Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
23%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
JPEF
42
HOLDINGS
13%
ALSO IN DUSA
DUSA
27
HOLDINGS
19%
ALSO IN JPEF
SECTOR DRIFT (JPEF minus DUSA)
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 JPEF |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 6.8% | 6.9% | 6.8% |
|
META PLATFORMS INC | 5.8% | 11.5% | 5.8% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% | 12.3% | 4.0% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% | 8.5% | 3.3% |
|
ALPHABET INC. CLASS C | 2.7% | 5.5% | 2.7% |
JPEF Overweight Relative to DUSA
|
MICROSOFT CORP | 7.7% |
|
BROADCOM INC. | 6.1% |
|
NVIDIA CORP | 5.6% |
|
APPLE INC | 4.3% |
|
LOEWS CORP | 3.4% |
|
KINDER MORGAN INC | 3.1% |
|
MASTERCARD INCORPORATED CLASS A | 3.0% |
|
MCDONALD'S CORP | 2.8% |
|
M & T BANK CORP | 2.7% |
|
MORGAN STANLEY | 2.7% |
JPEF Underweight Relative to DUSA
|
CAPITAL ONE FINANCIAL CORP | -8.3% |
|
US BANCORP | -6.9% |
|
MGM MIRAGE | -6.8% |
|
CVS CAREMARK CORP | -6.7% |
|
META PLATFORMS INC | -5.7% |
|
MARKEL CORP | -5.4% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.2% |
|
APPLIED MATERIALS INC | -4.8% |
|
WELLS FARGO & CO | -3.8% |
|
HUMANA INC | -3.8% |