Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

311

Number of overlapping holdings

31.7%

% of PRF's 985 holdings also in JVAL

90.4%

% of JVAL's 351 holdings also in PRF

Overlap by Weight
Sector Drift (PRF minus JVAL)
Overlapping Holdings

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Company Weight
in PRF
Weight
in JVAL
Overlap
MICROSOFT CORP 2.7% 2.2% 2.2%
APPLE INC 2.6% 2.0% 2.0%
META PLATFORMS INC 1.7% 2.3% 1.7%
ALPHABET INC. CLASS A 1.2% 2.0% 1.2%
UNITEDHEALTH GROUP INC 1.1% 2.0% 1.1%

Position Highlights (Non-Overlapping Exposures)
PRF Overweight Relative to JVAL
BERKSHIRE HATHAWAY INC-CL B 3.0%
AMAZON.COM INC 2.1%
JPMORGAN CHASE & CO 2.0%
EXXON MOBIL CORP 1.7%
VERIZON COMMUNICATIONS INC 1.2%
ALPHABET INC. CLASS C 1.1%
WELLS FARGO & CO 1.1%
BANK OF AMERICA CORP 1.0%
WAL-MART STORES INC 1.0%
PROCTER & GAMBLE CO/THE 0.8%
PRF Underweight Relative to JVAL
BROADCOM INC. -1.2%
UNITEDHEALTH GROUP INC -0.9%
ALPHABET INC. CLASS A -0.8%
MERCK & CO. INC. -0.8%
SALESFORCE.COM INC -0.7%
INTUIT INC -0.7%
ORACLE CORP -0.7%
META PLATFORMS INC -0.6%
APPLIED MATERIALS INC -0.6%
QUALCOMM INC -0.5%
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