Fund comparison · from official SEC filings
IWD vs JPUS: how much do they overlap?
iShares Russell 1000 Value ETF and JPMorgan Diversified Return U.S. Equity ETF
vs
Shared holdings
Company
IWD
JPUS
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.89%
0.33%
E
EXMOCEXXON MOBIL CORP
2.34%
0.40%
G
GOOGLALPHABET INC-CL A
1.94%
0.22%
J
JNJJOHNSON & JOHNSON
1.92%
0.36%
C
CVXCHEVRON CORP
1.27%
0.39%
P
PGPROCTER & GAMBLE CO/THE
1.11%
0.36%
C
CSCOCISCO SYSTEMS INC
1.01%
0.45%
M
MRKMERCK & CO. INC.
0.98%
0.27%
B
BACBANK OF AMERICA CORP
0.96%
0.35%
C
CATCATERPILLAR INC
0.94%
0.50%
P
PMPHILIP MORRIS INTERNATIONAL
0.84%
0.37%
U
UNHUNITEDHEALTH GROUP INC
0.81%
0.14%
L
LINLINDE PLC
0.76%
0.29%
I
IBMINTL BUSINESS MACHINES CORP
0.74%
0.24%
M
METAMETA PLATFORMS INC-CLASS A
0.73%
0.28%
V
VZVERIZON COMMUNICATIONS INC
0.69%
0.36%
C
CIENCIENA CORP
0.18%
0.69%
T
TAT&T INC
0.66%
0.35%
A
AMATAPPLIED MATERIALS INC
0.64%
0.47%
L
LITELUMENTUM HOLDINGS INC
0.15%
0.62%
T
TMOTHERMO FISHER SCIENTIFIC INC
0.61%
0.12%
P
PEPPEPSICO INC
0.60%
0.32%
A
ABTABBOTT LABORATORIES
0.58%
0.23%
C
COPCONOCOPHILLIPS
0.53%
0.40%
P
PFEPFIZER INC
0.52%
0.11%
Only in IWD
J
JPMJPMORGAN CHASE & CO
2.61%
A
AMZNAMAZON.COM INC
1.80%
W
WMTWALMART INC
1.59%
G
GOOGALPHABET INC-CL C
1.58%
M
MUMICRON TECHNOLOGY INC
1.23%
R
RTXRTX CORP
0.84%
W
WFCWELLS FARGO & CO
0.81%
G
GSGOLDMAN SACHS GROUP INC
0.77%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.73%
M
MCDMCDONALD'S CORP
0.69%
I
INTCINTEL CORP
0.64%
N
NEENEXTERA ENERGY INC
0.63%
M
MSMORGAN STANLEY
0.61%
D
DISWALT DISNEY CO/THE
0.56%
C
CCITIGROUP INC
0.53%
C
CRMSALESFORCE INC
0.49%
B
BLKBLACKROCK INC
0.48%
?
—HONEYWELL INTERNATIONAL INCORPORATION
0.47%
S
SCHWSCHWAB (CHARLES) CORP
0.47%
D
DEDEERE & CO
0.45%
A
AMDADVANCED MICRO DEVICES
0.44%
B
BABOEING CO/THE
0.42%
S
SPGIS&P GLOBAL INC
0.42%
P
PLDPROLOGIS INC
0.40%
A
AXPAMERICAN EXPRESS CO
0.36%
Only in JPUS
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
1.07%
U
UIUBIQUITI INC
0.51%
L
LRCXLAM RESEARCH CORP
0.50%
K
KLACKLA CORP
0.50%
A
ANETARISTA NETWORKS INC
0.42%
A
APHAMPHENOL CORP-CL A
0.42%
N
NVDANVIDIA CORP
0.40%
M
MNSTMONSTER BEVERAGE CORP
0.39%
N
NRGNRG ENERGY INC
0.38%
A
AVGOBROADCOM INC
0.37%
A
AAPLAPPLE INC
0.37%
L
LAMRLAMAR ADVERTISING CO-A
0.37%
V
VSTVISTRA CORP
0.34%
C
CORCENCORA INC
0.33%
A
ABBVABBVIE INC
0.32%
C
CELHCELSIUS HOLDINGS INC
0.30%
M
MSFTMICROSOFT CORP
0.29%
E
EXPEEXPEDIA GROUP INC
0.29%
H
HALOHALOZYME THERAPEUTICS INC
0.24%
O
ORCLORACLE CORP
0.20%
M
MGMXXJPMORGAN US GOVT MMKT-IM
0.19%
M
MEDPMEDPACE HOLDINGS INC
0.19%
T
TSCOTRACTOR SUPPLY COMPANY
0.18%
I
INTUINTUIT INC
0.13%
D
DVADAVITA INC
0.12%
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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.