JEPI vs SDY: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 25 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · SDY: 156 holdings (as of 09-Jul-2026)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Low overlap
What this means
JEPI and SDY 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 JEPI | in SDY |
|---|---|---|---|
| AbbVie, Inc. | ABBV | 1.56% | 1.6% |
| PepsiCo, Inc. | PEP | 1.43% | 1.35% |
| Southern Co. (The) | SO | 1.09% | 1.31% |
| NextEra Energy, Inc. | NEE | 1.64% | 1.07% |
| Johnson & Johnson | JNJ | 1.74% | 1.01% |
| Medtronic plc | MDT | 0.98% | 1.36% |
| McDonald's Corp. | MCD | 1.31% | 0.91% |
| Lowe's Cos., Inc. | LOW | 1.35% | 0.71% |
| Emerson Electric Co. | EMR | 1.17% | 0.67% |
| Accenture plc | ACN | 0.64% | 0.97% |
FAQ
How much do JEPI and SDY overlap?
JEPI and SDY have a 16% overlap by weight, sharing 25 holdings (out of 104 in JEPI and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 16% overlap mean?
JEPI and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and SDY both hold?
The largest shared positions are AbbVie, Inc., PepsiCo, Inc., Southern Co. (The), NextEra Energy, Inc., Johnson & Johnson. The full list of top shared holdings with weights in each fund is shown on this page.