Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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345
Number of overlapping holdings
39.5%
% of ONEO's 877 holdings also in JPUS
97.7%
% of JPUS's 356 holdings also in ONEO
Overlap by Weight
Sector Drift (ONEO minus JPUS)
Overlapping Holdings
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| Company | Weight in ONEO |
Weight in JPUS |
Overlap | |
|---|---|---|---|---|
 |
MARATHON PETROLEUM | 1.0% | 0.4% | 0.4% |
|
COGNIZANT TECH SOLUTIONS-A | 0.4% | 0.4% | 0.4% |
|
MCKESSON CORP | 0.8% | 0.4% | 0.4% |
|
LAM RESEARCH CORP | 0.4% | 0.4% | 0.4% |
|
APPLIED MATERIALS INC | 0.4% | 0.4% | 0.4% |
Position Highlights (Non-Overlapping Exposures)
ONEO Overweight Relative to JPUS
|
ON SEMICONDUCTOR CORPORATION | 0.8% |
|
JABIL CIRCUIT INC | 0.7% |
|
CDW CORP/DE | 0.6% |
|
MICRON TECHNOLOGY INC | 0.6% |
|
MARATHON PETROLEUM | 0.6% |
|
MICROCHIP TECHNOLOGY INC | 0.6% |
|
OWENS CORNING | 0.6% |
|
CARDINAL HEALTH INC | 0.6% |
|
BUILDERS FIRSTSOURCE INC | 0.5% |
|
STEEL DYNAMICS INC | 0.5% |
ONEO Underweight Relative to JPUS
|
VISTRA ENERGY CORP. | -0.5% |
|
ELI LILLY & CO | -0.5% |
|
BUNGE LTD | -0.4% |
|
CHARTER COMMUNICATIONS, INC. CLASS A | -0.4% |
|
T-MOBILE US, INC. | -0.4% |
|
NVIDIA CORP | -0.4% |
|
META PLATFORMS INC | -0.4% |
|
PROCTER & GAMBLE CO/THE | -0.4% |
|
EXTRA SPACE STORAGE INC | -0.4% |
|
ORACLE CORP | -0.4% |