ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
| Holding | IWMW | JEPI | Difference |
|---|
Biggest Weighting Differences
Only in IWMW
| BTSG BRIGHTSPRING HEALTH SERVICES… |
0.36% |
| FROG JFROG |
0.36% |
| MOG-A MOOG INC CLASS A |
0.35% |
| TWST TWIST BIOSCIENCE |
0.34% |
| UMBF UMB FINANCIAL |
0.33% |
| GKOS GLAUKOS |
0.31% |
| SM SM ENERGY |
0.30% |
| TXG 10X GENOMICS CLASS A |
0.30% |
| PBF PBF ENERGY CLASS A |
0.30% |
| ONB OLD NATIONAL BANCORP |
0.29% |
| FCFS FIRSTCASH HOLDINGS INC |
0.29% |
| VSAT VIASAT INC |
0.29% |
| CTRE CARETRUST REIT |
0.29% |
| PTGX PROTAGONIST THERAPEUTICS |
0.29% |
| IDCC INTERDIGITAL INC |
0.29% |
Only in JEPI
| MSFT MICROSOFT CORP COMMON |
2.09% |
| AMZN AMAZON.COM INC COMMON |
1.92% |
| AAPL APPLE INC COMMON STOCK |
1.92% |
| NVDA NVIDIA CORP COMMON STOCK |
1.91% |
| META META PLATFORMS INC |
1.84% |
| MA MASTERCARD INC COMMON |
1.84% |
| ABBV ABBVIE INC COMMON STOCK |
1.77% |
| GOOGL ALPHABET INC-CL A - |
1.77% |
| V VISA INC COMMON STOCK |
1.75% |
| JNJ JOHNSON & COMMON |
1.74% |
| NEE NEXTERA ENERGY INC |
1.69% |
| AVGO BROADCOM INC COMMON |
1.66% |
| LRCX LAM RESEARCH CORP COMMON |
1.63% |
| MMM 3M CO COMMON STOCK USD |
1.63% |
| EOG EOG RESOURCES INC COMMON |
1.62% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.