ITOT vs JEPQ: how much do they overlap?

iShares Core S&P Total U.S. Stock Market ETF (ITOT) · JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)

43.8%

overlap by weight · 88 shared holdings

ITOT: 2470 holdings (as of 2026-03-31) · JEPQ: 92 holdings (as of 2026-03-31)

Moderate overlap

What this means

ITOT and JEPQ 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

CompanyTickerin ITOTin JEPQ
NVIDIA Corp. NVDA 6.69% 7.34%
Apple, Inc. AAPL 5.88% 6.37%
Microsoft Corp. MSFT 4.34% 4.81%
Amazon.com, Inc. AMZN 3.21% 4.01%
Broadcom, Inc. AVGO 2.32% 2.23%
Alphabet, Inc. GOOG 2.12% 5.09%
Meta Platforms, Inc. META 1.98% 3.02%
Tesla, Inc. TSLA 1.65% 2.6%
Walmart, Inc. WMT 0.86% 2.47%
Costco Wholesale Corp. COST 0.7% 1.57%

FAQ

How much do ITOT and JEPQ overlap?

ITOT and JEPQ have a 43.8% overlap by weight, sharing 88 holdings (out of 2470 in ITOT and 92 in JEPQ), based on official issuer holdings as of 2026-03-31.

What does 43.8% overlap mean?

ITOT and JEPQ 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 JEPQ both hold?

The largest shared positions are NVIDIA Corp., Apple, Inc., Microsoft Corp., Amazon.com, Inc., Broadcom, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.

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