Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
68
# OF OVERLAPPING
HOLDINGS
LCDS
111
HOLDINGS
64%
ALSO IN JEPI
JEPI
125
HOLDINGS
63%
ALSO IN LCDS
SECTOR DRIFT (LCDS minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in LCDS |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 4.5% | 1.7% | 1.7% |
|
AMAZON.COM INC | 4.1% | 1.5% | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.8% | 1.5% | 1.5% |
|
NVIDIA CORP | 7.8% | 1.5% | 1.5% |
|
MICROSOFT CORP | 6.7% | 1.5% | 1.5% |
LCDS Overweight Relative to JEPI
|
NVIDIA CORP | 6.3% |
|
MICROSOFT CORP | 5.2% |
|
APPLE INC | 4.9% |
|
ALPHABET INC. CLASS A | 2.8% |
|
AMAZON.COM INC | 2.5% |
|
WELLS FARGO & CO | 2.4% |
|
TESLA MOTORS INC | 1.7% |
|
META PLATFORMS INC | 1.6% |
|
BROADCOM INC. | 1.4% |
|
MICRON TECHNOLOGY INC | 1.3% |
LCDS Underweight Relative to JEPI
|
VISA INC. CLASS A | -1.5% |
|
ROSS STORES INC | -1.5% |
|
YUM! BRANDS INC | -1.4% |
|
JOHNSON & JOHNSON | -1.3% |
|
EMERSON ELECTRIC CO | -1.2% |
|
ANALOG DEVICES INC | -1.1% |
|
TRAVELERS COS INC/THE | -0.9% |
|
DANAHER CORP | -0.9% |
|
ECOLAB INC | -0.9% |
|
WAL-MART STORES INC | -0.8% |