Fund comparison · from official SEC filings
IWB vs JDVAX: how much do they overlap?
iShares Russell 1000 ETF and JPMorgan Diversified Fund
vs
Shared holdings
Company
IWB
JDVAX
N
NVDANVIDIA CORP
6.77%
2.29%
A
AAPLAPPLE INC
6.07%
1.45%
M
MSFTMICROSOFT CORP
4.55%
1.17%
A
AMZNAMAZON.COM INC
3.31%
1.27%
G
GOOGLALPHABET INC-CL A
2.77%
0.65%
A
AVGOBROADCOM INC
2.37%
0.82%
G
GOOGALPHABET INC-CL C
2.25%
0.39%
M
METAMETA PLATFORMS INC-CLASS A
2.07%
0.91%
T
TSLATESLA INC
1.74%
0.43%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.47%
0.15%
L
LLYELI LILLY & CO
1.22%
0.22%
E
EXMOCEXXON MOBIL CORP
1.19%
0.37%
J
JNJJOHNSON & JOHNSON
0.98%
0.40%
W
WMTWALMART INC
0.90%
0.41%
M
MAMASTERCARD INC - A
0.67%
0.76%
N
NFLXNETFLIX INC
0.68%
0.12%
C
CVXCHEVRON CORP
0.64%
0.05%
A
ABBVABBVIE INC
0.64%
0.41%
M
MUMICRON TECHNOLOGY INC
0.63%
0.05%
P
PGPROCTER & GAMBLE CO/THE
0.56%
0.03%
B
BACBANK OF AMERICA CORP
0.53%
0.18%
C
CSCOCISCO SYSTEMS INC
0.51%
0.03%
N
NEENEXTERA ENERGY INC
0.32%
0.51%
M
MRKMERCK & CO. INC.
0.50%
0.09%
M
MCDMCDONALD'S CORP
0.37%
0.47%
Only in IWB
J
JPMJPMORGAN CHASE & CO
1.33%
V
VVISA INC-CLASS A SHARES
0.84%
C
COSTCOSTCO WHOLESALE CORP
0.73%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.66%
C
CATCATERPILLAR INC
0.54%
A
AMDADVANCED MICRO DEVICES
0.54%
H
HDHOME DEPOT INC
0.54%
P
PLTRPALANTIR TECHNOLOGIES INC-A
0.53%
K
KOCOCA-COLA CO/THE
0.49%
G
GEGENERAL ELECTRIC
0.49%
A
AMATAPPLIED MATERIALS INC
0.45%
L
LRCXLAM RESEARCH CORP
0.44%
G
GEVGE VERNOVA INC
0.39%
L
LINLINDE PLC
0.39%
V
VZVERIZON COMMUNICATIONS INC
0.35%
C
CCITIGROUP INC
0.33%
I
INTCINTEL CORP
0.32%
K
KLACKLA CORP
0.32%
A
AMGNAMGEN INC
0.31%
A
ABTABBOTT LABORATORIES
0.29%
C
CRMSALESFORCE INC
0.28%
P
PFEPFIZER INC
0.26%
B
BABOEING CO/THE
0.25%
B
BLKBLACKROCK INC
0.24%
U
UBERUBER TECHNOLOGIES INC
0.24%
Only in JDVAX
J
JCBUXJPMORGAN CORE BOND-R6
11.07%
J
JMSFXJPMORGAN INCOME FUND-R6
5.33%
J
JHYUXJPMORGAN HIGH YIELD-R6
3.16%
J
JLVMXJPMORGAN LARGE CAP VALUE-R6
2.03%
T
T 4.125 01.31.27US TREASURY N/B
1.94%
J
JGROJPMORGAN ACTIVE GROWTH ETF
1.78%
J
JAVAJPMORGAN ACTIVE VALUE ETF
1.78%
B
BBJPJPMORGAN BETABUILDERS JAPAN
1.58%
J
JIMXXJPM PRIME MMKT-IM
1.49%
T
T 3.125 08.31.27US TREASURY N/B
1.36%
T
T 3.75 05.31.30US TREASURY N/B
1.00%
T
T 3.375 12.31.27US TREASURY N/B
0.90%
T
T 4.25 11.15.34US TREASURY N/B
0.89%
R
RYDAFSHELL PLC
0.80%
T
T 3.5 02.15.29US TREASURY N/B
0.67%
A
ASMLFASML HOLDING NV
0.65%
T
TSMTAIWAN SEMICONDUCTOR-SP ADR
0.57%
G
G2 MA8148G2 MA8148
0.54%
T
T 2.75 11.15.42US TREASURY N/B
0.49%
S
SAFRFSAFRAN SA
0.48%
T
T 4 02.15.34US TREASURY N/B
0.47%
M
MURGFMUENCHENER RUECKVER AG-REG
0.44%
R
RTPPFRIO TINTO PLC
0.41%
T
T 4.625 04.30.29US TREASURY N/B
0.37%
T
TSMWFTAIWAN SEMICONDUCTOR MANUFAC
0.37%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.