Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
65
# OF OVERLAPPING
HOLDINGS
OALC
203
HOLDINGS
33%
ALSO IN JEPI
JEPI
130
HOLDINGS
58%
ALSO IN OALC
SECTOR DRIFT (OALC minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in OALC |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 1.7% | 1.6% | 1.6% |
|
AMAZON.COM INC | 4.0% | 1.5% | 1.5% |
|
MASTERCARD INCORPORATED CLASS A | 1.4% | 1.6% | 1.4% |
|
MICROSOFT CORP | 6.4% | 1.4% | 1.4% |
|
ALPHABET INC. CLASS A | 2.1% | 1.3% | 1.3% |
OALC Overweight Relative to JEPI
|
MICROSOFT CORP | 5.0% |
|
NVIDIA CORP | 4.5% |
|
AMAZON.COM INC | 2.5% |
|
ALPHABET INC. CLASS C | 2.1% |
|
JPMORGAN CHASE & CO | 1.7% |
|
BROADCOM INC. | 1.6% |
|
TESLA MOTORS INC | 1.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.4% |
|
HOME DEPOT INC | 1.2% |
|
CISCO SYSTEMS INC | 1.2% |
OALC Underweight Relative to JEPI
|
META PLATFORMS INC | -1.5% |
 |
TRANE TECHNOLOGIES PLC | -1.4% |
|
THERMO FISHER SCIENTIFIC INC | -1.3% |
 |
NXP SEMICONDUCTORS NV | -1.2% |
|
UNITEDHEALTH GROUP INC | -1.2% |
|
PROGRESSIVE CORP | -1.2% |
|
ROSS STORES INC | -1.2% |
|
BRISTOL-MYERS SQUIBB CO | -1.2% |
|
YUM! BRANDS INC | -1.1% |
|
SOUTHERN CO | -1.0% |