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
385
HOLDINGS
21%
ALSO IN ULVM
ULVM
127
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% |