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 58.1% by weight, across 233 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
233 companies held in both funds
| Shared company | JRGE | VUAA |
|---|---|---|
| NVIDIA CORP NVDA | 5.52% | 8.37% |
| Apple Inc AAPL | 5.49% | 7.36% |
| Microsoft Corp MSFT | 4.48% | 5.77% |
| AMAZON.COM INC AMZN | 2.87% | 3.70% |
| ALPHABET INC GOOGL 2 share classes | 3.28% | 2.45% |
| ↳ ALPHABET INC-CL C GOOG | 1.45% | 2.45% |
| ↳ ALPHABET INC-CL A GOOGL | 1.83% | 0.00% |
| BROADCOM INC AVGO | 1.72% | 2.53% |
| META PLATFORMS INC-CLASS A META | 1.58% | 2.42% |
| Micron Technology Inc MU | 1.21% | 1.82% |
| ELI LILLY & CO LLY | 1.15% | 1.40% |
| TESLA INC TSLA | 1.07% | 1.51% |
| ExxonMobil Holdings Corporation 2670549D | 1.14% | 1.01% |
| JOHNSON & JOHNSON JNJ | 0.99% | 0.97% |
| Visa Inc V | 0.91% | 0.93% |
| ADVANCED MICRO DEVICES AMD | 0.90% | 1.51% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.70% | 1.40% |
| AbbVie Inc ABBV | 0.88% | 0.70% |
| Mastercard Inc MA | 0.92% | 0.68% |
| LAM RESEARCH CORPORATION LRCX | 0.57% | 0.62% |
| Bank of America Corp BAC | 0.52% | 0.54% |
| UnitedHealth Group Inc UNH | 0.51% | 0.50% |
| WALMART INC. WMT | 0.42% | 0.70% |
| Costco Wholesale Corp COST | 0.41% | 0.61% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.40% | 0.65% |
| Texas Instruments Inc TXN | 0.45% | 0.39% |
| RTX Corp RTX | 0.70% | 0.38% |
Based on the holdings compared above
JRGE and VUAA overlap by 58.1% by weight, across 233 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, ALPHABET INC.
Holding both means 58.1% 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 25.1 and VUAA has a weighted P/E of 19.1.
See the companies and duplicated exposure across every fund you hold.