Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
46%
OVERLAP
BY WEIGHT
75
# OF OVERLAPPING
HOLDINGS
LCDS
115
HOLDINGS
68%
ALSO IN JEPI
JEPI
138
HOLDINGS
63%
ALSO IN LCDS
SECTOR DRIFT (LCDS minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in LCDS |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 6.5% | 2.0% | 2.0% |
|
META PLATFORMS INC | 3.1% | 1.9% | 1.9% |
|
NVIDIA CORP | 9.2% | 1.9% | 1.9% |
|
APPLE INC | 7.4% | 1.9% | 1.9% |
|
AMAZON.COM INC | 4.1% | 1.8% | 1.8% |
LCDS Overweight Relative to JEPI
|
NVIDIA CORP | 7.3% |
|
APPLE INC | 5.5% |
|
MICROSOFT CORP | 4.6% |
|
ALPHABET INC. CLASS A | 3.2% |
|
AMAZON.COM INC | 2.3% |
|
WELLS FARGO & CO | 2.0% |
|
MICRON TECHNOLOGY INC | 1.8% |
|
EXXON MOBIL HOLDING CORP | 1.5% |
|
META PLATFORMS INC | 1.2% |
|
CSX CORP | 1.2% |
LCDS Underweight Relative to JEPI
|
VISA INC. CLASS A | -1.5% |
|
JOHNSON & JOHNSON | -1.4% |
|
CITIGROUP INC | -1.3% |
|
ROSS STORES INC | -1.3% |
|
VERTIV HOLDINGS CO. CLASS A | -1.2% |
|
NEXTERA ENERGY GROUP | -1.1% |
|
ECOLAB INC | -1.1% |
 |
TRANE TECHNOLOGIES PLC | -1.1% |
|
3M CO | -1.0% |
|
COSTCO WHOLESALE CORP | -1.0% |