIDIA CORP 3.5% 3.9% 3.5%
ADOBE SYSTEMS INC 2.4% 2.2% 2.2%
INTEL CORP 3.2% 2.1% 2.1%

Position Highlights (Non-Overlapping Exposures)
JHMT Overweight Relative to VGT
INTEL CORP 1.1%
SEAGATE TECHNOLOGY HOLDINGS PLC 1.0%
AMPHENOL CORP-CL A 1.0%
COGNIZANT TECH SOLUTIONS-A 0.9%
INTL BUSINESS MACHINES CORP 0.9%
SKYWORKS SOLUTIONS INC 0.9%
MAXIM INTEGRATED PRODUCTS 0.8%
TEXAS INSTRUMENTS INC 0.8%
MARVELL TECHNOLOGY GROUP LTD 0.8%
KEYSIGHT TECHNOLOGIES INC 0.8%
JHMT Underweight Relative to VGT
APPLE INC -13.7%
MICROSOFT CORP -10.3%
VISA INC-CLASS A SHARES -3.3%
MASTERCARD INC-CLASS A -3.0%
PAYPAL HOLDINGS INC -2.7%
ACCENTURE PLC-CL A -1.6%
FIDELITY NATIONAL INFORMATIO -0.8%
AUTOMATIC DATA PROCESSING -0.8%
SQUARE, INC. CLASS A -0.7%
FISERV INC -0.6%
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