JIRE vs VEU: Holdings Overlap
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · 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 JIRE and VEU?
JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206 positions; Vanguard FTSE All-world Ex-us Index Fund (VEU, by Vanguard) holds 3855. They have 204 holdings in common, and by portfolio weight the two funds are 34.9% identical. In practical terms the pair is moderately overlapping; they share a meaningful core, but each fund adds distinct exposure.
- Overlap by Weight
- 34.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 204JIRE holds 206 · VEU holds 3855
- Weight in Shared Holdings
- JIRE 98%·VEU 36%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 VEU.
Only in VEU
3651 of 3855 positions (63.3% of the fund) are not held by JIRE. Showing the top 30 by weight.
Sector Breakdown
| Sector | JIRE | VEU |
|---|---|---|
| Financials | 25.9% | 20.0% |
| Industrials | 17.9% | 11.7% |
| Information Technology | 9.8% | 16.2% |
| Health Care | 9.9% | 5.6% |
| Consumer Discretionary | 7.9% | 6.1% |
| Other Sectors | 25.6% | 21.9% |
| Unclassified | 1.8% | 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 (2% of JIRE, 18% of VEU).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
| 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 JIRE vs VEU →
Shared Holdings(204)
The top 10 shared positions account for 21% of the overlap, led by ASML, HSBA and ROP.
 ASMLASML Holding NV | 3.17% | 1.43% | 1.43% |
|---|---|---|---|
 HSBAHSBC Holdings plc | 1.43% | 0.80% | 0.80% |
 ROPRoche Holding AG | 1.27% | 0.73% | 0.73% |
 AZNAstraZeneca PLC ORD USD0.25 | 2.06% | 0.72% | 0.72% |
 NOVNNovartis AG (Registered) | 1.20% | 0.72% | 0.72% |
 NESNNestle SA (Registered) | 1.40% | 0.66% | 0.66% |
 SHELShell plc | 1.60% | 0.66% | 0.66% |
 SIESiemens AG (Registered) | 1.67% | 0.56% | 0.56% |
 CBACommonwealth Bank of Australia | 0.91% | 0.54% | 0.54% |
 7203Toyota Motor Corp. NPV | 1.17% | 0.52% | 0.52% |
 8306Mitsubishi UFJ Financial Group Inc. NPV | 0.51% | 0.50% | 0.50% |
 BHPBHP Group Ltd. | 1.13% | 0.49% | 0.49% |
 SANBanco Santander SA | 1.21% | 0.45% | 0.45% |
 ALVAllianz SE (Registered) | 1.43% | 0.44% | 0.44% |
 SAPSAP SE | 0.78% | 0.44% | 0.44% |
 SUSchneider Electric SE | 0.70% | 0.44% | 0.44% |
 TTETotalEnergies SE EUR2.5 | 0.88% | 0.43% | 0.43% |
 ENRSiemens Energy AG | 0.51% | 0.40% | 0.40% |
 IBEIberdrola SA | 0.82% | 0.39% | 0.39% |
 UBSGUBS Group AG (Registered) | 0.85% | 0.35% | 0.35% |
 6501Hitachi Ltd. NPV | 1.04% | 0.35% | 0.35% |
 RR-Rolls-Royce Holdings plc | 0.43% | 0.35% | 0.35% |
 MCLVMH Moet Hennessy Louis Vuitton SE | 0.61% | 0.35% | 0.35% |
 NOVOBNovo Nordisk A/S, Class B | 0.61% | 0.35% | 0.35% |
 6857Advantest Corp. NPV | 0.62% | 0.34% | 0.34% |
Frequently Asked Questions
How much do JIRE and VEU overlap?
JIRE and VEU overlap by 34.9% of portfolio weight. They share 204 holdings (JIRE holds 206 positions and VEU holds 3855), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JIRE and VEU?
The two portfolios are 34.9% 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 VEU?
The largest positions held by both funds are ASML, HSBA, ROP, AZN and NOVN. Together the top 10 shared positions account for 21% of the total overlap.
What does JIRE own that VEU doesn't?
2 positions (0.5% of JIRE) are unique to JIRE, led by SPOT and SE. In the other direction, 3651 positions (63.3% of VEU) are unique to VEU.