DVY vs JEPQ: how much do they overlap?
iShares Select Dividend ETF (DVY) · JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
overlap by weight · 6 shared holdings
DVY: 100 holdings (as of 2026-04-30) · JEPQ: 92 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 JEPQ 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 JEPQ |
|---|---|---|---|
| COMCAST CORP | CMCSA | 1.22% | 0.58% |
| MONDELEZ INTERNATIONAL INC | MDLZ | 1.22% | 0.53% |
| XCEL ENERGY INC | XEL | 0.96% | 0.35% |
| NEXTERA ENERGY INC | NEE | 0.98% | 0.34% |
| COCA-COLA COMPANY (THE) | KO | 0.92% | 0.21% |
| GILEAD SCIENCES INC | GILD | 0.66% | 0.14% |
FAQ
How much do DVY and JEPQ overlap?
DVY and JEPQ have a 2.1% overlap by weight, sharing 6 holdings (out of 100 in DVY and 92 in JEPQ), based on official issuer holdings as of 2026-04-30.
What does 2.1% overlap mean?
DVY and JEPQ hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do DVY and JEPQ both hold?
The largest shared positions are COMCAST CORP, MONDELEZ INTERNATIONAL INC, XCEL ENERGY INC, NEXTERA ENERGY INC, COCA-COLA COMPANY (THE). The full list of top shared holdings with weights in each fund is shown on this page.