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

OVERLAP
38%
OVERLAP
BY WEIGHT
41
# OF OVERLAPPING
HOLDINGS
ROE
100
HOLDINGS
42%
ALSO IN JOET
JOET
127
HOLDINGS
33%
ALSO IN ROE
SECTOR DRIFT (ROE minus JOET)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
Company | Weight in ROE |
Weight in JOET |
Overlap | |
---|---|---|---|---|
BROADCOM INC. | 1.3% | 1.4% | 1.3% | |
ORACLE CORP | 1.3% | 1.2% | 1.2% | |
ARISTA NETWORKS, INC. | 1.3% | 1.2% | 1.2% | |
AMPHENOL CORP-CL A | 1.1% | 1.4% | 1.1% | |
FIRST SOLAR INC | 1.2% | 1.1% | 1.1% |
ROE Overweight Relative to JOET
WESTERN DIGITAL CORP | 1.5% | |
ANGLOGOLD ASHANTI-SPON ADR | 1.4% | |
COMFORT SYSTEMS USA INC | 1.3% | |
PULTE HOMES INC | 1.2% | |
LOWE'S COS INC | 1.1% | |
LAM RESEARCH CORP | 1.1% | |
WILLIAMS-SONOMA INC | 1.1% | |
EMCOR GROUP INC | 1.1% | |
ABBVIE INC | 1.1% | |
JOHNSON & JOHNSON | 1.1% |
ROE Underweight Relative to JOET
PALANTIR TECHNOLOGIES INC. CLASS A | -1.6% | |
HOWMET AEROSPACE INC. | -1.2% | |
HEICO CORP | -1.2% | |
SPOTIFY TECHNOLOGY SA | -1.1% | |
ROYAL CARIBBEAN CRUISES LTD | -1.1% | |
INSULET CORP | -1.1% | |
SAIC INC | -1.1% | |
QUANTA SERVICES INC | -1.1% | |
EXPEDIA GROUP INC | -1.1% | |
COUPANG, INC. CLASS A | -1.1% |