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Fund comparison · from official SEC filings

IWB vs JOYT: how much do they overlap?

iShares Russell 1000 ETF and JPMorgan Equity and Options Total Return ETF

Fund A

vs

Fund B

Holdings overlap

52%

of assets, by weight

Shared positions

107

of 1,009 / 113 holdings

IWB expense ratio

0.15%

net, per year

JOYT expense ratio

0.35%

net, per year

IWB and JOYT are largely redundant — holding both means most of your money tracks the same underlying companies.

Shared holdings

Company

IWB

JOYT

N

NVDANVIDIA CORP

6.77%

8.81%

A

AAPLAPPLE INC

6.07%

6.65%

G

GOOGLALPHABET INC-CL A

2.77%

6.06%

M

MSFTMICROSOFT CORP

4.55%

5.80%

A

AMZNAMAZON.COM INC

3.31%

4.88%

A

AVGOBROADCOM INC

2.37%

3.04%

M

METAMETA PLATFORMS INC-CLASS A

2.07%

2.78%

W

WFCWELLS FARGO & CO

0.41%

2.26%

E

EXMOCEXXON MOBIL CORP

1.19%

1.95%

M

MUMICRON TECHNOLOGY INC

0.63%

1.81%

T

TSLATESLA INC

1.74%

1.48%

M

MAMASTERCARD INC - A

0.67%

1.62%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.47%

0.73%

B

BACBANK OF AMERICA CORP

0.53%

1.30%

A

ABBVABBVIE INC

0.64%

1.30%

L

LLYELI LILLY & CO

1.22%

1.21%

C

CSXCSX CORP

0.13%

1.22%

P

PMPHILIP MORRIS INTERNATIONAL

0.43%

1.18%

L

LRCXLAM RESEARCH CORP

0.44%

1.11%

A

AXPAMERICAN EXPRESS CO

0.27%

1.08%

R

RTXRTX CORP

0.43%

1.05%

B

BMYBRISTOL-MYERS SQUIBB CO

0.20%

1.02%

H

HWMHOWMET AEROSPACE INC

0.15%

0.99%

L

LOWLOWE'S COS INC

0.22%

0.99%

J

JNJJOHNSON & JOHNSON

0.98%

0.38%

Only in IWB

G

GOOGALPHABET INC-CL C

2.25%

J

JPMJPMORGAN CHASE & CO

1.33%

V

VVISA INC-CLASS A SHARES

0.84%

B

BISXXBCF INSTITUTIONAL-SL AGNCY

0.66%

C

CVXCHEVRON CORP

0.64%

C

CATCATERPILLAR INC

0.54%

H

HDHOME DEPOT INC

0.54%

C

CSCOCISCO SYSTEMS INC

0.51%

M

MRKMERCK & CO. INC.

0.50%

G

GEGENERAL ELECTRIC

0.49%

A

AMATAPPLIED MATERIALS INC

0.45%

G

GSGOLDMAN SACHS GROUP INC

0.41%

I

IBMINTL BUSINESS MACHINES CORP

0.37%

V

VZVERIZON COMMUNICATIONS INC

0.35%

C

CCITIGROUP INC

0.33%

K

KLACKLA CORP

0.32%

A

AMGNAMGEN INC

0.31%

A

ABTABBOTT LABORATORIES

0.29%

T

TXNTEXAS INSTRUMENTS INC

0.29%

G

GILDGILEAD SCIENCES INC

0.29%

I

ISRGINTUITIVE SURGICAL INC

0.27%

P

PFEPFIZER INC

0.26%

B

BABOEING CO/THE

0.25%

B

BLKBLACKROCK INC

0.24%

U

UNPUNION PACIFIC CORP

0.24%

Only in JOYT

S

STXSEAGATE TECHNOLOGY HOLDINGS

1.40%

J

JIMXXJPM PRIME MMKT-IM

0.86%

N

NXPINXP SEMICONDUCTORS NV

0.76%

A

ASMLASML HOLDING NV-NY REG SHS

0.44%

D

DDDUPONT DE NEMOURS INC

0.22%

?

—N/A

-2.91%

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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.

IWB vs JOYT: 52% holdings overlap — Unwrap.Fund