Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
JOUL
17
HOLDINGS
76%
ALSO IN AIPO
AIPO
84
HOLDINGS
15%
ALSO IN JOUL
SECTOR DRIFT (JOUL minus AIPO)
OVERLAPPING HOLDINGS
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| Company | Weight in JOUL |
Weight in AIPO |
Overlap | |
|---|---|---|---|---|
 |
EATON CORP PLC | 14.0% | 8.6% | 8.6% |
 |
GE VERNOVA | 12.7% | 8.5% | 8.5% |
|
QUANTA SERVICES INC | 5.8% | 9.0% | 5.8% |
|
HUBBELL INCORPORATED CLASS B | 5.1% | 2.2% | 2.2% |
|
NVENT ELECTRIC PLC | 4.2% | 1.7% | 1.7% |
JOUL Overweight Relative to AIPO
|
EATON CORP PLC | 5.4% |
|
ITRON INC | 4.4% |
|
GE VERNOVA | 4.2% |
|
ESCO TECHNOLOGIES INC | 4.1% |
|
VALMONT INDUSTRIES | 3.8% |
|
MYR GROUP INC/DELAWARE | 3.7% |
|
ADVANCED ENERGY INDUSTRIES | 3.4% |
|
PRIMORIS SERVICES CORP | 3.3% |
|
POWELL INDUSTRIES INC | 3.1% |
|
HUBBELL INCORPORATED CLASS B | 2.9% |
JOUL Underweight Relative to AIPO
|
VERTIV HOLDINGS CO. CLASS A | -6.2% |
|
ALPHABET INC. CLASS A | -4.5% |
|
NVIDIA CORP | -4.4% |
|
BLOOM ENERGY CORPORATION CLASS A | -4.3% |
|
BROADCOM INC. | -4.2% |
|
CONSTELLATION ENERGY CORPORATION | -3.8% |
 |
CAMECO CORP | -3.5% |
|
QUANTA SERVICES INC | -3.1% |
|
ADVANCED MICRO DEVICES | -2.6% |
|
DOMINION RESOURCES INC/VA | -2.2% |