JRGE vs JUHE: fund overlap
ETF comparisons / JRGE vs JUHE
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) compared with JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
JRGE and JUHE overlap by 71.9% by weight, across 222 shared companies.
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
Both lines rebased to 0% over their shared dates
222 companies held in both funds
| Shared company | JRGE | JUHE |
|---|---|---|
| NVIDIA CORP NVDA | 5.99% | 8.58% |
| Apple Inc AAPL | 5.32% | 7.20% |
| Microsoft Corp MSFT | 4.55% | 6.52% |
| ALPHABET INC GOOGL 2 share classes | 4.05% | 5.59% |
| ↳ ALPHABET INC-CL A GOOGL | 2.27% | 3.13% |
| ↳ ALPHABET INC-CL C GOOG | 1.78% | 2.45% |
| AMAZON.COM INC AMZN | 3.03% | 4.17% |
| META PLATFORMS INC-CLASS A META | 1.88% | 2.56% |
| BROADCOM INC AVGO | 1.83% | 2.62% |
| Micron Technology Inc MU | 1.32% | 1.79% |
| ADVANCED MICRO DEVICES AMD | 1.03% | 1.45% |
| ExxonMobil Holdings Corporation 2670549D | 1.03% | 1.39% |
| TESLA INC TSLA | 0.99% | 1.36% |
| ELI LILLY & CO LLY | 0.94% | 1.27% |
| JOHNSON & JOHNSON JNJ | 0.94% | 1.30% |
| Mastercard Inc MA | 0.84% | 1.15% |
| Visa Inc V | 0.84% | 1.19% |
| AbbVie Inc ABBV | 0.83% | 1.12% |
| LAM RESEARCH CORPORATION LRCX | 0.73% | 1.07% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.66% | 1.25% |
| RTX Corp RTX | 0.64% | 0.80% |
| Wells Fargo & Co WFC | 0.56% | 0.75% |
| Bank of America Corp BAC | 0.56% | 0.70% |
| CITIGROUP INC. C | 0.53% | 0.72% |
| Pepsico, Inc. PEP | 0.48% | 0.65% |
| TRANE TECHNOLOGIES PLC TT | 0.48% | 0.69% |
| UnitedHealth Group Inc UNH | 0.46% | 0.62% |
Based on the holdings compared above
JRGE and JUHE overlap by 71.9% by weight, across 222 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 71.9% 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.
JRGE has a 0.25% expense ratio and JUHE has 0.20%.
JRGE has a weighted P/E of 25.1 and JUHE has a weighted P/E of 27.4.
See the companies and duplicated exposure across every fund you hold.