Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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335
Number of overlapping holdings
38.0%
% of ONEO's 887 holdings also in JPME
95.2%
% of JPME's 367 holdings also in ONEO
Overlap by Weight
Sector Drift (ONEO minus JPME)
Overlapping Holdings
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| Company | Weight in ONEO |
Weight in JPME |
Overlap | |
|---|---|---|---|---|
 |
BUILDERS FIRSTSOURCE INC | 0.9% | 0.5% | 0.5% |
|
TOLL BROTHERS INC | 0.5% | 0.5% | 0.5% |
|
JABIL CIRCUIT INC | 0.6% | 0.5% | 0.5% |
|
LENNAR CORP-CL A | 0.6% | 0.5% | 0.5% |
|
WILLIAMS-SONOMA INC | 0.7% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
ONEO Overweight Relative to JPME
|
MARATHON PETROLEUM | 1.2% |
|
COGNIZANT TECH SOLUTIONS-A | 0.7% |
|
MCKESSON CORP | 0.7% |
|
LAM RESEARCH CORP | 0.7% |
|
VALERO ENERGY CORP | 0.6% |
|
APPLIED MATERIALS INC | 0.6% |
|
PIONEER NATURAL RESOURCES CO | 0.5% |
|
FORTINET INC | 0.5% |
|
KLA CORPORATION | 0.5% |
|
DELTA AIR LINES INC | 0.5% |
ONEO Underweight Relative to JPME
|
VISTRA ENERGY CORP. | -0.5% |
|
CONSTELLATION ENERGY CORPORATION | -0.5% |
|
JUNIPER NETWORKS INC | -0.5% |
|
POST HOLDINGS INC | -0.4% |
|
CELSIUS HOLDINGS, INC. | -0.4% |
|
CIENA CORP | -0.4% |
|
PARKER HANNIFIN CORP | -0.4% |
|
JEFFERIES FINANCIAL GROUP INC. | -0.4% |
|
JM SMUCKER CO/THE | -0.4% |
|
CAMPBELL SOUP CO | -0.4% |