Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

EPSIX vs JGYIX

Shared holdings
63
EPSIX covered by JGYIX
54.70%
JGYIX covered by EPSIX
54.70%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

EPSIX (Jan. 31, 2026)

SecurityWeight
CISCO SYSTEMS INC2.25%
TAIWAN SEMIC MFG CO LTD SP ADR2.14%
SAMSUNG ELEC VTG GDR REGS2.10%
INTL BUS MACH CORP2.03%
MICROSOFT CORP1.95%
BROADCOM INC1.95%
ABBVIE INC1.89%
ANALOG DEVICES INC1.78%
HEWLETT PACKARD ENTERPRISE CO1.77%
DELL TECHNOLOGIES INC CL C1.63%
TEXAS INSTRUMENTS INC1.62%
MICROCHIP TECHNOLOGY1.60%
MANULIFE FIN1.40%
CVS HEALTH CORP1.33%
PHILIP MORRIS INTL INC1.23%
AT&T INC1.19%
HASBRO INC1.15%
APPLE INC1.15%
AMERICAN ELECTRIC POWER CO INC1.14%
NEXTERA ENERGY INC1.14%
BANK OF AMERICA CORPORATION1.13%
METLIFE INC1.13%
NYLI U.S. Government Liquidity Fund1.11%
JPMORGAN CHASE and CO1.10%
COCA-COLA EUROPA1.10%
Novartis AG (Registered)1.09%
ENTERGY CORP1.06%
LOCKHEED MARTIN CORP1.05%
MPLX LP PARTNERSHIP SHARES1.00%
LAZARD INC CL A1.00%
CHEVRON CORP1.00%
MEDTRONIC PLC1.00%
MSC INDUSTRIAL DIRECT CO CL A0.99%
Sanofi SA0.99%
ORANGE0.97%
ASTRAZENECA PLC SPONS ADR0.96%
CUMMINS INC0.96%
US BANCORP DEL0.94%
TORO CO0.94%
BAE SYSTEMS PLC0.94%
VERIZON COMMUNICATIONS INC0.93%
MERCK & CO0.91%
RESTAURANT BRANDS INTERNATIONAL INC0.91%
ALPHABET INC CL C0.91%
META PLATFORMS INC CL A0.90%
MCDONALDS CORP0.89%
JOHNSON&JOHNSON0.89%
IRON MOUNTAIN INC0.87%
LINDE PLC0.87%
HOME DEPOT INC0.86%

JGYIX (March 31, 2026)

SecurityWeight
DELL TECHNOLOGIES INC CL C1.99%
CISCO SYSTEMS INC1.94%
TAIWAN SEMIC MFG CO LTD SP ADR1.92%
BROADCOM INC1.89%
TOTALENERGIES SE COMMON STOCK EUR2.51.80%
HEWLETT PACKARD ENTERPRISE CO1.71%
ORANGE SA COMMON STOCK EUR4.01.62%
SNAM SPA COMMON STOCK1.59%
MICROSOFT CORP1.57%
ABBVIE INC1.56%
IMPERIAL BRANDS PLC COMMON STOCK GBP.11.54%
ANALOG DEVICES INC1.51%
AT&T INC1.49%
BAWAG GROUP AG COMMON STOCK1.46%
AXA SA COMMON STOCK EUR2.291.46%
EQUINOR ASA COMMON STOCK NOK2.51.44%
INTL BUS MACH CORP1.43%
BRITISH AMERICAN TOBACCO PLC COMMON STOCK1.43%
MPLX LP PARTNERSHIP SHARES1.37%
CVS HEALTH CORP1.33%
VERIZON COMMUNICATIONS INC1.32%
Enterprise Products Partners LP1.31%
AMERICAN ELECTRIC POWER CO INC1.26%
HASBRO INC1.26%
TEXAS INSTRUMENTS INC1.25%
SANOFI SA COMMON STOCK EUR2.01.23%
GSK PLC COMMON STOCK1.21%
MSC INDUSTRIAL DIRECT CO CL A1.14%
CHEVRON CORP1.12%
PHILIP MORRIS INTL INC1.11%
PFIZER INC1.10%
MICROCHIP TECHNOLOGY1.09%
NOVARTIS AG REG COMMON STOCK CHF.491.06%
DHL GROUP COMMON STOCK1.04%
RESTAURANT BRANDS INTERNATIONAL INC1.02%
ALLIANZ SE REG COMMON STOCK1.01%
US BANCORP DEL1.01%
Common Stock0.99%
COCA-COLA EUROPACIFIC PARTNERS COMMON STOCK EUR.010.99%
NUTRIEN LTD0.97%
BRISTOL-MYERS SQUIBB CO0.97%
NATIONAL GRID PLC COMMON STOCK GBP.12431290.94%
ENTERGY CORP0.93%
VICI PROPERTIES0.92%
COLUMBIA BANKING SYSTEMS INC0.91%
SAMSUNG ELEC VTG GDR REGS0.85%
ONEOK INC0.84%
APPLE INC0.83%
ASTELLAS PHARMA INC COMMON STOCK0.83%
REALTY INCOME CORP REIT0.83%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.