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 75.2% by weight, across 243 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
243 companies held in both funds
| Shared company | JUHE | SPY5 |
|---|---|---|
| NVIDIA CORP NVDA | 8.40% | 8.03% |
| Apple Inc AAPL | 7.12% | 7.41% |
| Microsoft Corp MSFT | 6.10% | 5.59% |
| ALPHABET INC GOOGL 2 share classes | 5.44% | 5.42% |
| ↳ ALPHABET INC-CL A GOOGL | 3.05% | 3.01% |
| ↳ ALPHABET INC-CL C GOOG | 2.39% | 2.41% |
| AMAZON.COM INC AMZN | 4.18% | 3.82% |
| BROADCOM INC AVGO | 2.71% | 2.60% |
| META PLATFORMS INC-CLASS A META | 2.27% | 2.16% |
| Micron Technology Inc MU | 1.79% | 1.67% |
| TESLA INC TSLA | 1.34% | 1.56% |
| ADVANCED MICRO DEVICES AMD | 1.27% | 1.28% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.25% | 1.42% |
| ELI LILLY & CO LLY | 1.21% | 1.34% |
| ExxonMobil Holdings Corporation 2670549D | 1.37% | 1.05% |
| JOHNSON & JOHNSON JNJ | 1.30% | 0.97% |
| Visa Inc V | 1.17% | 0.93% |
| Mastercard Inc MA | 1.11% | 0.70% |
| AbbVie Inc ABBV | 1.04% | 0.69% |
| Intel Corp INTC | 0.67% | 0.77% |
| Bank of America Corp BAC | 0.86% | 0.62% |
| LAM RESEARCH CORPORATION LRCX | 1.01% | 0.57% |
| UnitedHealth Group Inc UNH | 0.64% | 0.52% |
| WALMART INC. WMT | 0.49% | 0.71% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.49% | 0.58% |
| General Electric Co GE | 0.47% | 0.51% |
| Costco Wholesale Corp COST | 0.45% | 0.61% |
Based on the holdings compared above
JUHE and SPY5 overlap by 75.2% by weight, across 243 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, ALPHABET INC, AMAZON.COM INC.
Holding both means 75.2% 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 27.7 and SPY5 has a weighted P/E of 27.5.
See the companies and duplicated exposure across every fund you hold.