Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
48%
OVERLAP
BY WEIGHT
53
# OF OVERLAPPING
HOLDINGS
LVDS
137
HOLDINGS
40%
ALSO IN JEPI
JEPI
122
HOLDINGS
51%
ALSO IN LVDS
SECTOR DRIFT (LVDS minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in LVDS |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
AMAZON.COM INC | 10.2% | 1.7% | 1.7% |
|
NEXTERA ENERGY GROUP | 5.9% | 1.7% | 1.7% |
 |
EATON CORP PLC | 5.3% | 1.7% | 1.7% |
|
TRANE TECHNOLOGIES PLC | 2.8% | 1.6% | 1.6% |
|
EOG RESOURCES, INC. | 3.8% | 1.6% | 1.6% |
LVDS Overweight Relative to JEPI
|
ALPHABET INC. CLASS C | 15.4% |
|
EXXON MOBIL CORP | 9.3% |
|
MICRON TECHNOLOGY INC | 8.5% |
|
AMAZON.COM INC | 8.5% |
|
WELLS FARGO & CO | 7.9% |
|
BANK OF AMERICA CORP | 7.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 6.5% |
|
MORGAN STANLEY | 5.9% |
|
ANALOG DEVICES INC | 5.2% |
|
SEAGATE TECHNOLOGY HOLDINGS PLC | 5.1% |
LVDS Underweight Relative to JEPI
|
ALPHABET INC. CLASS A | -1.8% |
|
ROSS STORES INC | -1.7% |
|
BROADCOM INC. | -1.7% |
|
HOWMET AEROSPACE INC. | -1.6% |
|
NVIDIA CORP | -1.6% |
|
APPLE INC | -1.5% |
|
YUM! BRANDS INC | -1.4% |
|
VISA INC. CLASS A | -1.4% |
|
AMERICAN EXPRESS CO | -1.3% |
|
AMPHENOL CORP-CL A | -1.3% |