JUHE vs VWCE: fund overlap
ETF comparisons / JUHE vs VWCE
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc) compared with Vanguard FTSE All-World UCITS ETF (USD) Accumulating
JUHE and VWCE overlap by 45.8% by weight, across 230 shared companies.
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
Vanguard FTSE All-World UCITS ETF (USD) Accumulating
Both lines rebased to 0% over their shared dates
230 companies held in both funds
| Shared company | JUHE | VWCE |
|---|---|---|
| NVIDIA CORP NVDA | 8.40% | 4.44% |
| Apple Inc AAPL | 7.12% | 4.23% |
| Microsoft Corp MSFT | 6.10% | 3.27% |
| AMAZON.COM INC AMZN | 4.18% | 2.50% |
| BROADCOM INC AVGO | 2.71% | 1.72% |
| ALPHABET INC GOOGL 2 share classes | 5.44% | 1.58% |
| ↳ ALPHABET INC-CL A GOOGL | 3.05% | 0.00% |
| ↳ ALPHABET INC-CL C GOOG | 2.39% | 1.58% |
| META PLATFORMS INC-CLASS A META | 2.27% | 1.16% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 1.25% | 0.89% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 1.25% | 0.73% |
| ↳ Berkshire Hathaway Inc BRK | 0.00% | 0.16% |
| Micron Technology Inc MU | 1.79% | 0.88% |
| ELI LILLY & CO LLY | 1.21% | 0.87% |
| TESLA INC TSLA | 1.34% | 0.86% |
| ADVANCED MICRO DEVICES AMD | 1.27% | 0.73% |
| ExxonMobil Holdings Corporation 2670549D | 1.37% | 0.61% |
| JOHNSON & JOHNSON JNJ | 1.30% | 0.58% |
| Visa Inc V | 1.17% | 0.57% |
| WALMART INC. WMT | 0.49% | 0.46% |
| Mastercard Inc MA | 1.11% | 0.44% |
| AbbVie Inc ABBV | 1.04% | 0.42% |
| Costco Wholesale Corp COST | 0.45% | 0.40% |
| Bank of America Corp BAC | 0.86% | 0.39% |
| Intel Corp INTC | 0.67% | 0.38% |
| UnitedHealth Group Inc UNH | 0.64% | 0.35% |
| General Electric Co GE | 0.47% | 0.35% |
| Applied Materials Inc AMAT | 0.35% | 0.38% |
| LAM RESEARCH CORPORATION LRCX | 1.01% | 0.35% |
Based on the holdings compared above
JUHE and VWCE overlap by 45.8% by weight, across 230 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC.
Holding both means 45.8% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
JUHE has a 0.20% expense ratio and VWCE has 0.14%.
JUHE has a weighted P/E of 27.7 and VWCE has a weighted P/E of 19.7.
See the companies and duplicated exposure across every fund you hold.