IWD vs JEPQ: how much do they overlap?
iShares Russell 1000 Value ETF (IWD) · JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
overlap by weight · 53 shared holdings
IWD: 866 holdings (as of 2026-03-31) · JEPQ: 92 holdings (as of 2026-03-31)
Low overlap
What this means
IWD and JEPQ 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 JEPQ |
|---|---|---|---|
| AMAZON.COM, INC. | AMZN | 1.81% | 4.01% |
| WALMART INC. | WMT | 1.6% | 2.47% |
| ALPHABET INC. | GOOG | 1.59% | 5.09% |
| MICRON TECHNOLOGY, INC. | MU | 1.24% | 2.04% |
| CISCO SYSTEMS, INC. | CSCO | 1.02% | 1.12% |
| LINDE PUBLIC LIMITED COMPANY | LIN | 0.77% | 0.88% |
| META PLATFORMS, INC. | META | 0.73% | 3.02% |
| APPLIED MATERIALS, INC. | AMAT | 0.64% | 0.76% |
| INTEL CORPORATION | INTC | 0.64% | 0.63% |
| Pepsico, Inc. | PEP | 0.6% | 0.96% |
FAQ
How much do IWD and JEPQ overlap?
IWD and JEPQ have a 19.3% overlap by weight, sharing 53 holdings (out of 866 in IWD and 92 in JEPQ), based on official issuer holdings as of 2026-03-31.
What does 19.3% overlap mean?
IWD and JEPQ hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWD and JEPQ both hold?
The largest shared positions are AMAZON.COM, INC., WALMART INC., ALPHABET INC., MICRON TECHNOLOGY, INC., CISCO SYSTEMS, INC.. The full list of top shared holdings with weights in each fund is shown on this page.