JUHE vs VUAA: fund overlap
ETF comparisons / JUHE vs VUAA
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc) compared with Vanguard S&P 500 UCITS ETF ETFS
JUHE and VUAA overlap by 71.0% by weight, across 239 shared companies.
JPM US Research Enhanced Index Equity Active UCITS ETF - EUR Hedged (acc)
Vanguard S&P 500 UCITS ETF ETFS
Both lines rebased to 0% over their shared dates
239 companies held in both funds
| Shared company | JUHE | VUAA |
|---|---|---|
| NVIDIA CORP NVDA | 7.94% | 8.37% |
| Apple Inc AAPL | 7.37% | 7.36% |
| Microsoft Corp MSFT | 6.41% | 5.77% |
| AMAZON.COM INC AMZN | 3.97% | 3.70% |
| BROADCOM INC AVGO | 2.57% | 2.53% |
| ALPHABET INC GOOGL 2 share classes | 4.50% | 2.45% |
| ↳ ALPHABET INC-CL A GOOGL | 2.49% | 0.00% |
| ↳ ALPHABET INC-CL C GOOG | 2.01% | 2.45% |
| META PLATFORMS INC-CLASS A META | 2.18% | 2.42% |
| Micron Technology Inc MU | 1.57% | 1.82% |
| TESLA INC TSLA | 1.44% | 1.51% |
| ELI LILLY & CO LLY | 1.56% | 1.40% |
| BERKSHIRE HATHAWAY INC. BRK/B | 1.35% | 1.40% |
| ADVANCED MICRO DEVICES AMD | 1.24% | 1.51% |
| ExxonMobil Holdings Corporation 2670549D | 1.50% | 1.01% |
| JOHNSON & JOHNSON JNJ | 1.36% | 0.97% |
| Visa Inc V | 1.19% | 0.93% |
| AbbVie Inc ABBV | 1.17% | 0.70% |
| Mastercard Inc MA | 1.29% | 0.68% |
| LAM RESEARCH CORPORATION LRCX | 0.84% | 0.62% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 0.57% | 0.65% |
| Costco Wholesale Corp COST | 0.57% | 0.61% |
| Bank of America Corp BAC | 0.66% | 0.54% |
| WALMART INC. WMT | 0.53% | 0.70% |
| UnitedHealth Group Inc UNH | 0.69% | 0.50% |
| Applied Materials Inc AMAT | 0.47% | 0.61% |
| Intel Corp INTC | 0.46% | 0.90% |
Based on the holdings compared above
JUHE and VUAA overlap by 71.0% by weight, across 239 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, Microsoft Corp, AMAZON.COM INC, BROADCOM INC.
Holding both means 71.0% 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 VUAA has 0.07%.
JUHE has a weighted P/E of 27.2 and VUAA has a weighted P/E of 19.1.
See the companies and duplicated exposure across every fund you hold.