IVW vs JEPI: how much do they overlap?
iShares S&P 500 Growth ETF (IVW) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 41 shared holdings
IVW: 143 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Low overlap
What this means
IVW and JEPI 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 IVW | in JEPI |
|---|---|---|---|
| NVIDIA Corp. | NVDA | 14.62% | 1.41% |
| Amazon.com, Inc. | AMZN | 3.72% | 1.41% |
| Apple Inc. | AAPL | 6.43% | 1.39% |
| Alphabet Inc. | GOOGL | 5.78% | 1.38% |
| Broadcom Inc | AVGO | 5.06% | 1.31% |
| Microsoft Corp. | MSFT | 9.48% | 1.28% |
| Johnson & Johnson | JNJ | 1.2% | 1.74% |
| Meta Platforms Inc | META | 4.32% | 1.19% |
| Visa Inc | V | 0.96% | 1.3% |
| MasterCard Incorporated | MA | 0.94% | 1.35% |
FAQ
How much do IVW and JEPI overlap?
IVW and JEPI have a 23% overlap by weight, sharing 41 holdings (out of 143 in IVW and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 23% overlap mean?
IVW and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IVW 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.