ITOT vs JEPI: how much do they overlap?
iShares Core S&P Total U.S. Stock Market ETF (ITOT) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 104 shared holdings
ITOT: 2470 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Moderate overlap
What this means
ITOT 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 ITOT | in JEPI |
|---|---|---|---|
| NVIDIA Corp. | NVDA | 6.69% | 1.41% |
| Amazon.com, Inc. | AMZN | 3.21% | 1.41% |
| Apple, Inc. | AAPL | 5.88% | 1.39% |
| Alphabet, Inc. | GOOGL | 2.64% | 1.38% |
| Broadcom, Inc. | AVGO | 2.32% | 1.31% |
| Microsoft Corp. | MSFT | 4.34% | 1.28% |
| Meta Platforms, Inc. | META | 1.98% | 1.19% |
| Johnson & Johnson | JNJ | 0.93% | 1.74% |
| Exxon Mobil Corp. | XOM | 1.12% | 0.87% |
| Walmart, Inc. | WMT | 0.86% | 1.43% |
FAQ
How much do ITOT and JEPI overlap?
ITOT and JEPI have a 30.9% overlap by weight, sharing 104 holdings (out of 2470 in ITOT and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 30.9% overlap mean?
ITOT 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 ITOT and JEPI both hold?
The largest shared positions are NVIDIA Corp., Amazon.com, Inc., Apple, Inc., Alphabet, Inc., Broadcom, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.