Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
JPEF
42
HOLDINGS
25%
ALSO IN GDIV
GDIV
47
HOLDINGS
22%
ALSO IN JPEF
SECTOR DRIFT (JPEF minus GDIV)
OVERLAPPING HOLDINGS
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| Company | Weight in JPEF |
Weight in GDIV |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.7% | 7.5% | 7.5% |
|
BROADCOM INC. | 6.1% | 11.0% | 6.1% |
|
APPLE INC | 4.3% | 5.1% | 4.3% |
|
META PLATFORMS INC | 5.8% | 3.4% | 3.4% |
|
NEXTERA ENERGY GROUP | 2.0% | 1.9% | 1.9% |
JPEF Overweight Relative to GDIV
|
AMAZON.COM INC | 6.8% |
|
NVIDIA CORP | 5.6% |
|
CAPITAL ONE FINANCIAL CORP | 4.0% |
|
LOEWS CORP | 3.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% |
|
KINDER MORGAN INC | 3.1% |
|
MASTERCARD INCORPORATED CLASS A | 3.0% |
|
MCDONALD'S CORP | 2.8% |
|
MORGAN STANLEY | 2.7% |
|
ALPHABET INC. CLASS C | 2.7% |
JPEF Underweight Relative to GDIV
|
BROADCOM INC. | -5.0% |
|
ARTHUR J GALLAGHER & CO | -4.0% |
|
TAPESTRY, INC. | -3.6% |
|
MUELLER INDUSTRIES INC | -3.6% |
|
BANK OF AMERICA CORP | -2.8% |
|
PRIMERICA INC | -2.7% |
|
COCA-COLA CO/THE | -2.7% |
|
CINTAS CORP | -2.5% |
|
PFIZER INC | -2.5% |
|
WILLIAMS COS INC | -2.2% |