JIRE vs VEA: Holdings Overlap
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · as of 2026-04-30
VEAVanguard Developed Markets Index Fund
Vanguard · 3886 holdings · $235.0B · as of 2026-03-31
Holdings snapshots are 30 days apart (JIRE: 2026-04-30, VEA: 2026-03-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are JIRE and VEA?
JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206 positions; Vanguard Developed Markets Index Fund (VEA, by Vanguard) holds 3886. They have 204 holdings in common, and by portfolio weight the two funds are 43.8% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 43.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 204JIRE holds 206 · VEA holds 3886
- Weight in Shared Holdings
- JIRE 98%·VEA 45%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 JIRE
2 of 206 positions (0.5% of the fund) are not held by VEA.
Only in VEA
3682 of 3886 positions (53.7% of the fund) are not held by JIRE. Showing the top 30 by weight.
Sector Breakdown
| Sector | JIRE | VEA |
|---|---|---|
| Financials | 25.9% | 20.4% |
| Industrials | 17.9% | 13.9% |
| Information Technology | 9.8% | 9.9% |
| Health Care | 9.9% | 7.3% |
| Consumer Discretionary | 7.9% | 5.4% |
| Other Sectors | 25.6% | 23.7% |
| Unclassified | 1.8% | 18.5% |
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 (2% of JIRE, 19% of VEA).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
| VEA | +3.0% | +17.5% | +29.9% | +19.8% | +10.2% | +10.3% | 2.49% |
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 JIRE vs VEA →
Shared Holdings(204)
The top 10 shared positions account for 22% of the overlap, led by ASML, NOVN and AZN.
 ASMLASML Holding NV | 3.17% | 1.77% | 1.77% |
|---|---|---|---|
 NOVNNovartis AG (Registered) | 1.20% | 1.01% | 1.01% |
 AZNAstraZeneca PLC ORD USD0.25 | 2.06% | 1.01% | 1.01% |
 HSBAHSBC Holdings plc | 1.43% | 0.97% | 0.97% |
 ROPRoche Holding AG | 1.27% | 0.96% | 0.96% |
 SHELShell plc | 1.60% | 0.90% | 0.90% |
 NESNNestle SA (Registered) | 1.40% | 0.87% | 0.87% |
 7203Toyota Motor Corp. NPV | 1.17% | 0.76% | 0.76% |
 CBACommonwealth Bank of Australia | 0.91% | 0.67% | 0.67% |
 SIESiemens AG (Registered) | 1.67% | 0.61% | 0.61% |
 BHPBHP Group Ltd. | 1.13% | 0.61% | 0.61% |
 SAPSAP SE | 0.78% | 0.60% | 0.60% |
 TTETotalEnergies SE EUR2.5 | 0.88% | 0.57% | 0.57% |
 SANBanco Santander SA | 1.21% | 0.56% | 0.56% |
 ALVAllianz SE (Registered) | 1.43% | 0.55% | 0.55% |
 IBEIberdrola SA | 0.82% | 0.52% | 0.52% |
 SUSchneider Electric SE | 0.70% | 0.51% | 0.51% |
 8306Mitsubishi UFJ Financial Group Inc. NPV | 0.51% | 0.64% | 0.51% |
 MCLVMH Moet Hennessy Louis Vuitton SE | 0.61% | 0.48% | 0.48% |
 ENRSiemens Energy AG | 0.51% | 0.44% | 0.44% |
 DTEDeutsche Telekom AG (Registered) | 0.78% | 0.44% | 0.44% |
 6501Hitachi Ltd. NPV | 1.04% | 0.44% | 0.44% |
 6758Sony Group Corp. NPV | 0.76% | 0.43% | 0.43% |
 RR-Rolls-Royce Holdings plc | 0.43% | 0.44% | 0.43% |
 BP-BP plc | 0.60% | 0.42% | 0.42% |
Frequently Asked Questions
How much do JIRE and VEA overlap?
JIRE and VEA overlap by 43.8% of portfolio weight. They share 204 holdings (JIRE holds 206 positions and VEA holds 3886), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JIRE and VEA?
The two portfolios are 43.8% identical by weight. Owning both is defensible: they share a meaningful core, but each fund adds exposure the other lacks.
What are the biggest shared holdings of JIRE and VEA?
The largest positions held by both funds are ASML, NOVN, AZN, HSBA and ROP. Together the top 10 shared positions account for 22% of the total overlap.
What does JIRE own that VEA doesn't?
2 positions (0.5% of JIRE) are unique to JIRE, led by SPOT and SE. In the other direction, 3682 positions (53.7% of VEA) are unique to VEA.