IVE vs JEPI: how much do they overlap?
iShares S&P 500 Value ETF (IVE) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 86 shared holdings
IVE: 439 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Moderate overlap
What this means
IVE 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 IVE | in JEPI |
|---|---|---|---|
| Walmart Inc | WMT | 2.02% | 1.43% |
| Amazon.com, Inc. | AMZN | 3.54% | 1.41% |
| Apple Inc. | AAPL | 6.9% | 1.39% |
| Johnson & Johnson | JNJ | 0.89% | 1.74% |
| Costco Wholesale Corporation | COST | 1.64% | 0.89% |
| Exxon Mobil Corp. | XOM | 2.62% | 0.87% |
| Visa Inc | V | 0.85% | 1.3% |
| Pepsico Inc | PEP | 0.79% | 1.43% |
| Merck & Co., Inc | MRK | 1.11% | 0.78% |
| AbbVie Inc. | ABBV | 0.77% | 1.56% |
FAQ
How much do IVE and JEPI overlap?
IVE and JEPI have a 30.5% overlap by weight, sharing 86 holdings (out of 439 in IVE and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 30.5% overlap mean?
IVE 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 IVE and JEPI both hold?
The largest shared positions are Walmart Inc, Amazon.com, Inc., Apple Inc., Johnson & Johnson, Costco Wholesale Corporation. The full list of top shared holdings with weights in each fund is shown on this page.