JRGE vs VUAA: fund overlap
ETF comparisons / JRGE vs VUAA
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) compared with Vanguard S&P 500 UCITS ETF ETFS
JRGE and VUAA overlap by 59.1% by weight, across 229 shared companies.
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)
Vanguard S&P 500 UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
229 companies held in both funds
| Shared company | JRGE | VUAA |
|---|---|---|
| NVIDIA CORP NVDA | 5.88% | 7.54% |
| Apple Inc AAPL | 5.21% | 7.04% |
| Microsoft Corp MSFT | 4.21% | 5.35% |
| AMAZON.COM INC AMZN | 3.02% | 4.12% |
| ALPHABET INC GOOGL 2 share classes | 3.91% | 2.61% |
| ↳ ALPHABET INC-CL C GOOG | 1.72% | 2.61% |
| ↳ ALPHABET INC-CL A GOOGL | 2.19% | 0.00% |
| BROADCOM INC AVGO | 1.88% | 2.86% |
| META PLATFORMS INC-CLASS A META | 1.66% | 1.90% |
| Micron Technology Inc MU | 1.33% | 1.44% |
| ExxonMobil Holdings Corporation 2670549D | 1.00% | 1.00% |
| TESLA INC TSLA | 0.96% | 1.36% |
| JOHNSON & JOHNSON JNJ | 0.95% | 0.96% |
| ADVANCED MICRO DEVICES AMD | 0.92% | 1.20% |
| ELI LILLY & CO LLY | 0.90% | 1.41% |
| Visa Inc V | 0.83% | 0.94% |
| Mastercard Inc MA | 0.81% | 0.72% |
| AbbVie Inc ABBV | 0.76% | 0.69% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.65% | 1.45% |
| Bank of America Corp BAC | 0.65% | 0.63% |
| LAM RESEARCH CORPORATION LRCX | 0.71% | 0.57% |
| UnitedHealth Group Inc UNH | 0.46% | 0.58% |
| RTX Corp RTX | 0.63% | 0.45% |
| Wells Fargo & Co WFC | 0.61% | 0.41% |
| Intel Corp INTC | 0.40% | 0.66% |
| MORGAN STANLEY MS | 0.42% | 0.39% |
| WALMART INC. WMT | 0.39% | 0.76% |
Based on the holdings compared above
JRGE and VUAA overlap by 59.1% by weight, across 229 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC.
Holding both means 59.1% 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 VUAA has 0.07%.
JRGE has a weighted P/E of 25.2 and VUAA has a weighted P/E of 19.7.
See the companies and duplicated exposure across every fund you hold.