DIA vs JEPI: how much do they overlap?
SPDR Dow Jones Industrial Average ETF Trust (DIA) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 17 shared holdings
DIA: 30 holdings (as of 09-Jul-2026) · 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.
Low overlap
What this means
DIA and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
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 DIA | in JEPI |
|---|---|---|---|
| Johnson + Johnson | JNJ | 2.93% | 1.74% |
| Nvidia Corp | NVDA | 2.29% | 1.41% |
| Amazon.Com Inc | AMZN | 2.8% | 1.41% |
| Apple Inc | AAPL | 3.58% | 1.39% |
| Alphabet Inc Cl A | GOOGL | 4.06% | 1.38% |
| Mcdonald S Corp | MCD | 3.13% | 1.31% |
| Visa Inc Class A Shares | V | 3.94% | 1.3% |
| Microsoft Corp | MSFT | 4.35% | 1.28% |
| Walmart Inc | WMT | 1.27% | 1.43% |
| American Express Co | AXP | 3.92% | 1.25% |
FAQ
How much do DIA and JEPI overlap?
DIA and JEPI have a 18.2% overlap by weight, sharing 17 holdings (out of 30 in DIA and 104 in JEPI), based on official issuer holdings as of 09-Jul-2026.
What does 18.2% overlap mean?
DIA and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DIA and JEPI both hold?
The largest shared positions are Johnson + Johnson, Nvidia Corp, Amazon.Com Inc, Apple Inc, Alphabet Inc Cl A. The full list of top shared holdings with weights in each fund is shown on this page.