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   

290

Number of overlapping holdings

20.6%

% of VLU's 1412 holdings also in JVAL

84.3%

% of JVAL's 351 holdings also in VLU

Overlap by Weight
Sector Drift (VLU minus JVAL)
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 VLU
Weight
in JVAL
Overlap
APPLE INC 2.1% 2.0% 2.0%
MICROSOFT CORP 1.9% 2.2% 1.9%
META PLATFORMS INC 1.7% 2.3% 1.7%
ALPHABET INC. CLASS A 1.4% 2.0% 1.4%
INTEL CORP 1.2% 1.0% 1.0%

Position Highlights (Non-Overlapping Exposures)
VLU Overweight Relative to JVAL
BERKSHIRE HATHAWAY INC-CL B 2.6%
AMAZON.COM INC 2.3%
JPMORGAN CHASE & CO 2.0%
EXXON MOBIL CORP 1.7%
VERIZON COMMUNICATIONS INC 1.6%
WAL-MART STORES INC 1.4%
BANK OF AMERICA CORP 1.3%
ALPHABET INC. CLASS C 1.3%
WELLS FARGO & CO 1.0%
MCKESSON CORP 0.7%
VLU Underweight Relative to JVAL
BROADCOM INC. -1.4%
UNITEDHEALTH GROUP INC -1.1%
MERCK & CO. INC. -0.8%
JOHNSON & JOHNSON -0.8%
INTUIT INC -0.7%
SALESFORCE.COM INC -0.7%
META PLATFORMS INC -0.6%
TEXAS INSTRUMENTS INC -0.6%
ALPHABET INC. CLASS A -0.6%
QUALCOMM INC -0.6%
Flag icons made by Freepik from www.flaticon.com is licensed by CC 3.0 BY