Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
46%
OVERLAP
BY WEIGHT
69
# OF OVERLAPPING
HOLDINGS
LCDS
112
HOLDINGS
66%
ALSO IN JEPI
JEPI
126
HOLDINGS
61%
ALSO IN LCDS
SECTOR DRIFT (LCDS minus JEPI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in LCDS |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.7% | 1.9% | 1.9% |
|
META PLATFORMS INC | 3.0% | 1.8% | 1.8% |
|
ALPHABET INC. CLASS A | 4.3% | 1.8% | 1.8% |
|
MASTERCARD INCORPORATED CLASS A | 1.8% | 1.8% | 1.8% |
|
MICROSOFT CORP | 7.7% | 1.7% | 1.7% |
LCDS Overweight Relative to JEPI
|
NVIDIA CORP | 6.7% |
|
APPLE INC | 6.3% |
|
MICROSOFT CORP | 6.0% |
|
AMAZON.COM INC | 2.8% |
|
ALPHABET INC. CLASS A | 2.5% |
|
WELLS FARGO & CO | 2.4% |
|
BROADCOM INC. | 2.0% |
|
TESLA MOTORS INC | 1.6% |
|
MICRON TECHNOLOGY INC | 1.2% |
|
META PLATFORMS INC | 1.2% |
LCDS Underweight Relative to JEPI
|
VISA INC. CLASS A | -1.6% |
|
HONEYWELL INTERNATIONAL INC | -1.3% |
|
ROSS STORES INC | -1.3% |
 |
LINDE PLC | -1.3% |
|
YUM! BRANDS INC | -1.3% |
|
TEXAS INSTRUMENTS INC | -1.1% |
|
ANALOG DEVICES INC | -1.1% |
 |
TRANE TECHNOLOGIES PLC | -0.9% |
|
EATON CORP PLC | -0.9% |
|
PEPSICO INC | -0.9% |