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
OVERLAP
35%
OVERLAP
BY WEIGHT
70
# OF OVERLAPPING
HOLDINGS
STOX
166
HOLDINGS
43%
ALSO IN JEPI
JEPI
129
HOLDINGS
63%
ALSO IN STOX
SECTOR DRIFT (STOX minus JEPI)
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 STOX |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 6.5% | 1.6% | 1.6% |
|
APPLE INC | 6.9% | 1.6% | 1.6% |
|
ALPHABET INC. CLASS A | 5.1% | 1.6% | 1.6% |
|
AMAZON.COM INC | 1.8% | 1.5% | 1.5% |
|
JOHNSON & JOHNSON | 1.5% | 1.5% | 1.5% |
STOX Overweight Relative to JEPI
|
ROUNDHILL MAGNIFICENT SEVEN ETF | 6.1% |
|
APPLE INC | 5.3% |
|
NVIDIA CORP | 4.9% |
|
ALPHABET INC. CLASS A | 3.6% |
|
MICROSOFT CORP | 2.9% |
|
MICRON TECHNOLOGY INC | 2.3% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.0% |
|
BROADCOM INC. | 1.5% |
|
ADVANCED MICRO DEVICES | 1.3% |
|
ELI LILLY & CO | 1.2% |
STOX Underweight Relative to JEPI
|
3M CO | -1.4% |
 |
EATON CORP PLC | -1.4% |
|
HOWMET AEROSPACE INC. | -1.4% |
|
LOWE'S COS INC | -1.4% |
|
CADENCE DESIGN SYS INC | -1.4% |
|
EOG RESOURCES, INC. | -1.4% |
|
YUM! BRANDS INC | -1.4% |
|
EMERSON ELECTRIC CO | -1.3% |
|
MONDELEZ INTERNATIONAL INC-A | -1.3% |
|
TRANE TECHNOLOGIES PLC | -1.3% |