Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
171
# OF OVERLAPPING
HOLDINGS
ROUS
323
HOLDINGS
54%
ALSO IN JPUS
JPUS
376
HOLDINGS
47%
ALSO IN ROUS
SECTOR DRIFT (ROUS minus JPUS)
OVERLAPPING HOLDINGS
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| Company | Weight in ROUS |
Weight in JPUS |
Overlap | |
|---|---|---|---|---|
 |
WESTERN DIGITAL CORP | 1.7% | 0.9% | 0.9% |
|
LAM RESEARCH CORP | 1.3% | 0.8% | 0.8% |
|
APPLIED MATERIALS INC | 1.3% | 0.7% | 0.7% |
|
KLA CORPORATION | 1.4% | 0.7% | 0.7% |
|
CISCO SYSTEMS INC | 1.4% | 0.6% | 0.6% |
ROUS Overweight Relative to JPUS
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.9% |
|
FORTINET INC | 1.3% |
|
ALPHABET INC. CLASS A | 1.2% |
|
MICRON TECHNOLOGY INC | 1.2% |
|
DELL TECHNOLOGIES INC CLASS C | 1.2% |
|
TERADYNE INC | 0.9% |
|
WESTERN DIGITAL CORP | 0.9% |
|
CORNING INC | 0.9% |
|
MURPHY USA, INC. | 0.8% |
|
CISCO SYSTEMS INC | 0.8% |
ROUS Underweight Relative to JPUS
|
LUMENTUM HOLDINGS INC | -0.6% |
|
CARPENTER TECHNOLOGY | -0.6% |
|
HEWLETT PACKARD ENTERPRISE CO. | -0.6% |
|
STEEL DYNAMICS INC | -0.5% |
|
IRIDIUM COMMUNICATIONS INC. | -0.5% |
|
QUANTA SERVICES INC | -0.5% |
|
TIMKEN CO | -0.5% |
|
CVS CAREMARK CORP | -0.5% |
|
ANALOG DEVICES INC | -0.5% |
|
HOST HOTELS & RESORTS INC | -0.5% |