IWM vs JEPI: how much do they overlap?
iShares Russell 2000 ETF (IWM) · JPMorgan Equity Premium Income ETF (JEPI)
overlap by weight · 0 shared holdings
IWM: 1934 holdings (as of 2026-03-31) · JEPI: 104 holdings (as of 2026-03-31)
Low overlap
What this means
IWM 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 IWM | in JEPI |
|---|
FAQ
How much do IWM and JEPI overlap?
IWM and JEPI have a 0% overlap by weight, sharing 0 holdings (out of 1934 in IWM and 104 in JEPI), based on official issuer holdings as of 2026-03-31.
What does 0% overlap mean?
IWM and JEPI hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do IWM and JEPI both hold?
The largest shared positions are . The full list of top shared holdings with weights in each fund is shown on this page.