XCHG vs JVAL overlap
XCHG and JVAL overlap 23.0% by weight, across 203 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XCHG: May 31, 2026, JVAL: July 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 | XCHG | JVAL | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 6.10% | 2.10% | 2.10% |
| Apple Inc.AAPL | 5.29% | 2.06% | 2.06% |
| Alphabet Inc.-aGOOGL | 2.50% | 2.00% | 2.00% |
| Broadcom Inc.AVGO | 3.85% | 1.91% | 1.91% |
| META Platforms-aMETA | 3.16% | 1.73% | 1.73% |
| Nvidia Corp.NVDA | 8.02% | 1.73% | 1.73% |
| Applied MaterialAMAT | 1.10% | 1.07% | 1.07% |
| Merck & CoMRK | 1.15% | 0.95% | 0.95% |
| Cisco SystemsCSCO | 0.76% | 0.90% | 0.76% |
| Oracle Corp.ORCL | 1.32% | 0.72% | 0.72% |
| Unitedhealth GRPUNH | 1.49% | 0.61% | 0.61% |
| Home Depot Inc.HD | 0.68% | 0.58% | 0.58% |
| Intel Corp.INTC | 0.53% | 1.20% | 0.53% |
| Bank of AmericaBAC | 1.08% | 0.53% | 0.53% |
| Walt Disney Co/TDIS | 1.29% | 0.51% | 0.51% |
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: XCHG, SEC Form N-PORT, May 31, 2026; JVAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XCHG | JVAL |
|---|---|---|
| Cresset Asset Management, LLC | $783K | $1.4M |
| UBS Group AG | $53 | $18K |
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: XCHG institutional holders, JVAL institutional holders.
Frequently asked questions
How much do XCHG and JVAL overlap?
23.0% by weight, with 203 holdings in common, using holdings for XCHG as of May 31, 2026 and JVAL as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both XCHG and JVAL?
2 Form 13F filers report positions in both, out of 170 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%.