Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
39
# OF OVERLAPPING
HOLDINGS
JOET
126
HOLDINGS
31%
ALSO IN SPGP
SPGP
75
HOLDINGS
53%
ALSO IN JOET
SECTOR DRIFT (JOET minus SPGP)
OVERLAPPING HOLDINGS
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| Company | Weight in JOET |
Weight in SPGP |
Overlap | |
|---|---|---|---|---|
 |
ARISTA NETWORKS, INC. | 1.2% | 3.0% | 1.2% |
|
ROYAL CARIBBEAN CRUISES LTD | 1.1% | 2.3% | 1.1% |
|
NVIDIA CORP | 1.1% | 3.2% | 1.1% |
|
KLA CORPORATION | 1.1% | 1.4% | 1.1% |
|
FIRST SOLAR INC | 1.1% | 1.6% | 1.1% |
JOET Overweight Relative to SPGP
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.6% |
|
AMPHENOL CORP-CL A | 1.4% |
|
BROADCOM INC. | 1.4% |
|
ORACLE CORP | 1.2% |
|
HOWMET AEROSPACE INC. | 1.2% |
|
HEICO CORP | 1.2% |
|
APPLOVIN CORP. CLASS A | 1.2% |
|
SPOTIFY TECHNOLOGY SA | 1.1% |
|
QUANTA SERVICES INC | 1.1% |
|
INSULET CORP | 1.1% |
JOET Underweight Relative to SPGP
|
SUPER MICRO COMPUTER, INC. | -2.9% |
|
UBER TECHNOLOGIES, INC. | -2.5% |
|
MONOLITHIC POWER SYSTEMS INC | -2.3% |
|
HOST HOTELS & RESORTS INC | -2.2% |
|
NVIDIA CORP | -2.1% |
|
ARISTA NETWORKS, INC. | -1.9% |
|
DELTA AIR LINES INC | -1.7% |
|
AIRBNB, INC. CLASS A | -1.7% |
|
PULTE HOMES INC | -1.6% |
|
SYSCO CORP | -1.6% |