Fund Overlap

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


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102

Number of overlapping holdings

31.3%

% of JVAL's 330 holdings also in USVT

52.0%

% of USVT's 199 holdings also in JVAL

Overlap by Weight
Sector Drift (JVAL minus USVT)
Overlapping Holdings

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Company Weight
in JVAL
Weight
in USVT
Overlap
AT&T INC 0.7% 0.5% 0.5%
BRISTOL-MYERS SQUIBB CO 0.8% 0.5% 0.5%
COMCAST CORP-CL A 0.5% 0.5% 0.5%
ALTRIA GROUP INC 0.5% 0.5% 0.5%
CITIGROUP INC 0.6% 0.5% 0.5%

Position Highlights (Non-Overlapping Exposures)
JVAL Overweight Relative to USVT
ALPHABET INC. CLASS A 2.1%
META PLATFORMS INC 2.1%
MICROSOFT CORP 2.1%
APPLE INC 2.0%
UNITEDHEALTH GROUP INC 1.9%
JOHNSON & JOHNSON 1.6%
BROADCOM INC. 1.5%
MERCK & CO. INC. 1.4%
PFIZER INC 1.2%
TEXAS INSTRUMENTS INC 1.0%
JVAL Underweight Relative to USVT
SUPER MICRO COMPUTER, INC. -0.8%
ACADEMY SPORTS AND OUTDOORS, INC. -0.7%
CIVITAS RESOURCES, INC. -0.6%
GRAPHIC PACKAGING HOLDING CO -0.6%
ATKORE INTERNATIONAL GROUP INC. -0.6%
TENET HEALTHCARE CORP -0.6%
VISTRA ENERGY CORP. -0.6%
PBF ENERGY INC-CLASS A -0.6%
WESCO INTERNATIONAL INC -0.6%
SEASPAN CORP -0.6%
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