Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
29%

OVERLAP
BY WEIGHT
79

# OF OVERLAPPING
HOLDINGS
JVAL
387
HOLDINGS
21%
ALSO IN ULVM
ULVM
128
HOLDINGS
64%
ALSO IN JVAL
SECTOR DRIFT (JVAL minus ULVM)
OVERLAPPING HOLDINGS

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Company Weight
in JVAL
Weight
in ULVM
Overlap
ALPHABET INC. CLASS A 2.8% 1.1% 1.1%
INTL BUSINESS MACHINES CORP 1.0% 1.1% 1.0%
META PLATFORMS INC 2.5% 0.9% 0.9%
CITIGROUP INC 0.9% 1.0% 0.9%
AT&T INC 0.9% 1.5% 0.9%
JVAL Overweight Relative to ULVM
BROADCOM INC. 3.5%
MICROSOFT CORP 2.1%
APPLE INC 2.0%
ALPHABET INC. CLASS A 1.7%
META PLATFORMS INC 1.6%
JOHNSON & JOHNSON 1.5%
ORACLE CORP 1.5%
SALESFORCE.COM INC 0.9%
CATERPILLAR INC 0.9%
CISCO SYSTEMS INC 0.9%
JVAL Underweight Relative to ULVM
NISOURCE INC -1.6%
WELLTOWER, INC. -1.5%
BOSTON SCIENTIFIC CORP -1.5%
BERKSHIRE HATHAWAY INC-CL B -1.5%
DUKE ENERGY CORP -1.4%
WAL-MART STORES INC -1.3%
BLACKROCK INC -1.3%
VENTAS INC -1.2%
COSTCO WHOLESALE CORP -1.2%
FOX CORPORATION CLASS A -1.2%
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