Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
33%
OVERLAP
BY WEIGHT
42
# OF OVERLAPPING
HOLDINGS
JOET
126
HOLDINGS
34%
ALSO IN ROE
ROE
100
HOLDINGS
42%
ALSO IN JOET
SECTOR DRIFT (JOET minus ROE)
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 JOET |
Weight in ROE |
Overlap | |
|---|---|---|---|---|
 |
ELI LILLY & CO | 0.9% | 0.9% | 0.9% |
|
ALPHABET INC. CLASS A | 0.9% | 1.2% | 0.9% |
|
CATERPILLAR INC | 0.9% | 1.1% | 0.9% |
|
FIRST SOLAR INC | 0.9% | 1.0% | 0.9% |
|
WESTERN DIGITAL CORP | 0.9% | 1.4% | 0.9% |
JOET Overweight Relative to ROE
|
QUANTA SERVICES INC | 0.9% |
|
ZOOM VIDEO COMMUNICATIONS, INC. CLAS | 0.9% |
|
GENERAL DYNAMICS CORP | 0.9% |
|
ADVANCED MICRO DEVICES | 0.9% |
|
TEXTRON INC | 0.9% |
|
ILLUMINA INC | 0.8% |
|
DATADOG INC CLASS A | 0.8% |
|
DIAMONDBACK ENERGY INC | 0.8% |
|
COTERRA ENERGY INC. | 0.8% |
|
DEVON ENERGY CORPORATION | 0.8% |
JOET Underweight Relative to ROE
|
SANMINA CORP | -1.7% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -1.7% |
|
QUALCOMM INC | -1.5% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -1.4% |
|
DELL TECHNOLOGIES INC CLASS C | -1.4% |
 |
NXP SEMICONDUCTORS NV | -1.3% |
|
TEXAS INSTRUMENTS INC | -1.3% |
|
COMFORT SYSTEMS USA INC | -1.3% |
|
FORTINET INC | -1.2% |
|
JABIL CIRCUIT INC | -1.2% |