HDV vs JEPQ: how much do they overlap?
iShares Core High Dividend ETF (HDV) · JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
overlap by weight · 9 shared holdings
HDV: 74 holdings (as of 2026-01-31) · 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
HDV 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 HDV | in JEPQ |
|---|---|---|---|
| Cisco Systems Inc | CSCO | 3.11% | 1.12% |
| PepsiCo Inc | PEP | 3.98% | 0.96% |
| Texas Instruments Inc | TXN | 2.98% | 0.7% |
| Mondelez International Inc | MDLZ | 1.34% | 0.53% |
| AbbVie Inc | ABBV | 5.61% | 0.43% |
| Southern Co/The | SO | 1.65% | 0.33% |
| Starbucks Corp | SBUX | 1.51% | 0.31% |
| Coca-Cola Co/The | KO | 4.12% | 0.21% |
| Gilead Sciences Inc | GILD | 2.24% | 0.14% |
FAQ
How much do HDV and JEPQ overlap?
HDV and JEPQ have a 4.7% overlap by weight, sharing 9 holdings (out of 74 in HDV and 92 in JEPQ), based on official issuer holdings as of 2026-01-31.
What does 4.7% overlap mean?
HDV and JEPQ hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do HDV and JEPQ both hold?
The largest shared positions are Cisco Systems Inc, PepsiCo Inc, Texas Instruments Inc, Mondelez International Inc, AbbVie Inc. The full list of top shared holdings with weights in each fund is shown on this page.