DGRO vs JEPI: how much do they overlap?
iShares Core Dividend Growth ETF (DGRO) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 65 shared holdings
DGRO: 394 holdings (as of 2026-04-30) · JEPI: 104 holdings (as of 2026-03-31)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
DGRO and JEPI share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Overlap by weight sums the smaller of the two funds' weights for every stock they both hold — it answers "how much of my money is in the same stocks either way?" See methodology.
Top shared holdings
| Company | Ticker | in DGRO | in JEPI |
|---|---|---|---|
| JOHNSON & JOHNSON | JNJ | 2.64% | 1.74% |
| ABBVIE INC | ABBV | 2.52% | 1.56% |
| PEPSICO INC | PEP | 1.7% | 1.43% |
| APPLE INC | AAPL | 2.93% | 1.39% |
| BROADCOM INC | AVGO | 3.25% | 1.31% |
| MICROSOFT CORP | MSFT | 2.91% | 1.28% |
| NEXTERA ENERGY INC | NEE | 1.23% | 1.64% |
| PHILIP MORRIS INTERNATIONAL INC | PM | 1.94% | 1.2% |
| VISA INC | V | 1.05% | 1.3% |
| MCDONALD'S CORP | MCD | 1.04% | 1.31% |
FAQ
How much do DGRO and JEPI overlap?
DGRO and JEPI have a 33% overlap by weight, sharing 65 holdings (out of 394 in DGRO and 104 in JEPI), based on official issuer holdings as of 2026-04-30.
What does 33% overlap mean?
DGRO and JEPI share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do DGRO and JEPI both hold?
The largest shared positions are JOHNSON & JOHNSON, ABBVIE INC, PEPSICO INC, APPLE INC, BROADCOM INC. The full list of top shared holdings with weights in each fund is shown on this page.