JRGE vs VWCE: fund overlap
ETF comparisons / JRGE vs VWCE
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) compared with Vanguard FTSE All-World UCITS ETF (USD) Accumulating
JRGE and VWCE overlap by 63.7% by weight, across 638 shared companies.
JPMorgan Global 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
638 companies held in both funds
| Shared company | JRGE | VWCE |
|---|---|---|
| NVIDIA CORP NVDA | 5.52% | 5.01% |
| Apple Inc AAPL | 5.49% | 4.52% |
| Microsoft Corp MSFT | 4.48% | 3.58% |
| AMAZON.COM INC AMZN | 2.87% | 2.27% |
| BROADCOM INC AVGO | 1.72% | 1.54% |
| META PLATFORMS INC-CLASS A META | 1.58% | 1.50% |
| ALPHABET INC GOOGL 2 share classes | 3.28% | 1.49% |
| ↳ ALPHABET INC-CL A GOOGL | 1.83% | 0.00% |
| ↳ ALPHABET INC-CL C GOOG | 1.45% | 1.49% |
| Micron Technology Inc MU | 1.21% | 1.13% |
| TESLA INC TSLA | 1.07% | 0.97% |
| ADVANCED MICRO DEVICES AMD | 0.90% | 0.94% |
| ELI LILLY & CO LLY | 1.15% | 0.87% |
| BERKSHIRE HATHAWAY INC. BRK/B 2 share classes | 0.70% | 0.86% |
| ↳ BERKSHIRE HATHAWAY INC. BRK/B | 0.70% | 0.70% |
| ↳ Berkshire Hathaway Inc BRK | 0.00% | 0.15% |
| ASML Holding N.V. ASML | 0.77% | 0.66% |
| ExxonMobil Holdings Corporation 2670549D | 1.14% | 0.63% |
| JOHNSON & JOHNSON JNJ | 0.99% | 0.60% |
| Visa Inc V | 0.91% | 0.57% |
| AbbVie Inc ABBV | 0.88% | 0.43% |
| WALMART INC. WMT | 0.42% | 0.43% |
| Mastercard Inc MA | 0.92% | 0.42% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.40% | 0.39% |
| LAM RESEARCH CORPORATION LRCX | 0.57% | 0.39% |
| Costco Wholesale Corp COST | 0.41% | 0.38% |
| Bank of America Corp BAC | 0.52% | 0.33% |
| HSBC Holdings PLC HSBA | 0.32% | 0.32% |
| UnitedHealth Group Inc UNH | 0.51% | 0.31% |
Based on the holdings compared above
JRGE and VWCE overlap by 63.7% by weight, across 638 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC.
Holding both means 63.7% 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 VWCE has 0.14%.
JRGE has a weighted P/E of 25.1 and VWCE has a weighted P/E of 19.3.
See the companies and duplicated exposure across every fund you hold.