JRGE vs XWCH: fund overlap
ETF comparisons / JRGE vs XWCH
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc) compared with Xtrackers MSCI World UCITS ETF ETFS
JRGE and XWCH overlap by 74.9% by weight, across 660 shared companies.
JPMorgan Global Research Enhanced Index Equity Active UCITS ETF EUR Hedged (acc)
Xtrackers MSCI World UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
660 companies held in both funds
| Shared company | JRGE | XWCH |
|---|---|---|
| Apple Inc AAPL | 5.49% | 5.62% |
| NVIDIA CORP NVDA | 5.52% | 5.39% |
| Microsoft Corp MSFT | 4.48% | 4.10% |
| ALPHABET INC GOOGL 2 share classes | 3.28% | 3.27% |
| ↳ ALPHABET INC-CL A GOOGL | 1.83% | 1.83% |
| ↳ ALPHABET INC-CL C GOOG | 1.45% | 1.45% |
| AMAZON.COM INC AMZN | 2.87% | 2.59% |
| BROADCOM INC AVGO | 1.72% | 1.71% |
| META PLATFORMS INC-CLASS A META | 1.58% | 1.50% |
| Micron Technology Inc MU | 1.21% | 1.16% |
| ELI LILLY & CO LLY | 1.15% | 1.21% |
| TESLA INC TSLA | 1.07% | 1.26% |
| ADVANCED MICRO DEVICES AMD | 0.90% | 1.01% |
| ExxonMobil Holdings Corporation 2670549D | 1.14% | 0.83% |
| Visa Inc V | 0.91% | 0.75% |
| JOHNSON & JOHNSON JNJ | 0.99% | 0.73% |
| ASML Holding N.V. ASML | 0.77% | 0.72% |
| BERKSHIRE HATHAWAY INC. BRK/B | 0.70% | 0.84% |
| Mastercard Inc MA | 0.92% | 0.57% |
| AbbVie Inc ABBV | 0.88% | 0.56% |
| WALMART INC. WMT | 0.42% | 0.58% |
| UnitedHealth Group Inc UNH | 0.51% | 0.41% |
| Costco Wholesale Corp COST | 0.41% | 0.48% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.40% | 0.47% |
| Bank of America Corp BAC | 0.52% | 0.36% |
| Roche Holding AG ROP SW 2 share classes | 0.36% | 0.39% |
| ↳ Roche Holding AG ROP SW | 0.36% | 0.37% |
| ↳ Roche Holding AG RO | 0.00% | 0.02% |
| LAM RESEARCH CORPORATION LRCX | 0.57% | 0.35% |
Based on the holdings compared above
JRGE and XWCH overlap by 74.9% by weight, across 660 shared companies.
The largest companies held in both funds are Apple Inc, NVIDIA CORP, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 74.9% 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 XWCH has 0.14%.
JRGE has a weighted P/E of 25.1 and XWCH has a weighted P/E of 24.8.
See the companies and duplicated exposure across every fund you hold.