JPUS vs EVUS overlap
JPUS and EVUS overlap 27.6% by weight, across 122 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (JPUS: July 31, 2026, EVUS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | JPUS | EVUS | Overlap |
|---|---|---|---|
| Bank NY MellonBNY | 0.43% | 0.68% | 0.43% |
| Coca-Cola Co/theKO | 0.42% | 1.11% | 0.42% |
| State St Corp.STT | 0.41% | 0.41% | 0.41% |
| Hewlett PackaHPE | 0.39% | 0.40% | 0.39% |
| Exxon Mobil Corp.XOM | 0.39% | 1.48% | 0.39% |
| Hartford InsuranHIG | 0.38% | 0.75% | 0.38% |
| Johnson&JohnsonJNJ | 0.38% | 1.33% | 0.38% |
| Western DigitalWDC | 0.38% | 0.77% | 0.38% |
| Cummins Inc.CMI | 0.38% | 0.77% | 0.38% |
| Amgen Inc.AMGN | 0.38% | 0.50% | 0.38% |
| Bank of AmericaBAC | 0.38% | 0.94% | 0.38% |
| Cisco SystemsCSCO | 0.38% | 1.67% | 0.38% |
| Chevron Corp.CVX | 0.39% | 0.37% | 0.37% |
| Gilead SciencesGILD | 0.37% | 0.53% | 0.37% |
| ConocophillipsCOP | 0.37% | 0.57% | 0.37% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JPUS, SEC Form N-PORT, July 31, 2026; EVUS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | JPUS | EVUS |
|---|---|---|
| JPMorgan Chase & Co | $6.2M | $51.1M |
| LPL Financial LLC | $10.3M | $29.9M |
| UBS Group AG | $18.8M | $45K |
| Wealth Enhancement Advisory Services, LLC | $10.8M | $773K |
| Jones Financial Companies LLLP | $9.0M | $5K |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $2.9M |
| Cetera Investment Advisers | $789K | $7.0M |
| Raymond James Financial Inc. | $6.9M | $724K |
| Commonwealth Equity Services, LLC | $3.3M | $2.8M |
| MML Investors Services, LLC | $317K | $5.6M |
| Osaic Holdings, Inc. | $3.9M | $424K |
| Citadel Advisors LLC | $2.4M | $999K |
| Wells Fargo & Company | $3.1M | $12K |
| Assetmark, Inc. | $20K | $2.6M |
| Royal Bank of Canada | $154K | $2.4M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: JPUS institutional holders, EVUS institutional holders.
Frequently asked questions
How much do JPUS and EVUS overlap?
27.6% by weight, with 122 holdings in common, using holdings for JPUS as of July 31, 2026 and EVUS as of May 31, 2026. The largest shared position is BNY.
Do institutions hold both JPUS and EVUS?
38 Form 13F filers report positions in both, out of 196 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.