Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
12.5%
% of JPEF's 42 holdings also in DWLD
13.5%
% of DWLD's 40 holdings also in JPEF
Overlap by Weight
Sector Drift (JPEF minus DWLD)
Overlapping Holdings
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| Company | Weight in JPEF |
Weight in DWLD |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.7% | 7.8% | 5.7% |
|
CAPITAL ONE FINANCIAL CORP | 3.5% | 5.2% | 3.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.0% | 3.3% | 3.0% |
|
AMAZON.COM INC | 6.3% | 2.8% | 2.8% |
|
ALPHABET INC. CLASS C | 2.0% | 2.5% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
JPEF Overweight Relative to DWLD
|
MICROSOFT CORP | 6.0% |
|
NVIDIA CORP | 4.9% |
|
APPLE INC | 4.1% |
|
BROADCOM INC. | 4.1% |
|
AMAZON.COM INC | 3.5% |
|
KINDER MORGAN INC | 3.0% |
|
LOEWS CORP | 2.8% |
|
MASTERCARD INCORPORATED CLASS A | 2.8% |
|
EOG RESOURCES, INC. | 2.7% |
|
M & T BANK CORP | 2.6% |
JPEF Underweight Relative to DWLD
 |
MEITUAN DIANPING | -5.8% |
 |
PING AN INSURANCE GROUP CO-H | -5.4% |
 |
PROSUS N.V. CLASS N | -4.9% |
|
TRIP.COM GROUP LTD. SPONSORED ADR | -4.6% |
|
MGM MIRAGE | -4.6% |
|
MARKEL CORP | -4.3% |
 |
JULIUS BAER GRUPPE AG | -4.2% |
 |
DANSKE BANK A/S | -3.9% |
 |
SAMSUNG ELECTRONICS CO LTD | -3.4% |
 |
TOURMALINE OIL CORP | -3.3% |