DVY vs JEPI: how much do they overlap?
iShares Select Dividend ETF (DVY) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 15 shared holdings
DVY: 100 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.
Low overlap
What this means
DVY 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 DVY | in JEPI |
|---|---|---|---|
| EOG RESOURCES INC | EOG | 1.25% | 1.69% |
| MONDELEZ INTERNATIONAL INC | MDLZ | 1.22% | 1.29% |
| PHILIP MORRIS INTERNATIONAL INC | PM | 1.01% | 1.2% |
| NEXTERA ENERGY INC | NEE | 0.98% | 1.64% |
| ENTERGY CORP | ETR | 0.94% | 1.08% |
| SEMPRA | SRE | 0.94% | 0.88% |
| EXXON MOBIL CORP | XOM | 0.99% | 0.87% |
| MERCK & COMPANY INC | MRK | 0.87% | 0.78% |
| MCDONALD'S CORP | MCD | 0.69% | 1.31% |
| XCEL ENERGY INC | XEL | 0.96% | 0.51% |
FAQ
How much do DVY and JEPI overlap?
DVY and JEPI have a 10.6% overlap by weight, sharing 15 holdings (out of 100 in DVY and 104 in JEPI), based on official issuer holdings as of 2026-04-30.
What does 10.6% overlap mean?
DVY and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and JEPI both hold?
The largest shared positions are EOG RESOURCES INC, MONDELEZ INTERNATIONAL INC, PHILIP MORRIS INTERNATIONAL INC, NEXTERA ENERGY INC, ENTERGY CORP. The full list of top shared holdings with weights in each fund is shown on this page.