JGLO vs VEU: Holdings Overlap
JGLOJPMorgan Global Select Equity ETF
JPMorgan · 75 holdings · $6.8B · as of 2026-04-30
VEUVanguard FTSE All-world Ex-us Index Fund
Vanguard · 3855 holdings · $69.8B · as of 2026-04-30
How similar are JGLO and VEU?
JPMorgan Global Select Equity ETF (JGLO, by JPMorgan) holds 75 positions; Vanguard FTSE All-world Ex-us Index Fund (VEU, by Vanguard) holds 3855. They have 23 holdings in common, and by portfolio weight the two funds are 8.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 8.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 23JGLO holds 75 · VEU holds 3855
- Weight in Shared Holdings
- JGLO 24%·VEU 13%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in JGLO
52 of 75 positions (74.8% of the fund) are not held by VEU. Showing the top 30 by weight.
Sector Breakdown
| Sector | JGLO | VEU |
|---|---|---|
| Information Technology | 27.3% | 16.2% |
| Financials | 19.3% | 20.0% |
| Consumer Discretionary | 15.5% | 6.1% |
| Industrials | 7.6% | 11.7% |
| Health Care | 8.5% | 5.6% |
| Other Sectors | 20.8% | 21.9% |
| Unclassified | 0.0% | 17.4% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (0% of JGLO, 18% of VEU).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| JGLO | +4.0% | +10.0% | +15.2% | — | — | — | 1.09% |
| VEU | +2.8% | +16.6% | +28.4% | +19.2% | +9.6% | +9.9% | 2.48% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in JGLO vs VEU →
Shared Holdings(23)
The top 10 shared positions account for 72% of the overlap, led by ASML, TSMWF and SHEL.
 ASMLASML Holding NV | 1.63% | 1.43% | 1.43% |
|---|---|---|---|
 TSMWFTaiwan Semiconductor Manufacturing Co. Ltd. | 0.73% | 4.28% | 0.73% |
 SHELShell plc | 2.07% | 0.66% | 0.66% |
 005930Samsung Electronics Co. Ltd. | 0.60% | 1.81% | 0.60% |
 7203Toyota Motor Corp. NPV | 1.00% | 0.52% | 0.52% |
 8306Mitsubishi UFJ Financial Group Inc. NPV | 0.89% | 0.50% | 0.50% |
 700Tencent Holdings Ltd. | 0.46% | 0.96% | 0.46% |
 MCLVMH Moet Hennessy Louis Vuitton SE | 0.81% | 0.35% | 0.35% |
 NOVOBNovo Nordisk A/S, Class B | 0.64% | 0.35% | 0.35% |
 6758Sony Group Corp. NPV | 0.55% | 0.31% | 0.31% |
 SAFSafran SA | 1.70% | 0.28% | 0.28% |
 RIORio Tinto plc | 1.37% | 0.27% | 0.27% |
 HDFCBHDFC Bank Ltd. | 0.31% | 0.24% | 0.24% |
 DBSDBS Group Holdings Ltd. | 1.08% | 0.24% | 0.24% |
 6861Keyence Corp. NPV | 1.26% | 0.22% | 0.22% |
 8766Tokio Marine Holdings Inc. NPV | 0.53% | 0.21% | 0.21% |
 MUV2Muenchener Rueckversicherungs-Gesellschaft AG (Registered) | 1.70% | 0.20% | 0.20% |
 NWGNatWest Group plc | 0.56% | 0.16% | 0.16% |
 388Hong Kong Exchanges & Clearing Ltd. | 1.09% | 0.16% | 0.16% |
 DB1Deutsche Boerse AG | 1.44% | 0.14% | 0.14% |
 VOLVBVolvo AB, Class B | 1.26% | 0.14% | 0.14% |
 YUMCYum China Holdings, Inc. | 0.80% | 0.04% | 0.04% |
 TSMTaiwan Semiconductor Manufacturing Co. Ltd. | 1.78% | 0.01% | 0.01% |
Frequently Asked Questions
How much do JGLO and VEU overlap?
JGLO and VEU overlap by 8.2% of portfolio weight. They share 23 holdings (JGLO holds 75 positions and VEU holds 3855), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JGLO and VEU?
The two portfolios are 8.2% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of JGLO and VEU?
The largest positions held by both funds are ASML, TSMWF, SHEL, 005930 and 7203. Together the top 10 shared positions account for 72% of the total overlap.
What does JGLO own that VEU doesn't?
52 positions (74.8% of JGLO) are unique to JGLO, led by NVDA, AMZN and MSFT. In the other direction, 3832 positions (85.4% of VEU) are unique to VEU.