Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
13
# OF OVERLAPPING
HOLDINGS
AIPO
75
HOLDINGS
18%
ALSO IN JOUL
JOUL
18
HOLDINGS
72%
ALSO IN AIPO
SECTOR DRIFT (AIPO minus JOUL)
OVERLAPPING HOLDINGS
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| Company | Weight in AIPO |
Weight in JOUL |
Overlap | |
|---|---|---|---|---|
 |
GE VERONA | 7.2% | 13.0% | 7.2% |
 |
EATON CORP PLC | 7.1% | 12.0% | 7.1% |
|
QUANTA SERVICES INC | 7.9% | 5.6% | 5.6% |
|
MASTEC INC | 2.1% | 4.8% | 2.1% |
|
NVENT ELECTRIC PLC | 1.9% | 5.7% | 1.9% |
AIPO Overweight Relative to JOUL
|
VERTIV HOLDINGS CO. CLASS A | 7.2% |
|
BLOOM ENERGY CORPORATION CLASS A | 4.8% |
|
BROADCOM INC. | 4.1% |
 |
CAMECO CORP | 3.8% |
|
NVIDIA CORP | 3.6% |
|
CONSTELLATION ENERGY CORPORATION | 3.1% |
|
ADVANCED MICRO DEVICES | 2.7% |
|
QUANTA SERVICES INC | 2.3% |
|
STERLING CONSTRUCTION CO | 2.1% |
|
DOMINION RESOURCES INC/VA | 1.6% |
AIPO Underweight Relative to JOUL
|
GE VERONA | -5.8% |
|
DYCOM INDUSTRIES INC | -4.9% |
|
EATON CORP PLC | -4.9% |
|
POWELL INDUSTRIES INC | -4.5% |
|
MYR GROUP INC/DELAWARE | -4.4% |
|
ARCOSA INC | -4.2% |
|
ESCO TECHNOLOGIES INC | -4.1% |
|
VALMONT INDUSTRIES | -3.9% |
|
ADVANCED ENERGY INDUSTRIES | -3.8% |
|
NVENT ELECTRIC PLC | -3.8% |