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
59
# OF OVERLAPPING
HOLDINGS
LVDS
130
HOLDINGS
46%
ALSO IN JEPI
JEPI
126
HOLDINGS
52%
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 | 2.5% | 1.7% | 1.7% |
|
NEXTERA ENERGY GROUP | 1.4% | 1.3% | 1.3% |
|
META PLATFORMS INC | 1.3% | 1.8% | 1.3% |
 |
EATON CORP PLC | 1.3% | 1.5% | 1.3% |
|
LOWE'S COS INC | 1.3% | 1.4% | 1.3% |
LVDS Overweight Relative to JEPI
|
ALPHABET INC. CLASS C | 2.8% |
|
WELLS FARGO & CO | 2.3% |
|
BANK OF AMERICA CORP | 1.9% |
|
MORGAN STANLEY | 1.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.4% |
|
EXXON MOBIL CORP | 1.4% |
|
PHILIP MORRIS INTERNATIONAL | 1.2% |
|
BLACKROCK INC | 1.2% |
|
LOEWS CORP | 1.1% |
|
PARKER HANNIFIN CORP | 1.1% |
LVDS Underweight Relative to JEPI
|
NVIDIA CORP | -1.9% |
|
ALPHABET INC. CLASS A | -1.8% |
|
VISA INC. CLASS A | -1.6% |
|
PROGRESSIVE CORP | -1.4% |
|
ROSS STORES INC | -1.3% |
|
YUM! BRANDS INC | -1.3% |
|
STRYKER CORP | -1.2% |
|
SERVICENOW INC | -1.1% |
|
ORACLE CORP | -1.1% |
|
AMERICAN EXPRESS CO | -1.1% |