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
77
# OF OVERLAPPING
HOLDINGS
USCL
275
HOLDINGS
29%
ALSO IN JEPI
JEPI
125
HOLDINGS
71%
ALSO IN USCL
SECTOR DRIFT (USCL 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 USCL |
Weight in JEPI |
Overlap | |
|---|---|---|---|---|
 |
ALPHABET INC. CLASS A | 2.9% | 1.7% | 1.7% |
|
AMAZON.COM INC | 4.6% | 1.5% | 1.5% |
|
MICROSOFT CORP | 5.3% | 1.5% | 1.5% |
|
NVIDIA CORP | 5.6% | 1.5% | 1.5% |
|
VISA INC. CLASS A | 1.4% | 1.5% | 1.4% |
USCL Overweight Relative to JEPI
|
NVIDIA CORP | 4.1% |
|
MICROSOFT CORP | 3.8% |
|
BROADCOM INC. | 3.5% |
|
TESLA MOTORS INC | 3.3% |
|
AMAZON.COM INC | 3.1% |
|
ALPHABET INC. CLASS C | 2.5% |
|
META PLATFORMS INC | 2.3% |
|
JPMORGAN CHASE & CO | 2.1% |
|
ADVANCED MICRO DEVICES | 1.3% |
|
ALPHABET INC. CLASS A | 1.3% |
USCL Underweight Relative to JEPI
|
ROSS STORES INC | -1.5% |
|
APPLE INC | -1.5% |
|
HOWMET AEROSPACE INC. | -1.5% |
|
RTX CORP | -1.4% |
|
LOWE'S COS INC | -1.4% |
 |
MEDTRONIC PLC | -1.3% |
|
STRYKER CORP | -1.3% |
|
YUM! BRANDS INC | -1.3% |
|
3M CO | -1.1% |
|
TRANE TECHNOLOGIES PLC | -1.1% |