Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
70
# OF OVERLAPPING
HOLDINGS
OALC
206
HOLDINGS
34%
ALSO IN JEPI
JEPI
125
HOLDINGS
65%
ALSO IN OALC
SECTOR DRIFT (OALC minus JEPI)
OVERLAPPING HOLDINGS
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| Company | Weight in OALC |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 3.3% | 1.7% | 1.7% |
|
AMAZON.COM INC | 4.1% | 1.5% | 1.5% |
|
MICROSOFT CORP | 6.4% | 1.5% | 1.5% |
|
NVIDIA CORP | 7.6% | 1.5% | 1.5% |
|
VISA INC. CLASS A | 1.3% | 1.5% | 1.3% |
OALC Overweight Relative to JEPI
|
NVIDIA CORP | 6.1% |
|
MICROSOFT CORP | 4.9% |
|
ALPHABET INC. CLASS C | 2.7% |
|
AMAZON.COM INC | 2.5% |
|
JPMORGAN CHASE & CO | 1.8% |
|
BROADCOM INC. | 1.7% |
|
ALPHABET INC. CLASS A | 1.6% |
|
CISCO SYSTEMS INC | 1.6% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.2% |
|
HOME DEPOT INC | 1.1% |
OALC Underweight Relative to JEPI
|
JOHNSON & JOHNSON | -1.6% |
|
ABBVIE INC | -1.6% |
|
APPLE INC | -1.5% |
|
WALT DISNEY CO/THE | -1.4% |
|
META PLATFORMS INC | -1.4% |
|
HOWMET AEROSPACE INC. | -1.4% |
 |
MEDTRONIC PLC | -1.3% |
|
TRANE TECHNOLOGIES PLC | -1.3% |
|
YUM! BRANDS INC | -1.3% |
|
ROSS STORES INC | -1.2% |