IWD vs JEPI: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 75 shared holdings
IWD: 866 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Low overlap
What this means
IWD 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 IWD | in JEPI |
|---|---|---|---|
| JOHNSON & JOHNSON | JNJ | 1.94% | 1.74% |
| WALMART INC. | WMT | 1.6% | 1.43% |
| AMAZON.COM, INC. | AMZN | 1.81% | 1.41% |
| ALPHABET INC. | GOOGL | 1.95% | 1.38% |
| EXXON MOBIL CORPORATION | XOM | 2.36% | 0.87% |
| RTX CORPORATION | RTX | 0.85% | 1.51% |
| Philip Morris International Inc. | PM | 0.85% | 1.2% |
| MERCK & CO., INC. | MRK | 0.98% | 0.78% |
| META PLATFORMS, INC. | META | 0.73% | 1.19% |
| MCDONALD'S CORPORATION | MCD | 0.69% | 1.31% |
FAQ
How much do IWD and JEPI overlap?
IWD and JEPI have a 28.1% overlap by weight, sharing 75 holdings (out of 866 in IWD and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 28.1% overlap mean?
IWD and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWD and JEPI both hold?
The largest shared positions are JOHNSON & JOHNSON, WALMART INC., AMAZON.COM, INC., ALPHABET INC., EXXON MOBIL CORPORATION. The full list of top shared holdings with weights in each fund is shown on this page.