Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
49%
OVERLAP
BY WEIGHT
82
# OF OVERLAPPING
HOLDINGS
XRMI
502
HOLDINGS
16%
ALSO IN JEPQ
JEPQ
109
HOLDINGS
89%
ALSO IN XRMI
SECTOR DRIFT (XRMI minus JEPQ)
OVERLAPPING HOLDINGS
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| Company | Weight in XRMI |
Weight in JEPQ |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 7.0% | 6.5% | 6.5% |
|
NVIDIA CORP | 8.0% | 6.3% | 6.3% |
|
APPLE INC | 6.3% | 8.0% | 6.3% |
|
AMAZON.COM INC | 4.0% | 4.9% | 4.0% |
|
META PLATFORMS INC | 3.0% | 3.4% | 3.0% |
XRMI Overweight Relative to JEPQ
|
ALPHABET INC. CLASS A | 2.2% |
|
NVIDIA CORP | 1.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.6% |
|
JPMORGAN CHASE & CO | 1.5% |
|
VISA INC. CLASS A | 1.1% |
|
ELI LILLY & CO | 1.0% |
|
EXXON MOBIL CORP | 0.9% |
|
JOHNSON & JOHNSON | 0.8% |
|
WAL-MART STORES INC | 0.8% |
|
HOME DEPOT INC | 0.8% |
XRMI Underweight Relative to JEPQ
|
ALPHABET INC. CLASS C | -2.4% |
|
APPLE INC | -1.7% |
|
NETFLIX INC | -1.4% |
|
T-MOBILE US, INC. | -1.1% |
|
COSTCO WHOLESALE CORP | -0.9% |
|
INTUITIVE SURGICAL INC | -0.9% |
|
AMAZON.COM INC | -0.9% |
|
INTUIT INC | -0.9% |
|
BOOKING HOLDINGS INC. | -0.8% |
|
ANALOG DEVICES INC | -0.7% |