IWF vs JEPI: how much do they overlap?
iShares Russell 1000 Growth ETF (IWF) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 51 shared holdings
IWF: 387 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Low overlap
What this means
IWF 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 IWF | in JEPI |
|---|---|---|---|
| NVIDIA CORPORATION | NVDA | 12.92% | 1.41% |
| AMAZON.COM, INC. | AMZN | 4.66% | 1.41% |
| APPLE INC. | AAPL | 11.64% | 1.39% |
| ABBVIE INC. | ABBV | 1.39% | 1.56% |
| ALPHABET INC. | GOOGL | 3.54% | 1.38% |
| MASTERCARD INCORPORATED | MA | 1.45% | 1.35% |
| BROADCOM INC. | AVGO | 4.79% | 1.31% |
| VISA INC. | V | 1.84% | 1.3% |
| MICROSOFT CORPORATION | MSFT | 8.82% | 1.28% |
| META PLATFORMS, INC. | META | 3.46% | 1.19% |
FAQ
How much do IWF and JEPI overlap?
IWF and JEPI have a 23.4% overlap by weight, sharing 51 holdings (out of 387 in IWF and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 23.4% overlap mean?
IWF and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWF and JEPI both hold?
The largest shared positions are NVIDIA CORPORATION, AMAZON.COM, INC., APPLE INC., ABBVIE INC., ALPHABET INC.. The full list of top shared holdings with weights in each fund is shown on this page.