JUHE vs SPY5: fund overlap
ETF comparisons / JUHE vs SPY5
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc) compared with State Street SPDR S&P 500 UCITS ETF (Dist)
JUHE and SPY5 overlap by 74.2% by weight, across 245 shared companies.
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
State Street SPDR S&P 500 UCITS ETF (Dist)
Both lines rebased to 0% over their shared dates
245 companies held in both funds
| Shared company | JUHE | SPY5 |
|---|---|---|
| NVIDIA CORP NVDA | 7.94% | 7.78% |
| Apple Inc AAPL | 7.37% | 7.66% |
| Microsoft Corp MSFT | 6.41% | 5.92% |
| ALPHABET INC GOOGL 2 share classes | 4.50% | 4.52% |
| ↳ ALPHABET INC-CL A GOOGL | 2.49% | 2.50% |
| ↳ ALPHABET INC-CL C GOOG | 2.01% | 2.02% |
| AMAZON.COM INC AMZN | 3.97% | 3.60% |
| BROADCOM INC AVGO | 2.57% | 2.47% |
| META PLATFORMS INC-CLASS A META | 2.18% | 2.07% |
| Micron Technology Inc MU | 1.57% | 1.59% |
| ELI LILLY & CO LLY | 1.56% | 1.65% |
| TESLA INC TSLA | 1.44% | 1.71% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.35% | 1.52% |
| ADVANCED MICRO DEVICES AMD | 1.24% | 1.39% |
| ExxonMobil Holdings Corporation 2670549D | 1.50% | 1.14% |
| Visa Inc V | 1.19% | 1.05% |
| JOHNSON & JOHNSON JNJ | 1.36% | 1.00% |
| Mastercard Inc MA | 1.29% | 0.78% |
| AbbVie Inc ABBV | 1.17% | 0.77% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.57% | 0.68% |
| Costco Wholesale Corp COST | 0.57% | 0.67% |
| UnitedHealth Group Inc UNH | 0.69% | 0.56% |
| WALMART INC. WMT | 0.53% | 0.81% |
| Bank of America Corp BAC | 0.66% | 0.50% |
| LAM RESEARCH CORPORATION LRCX | 0.84% | 0.48% |
| Applied Materials Inc AMAT | 0.47% | 0.50% |
| Intel Corp INTC | 0.46% | 0.69% |
Based on the holdings compared above
JUHE and SPY5 overlap by 74.2% by weight, across 245 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 74.2% 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 SPY5 has 0.03%.
JUHE has a weighted P/E of 27.2 and SPY5 has a weighted P/E of 27.0.
See the companies and duplicated exposure across every fund you hold.