JUHE vs SML2: fund overlap
ETF comparisons / JUHE vs SML2
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc) compared with Invesco S&P 500 UCITS ETF ETFS
JUHE and SML2 overlap by 74.1% by weight, across 246 shared companies.
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
Invesco S&P 500 UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
246 companies held in both funds
| Shared company | JUHE | SML2 |
|---|---|---|
| NVIDIA CORP NVDA | 8.58% | 7.71% |
| Apple Inc AAPL | 7.20% | 6.93% |
| Microsoft Corp MSFT | 6.52% | 5.66% |
| ALPHABET INC GOOGL 2 share classes | 5.59% | 5.37% |
| ↳ ALPHABET INC-CL A GOOGL | 3.13% | 3.03% |
| ↳ ALPHABET INC-CL C GOOG | 2.45% | 2.34% |
| AMAZON.COM INC AMZN | 4.17% | 3.81% |
| BROADCOM INC AVGO | 2.62% | 2.54% |
| META PLATFORMS INC-CLASS A META | 2.56% | 1.85% |
| Micron Technology Inc MU | 1.79% | 1.56% |
| TESLA INC TSLA | 1.36% | 1.46% |
| ELI LILLY & CO LLY | 1.27% | 1.37% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.25% | 1.37% |
| ADVANCED MICRO DEVICES AMD | 1.45% | 1.07% |
| ExxonMobil Holdings Corporation 2670549D | 1.39% | 0.98% |
| JOHNSON & JOHNSON JNJ | 1.30% | 0.98% |
| Visa Inc V | 1.19% | 0.98% |
| Mastercard Inc MA | 1.15% | 0.68% |
| AbbVie Inc ABBV | 1.12% | 0.68% |
| Intel Corp INTC | 0.69% | 0.68% |
| LAM RESEARCH CORPORATION LRCX | 1.07% | 0.59% |
| Bank of America Corp BAC | 0.70% | 0.59% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.60% | 0.59% |
| WALMART INC. WMT | 0.51% | 0.68% |
| UnitedHealth Group Inc UNH | 0.62% | 0.49% |
| Costco Wholesale Corp COST | 0.47% | 0.59% |
| General Electric Co GE | 0.44% | 0.49% |
Based on the holdings compared above
JUHE and SML2 overlap by 74.1% by weight, across 246 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 74.1% 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.
JUHE has a 0.20% expense ratio and SML2 has 0.05%.
JUHE has a weighted P/E of 27.4 and SML2 has a weighted P/E of 26.3.
See the companies and duplicated exposure across every fund you hold.