JOUL vs POW: which is really different?

JOUL and POW hold 30% of their weight in the same names. Corgi High Voltage Grid Equipment ETF and VistaShares Electrification Supercycle ETF.

37.7%
JOUL in the S&P 500
31.3%
POW in the S&P 500
−15.3%
JOUL total return, since launch
+28.5%
POW total return, since launch
JOUL · 3 months to Sep 30, 202662% of its weight is outside the S&P 500
62% of its weight is outside the S&P 50038% of JOUL's weight is in S&P 500 companies and 62% is outside the index38%62%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 99% · top ten 66% of the fund · 20 holdings filed Sep 30, 2026 · Nasdaq-100: 0% in62% of its weight is outside the S&P 50038% of JOUL's weight is in S&P 500 companies and 62% is outside the index38%62%in the S&P 500outside the S&P 500active share 99% · top ten 66% of the fund

38% of JOUL's weight is in S&P 500 companies and 62% is outside the index

POW · 6 months to Sep 30, 202669% of its weight is outside the S&P 500
69% of its weight is outside the S&P 50031% of POW's weight is in S&P 500 companies and 69% is outside the index31%69%of its weight in S&P 500 companiesof its weight outside the S&P 500active share 98% · top ten 43% of the fund · 54 holdings filed Oct 1, 2026 · Nasdaq-100: 7% in69% of its weight is outside the S&P 50031% of POW's weight is in S&P 500 companies and 69% is outside the index31%69%inoutside the S&P 500active share 98% · top ten 43% of the fund

31% of POW's weight is in S&P 500 companies and 69% is outside the index

ETFIQ Off-Index Score · JOUL scores higherHow much of it is not the index it is sold as an alternative to?
0.1, the lowest in this set92.0, the highest

A percentile among the 375 thematic ETFs with a holdings filing. It is a position in a set, not a rating, and neither end of it is a recommendation. All thematic ETFs ranked by it → How it is computed →

What they hold in common

By the books each fund has filed, JOUL and POW hold 30% of their money in the same securities at the same weight. Above 50%, holding both is close to holding one of them twice. Holdings dated Oct 1, 2026 and Sep 30, 2026.

half

30% in common

Positions both hold, largest shared weight first
Holding JOUL POW
Quanta Services Inc 5.75% 5.23%
Eaton Corp PLC 14.62% 4.86%
nVent Electric PLC 5.33% 4.20%
Powell Industries Inc 3.58% 3.56%
GE Vernova Inc 12.91% 3.37%
Hubbell Inc 4.47% 2.94%
Forgent Power Solutions Inc 4.30% 2.66%
Advanced Energy Industries Inc 4.04% 1.93%
MasTec Inc 3.16% 1.19%
Only in JOUL
Arcosa Inc 5.50%
Valmont Industries Inc 4.43%
Atkore Inc 4.29%
ESCO Technologies Inc 3.92%
MYR Group Inc 3.83%
Itron Inc 3.77%
Preformed Line Products Co 3.60%
American Superconductor Corp 3.19%
Only in POW
Delta Electronics Inc 5.82%
Prysmian SpA 4.22%
LS Electric Co Ltd 3.98%
Hyosung Heavy Industries Corp 3.85%
Bel Fuse Inc 3.42%
Bloom Energy Corp 3.27%
Siemens Energy AG 2.91%
American Electric Power Co Inc 2.68%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed.

30% of the two portfolios are the same securities at the same weight.

Performance, window by window

Total returnvs the S&P 500vs the Nasdaq-100
WindowJOULPOWJOULPOWJOULPOW
3 months−13.6%−13.0%−16.1 pts−15.6 pts−15.7 pts−15.2 pts
6 monthsnot published+5.5%not published−11.5 ptsnot published−21.4 pts
Since launch
JOUL May 2026 · POW Oct 2025
−15.3%+28.5%−19.7 pts+16.3 pts−21.8 pts+11.1 pts

JOUL and POW over each window. Every figure is an ETFIQ calculation with distributions reinvested. Source: ETFIQ. Open the live comparison on ETFIQ →

On the same fields

JOUL
Corgi High Voltage Grid Equipment ETF · Holds 20 stocks in electrification and the grid, 38% of its weight in S&P 500 companies
POW
VistaShares Electrification Supercycle ETF · Holds 54 stocks in electrification and the grid, 31% of its weight in S&P 500 companies
Issuer Corgi VistaShares
Theme Electrification and the grid Electrification and the grid
In the S&P 500 37.7% 31.3%
Active share vs the S&P 500 99.0% 97.8%
In the Nasdaq-100 0.0% 7.4%
Holdings 20 54
Top ten, share of the fund 65.6% 42.5%
Expense ratio 0.35% 0.75%
Fee for the differing part 0.35% 0.77%
Total return, 1 year −15.3% (since launch on May 6, 2026) +28.5% (since launch on Oct 28, 2025)
vs the S&P 500 −19.7 pts +16.3 pts
vs the Nasdaq-100 −21.8 pts +11.1 pts
Below its high −18.3% −22.3%
Net assets $9m $62m

JOUL and POW on the same fields, as of Sep 30, 2026. Source: ETFIQ.

JOUL in plain words

By weight, 38% of JOUL's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 99%. The top ten holdings are 66% of the fund across 20 positions, as published by its issuer for Sep 30, 2026. Since it launched on May 6, 2026 the fund returned −15.3% with distributions reinvested against +4.5% for the S&P 500, so a holder was behind by 19.7 pts. It sits 18.3% below its all-time high of Jun 22, 2026.

POW in plain words

By weight, 31% of POW's portfolio is stocks that are also in the S&P 500; its active share against the S&P 500 is 98%. The top ten holdings are 42% of the fund across 54 positions, as published by its issuer for Oct 1, 2026. Since it launched on Oct 28, 2025 the fund returned +28.5% with distributions reinvested against +12.2% for the S&P 500, so a holder was ahead by 16.3 pts. It sits 22.3% below its all-time high of May 11, 2026.

Questions people ask

Do JOUL and POW hold the same stocks?
By their latest filings, 30% of their books are the same securities at the same weight, which is a meaningful overlap. Overlap is the sum of the smaller weight of every security they share.
Which is more different from the S&P 500, JOUL or POW?
JOUL has 38% of its weight in S&P 500 names and POW has 31%, so JOUL differs more from the index.
Which is cheaper, JOUL or POW?
JOUL charges 0.35% a year and POW charges 0.75%, so JOUL is cheaper. Fees come from each fund's prospectus.
Cite this page

ETFIQ, JOUL against POW, data as of Sep 30, 2026. https://etfiq.com/compare/themes/joul-vs-pow

Open data

Free to use with attribution. Every figure is calculated from a named public source; the method is at etfiq.com/methodology.