JEPI vs VIG: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Vanguard Dividend Appreciation ETF (VIG)
overlap by weight · 50 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · VIG: 332 holdings (as of 2026-04-30)
Note: the two funds' latest official filings have different dates, which can understate overlap slightly for funds tracking similar indexes.
Moderate overlap
What this means
JEPI and VIG share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
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 VIG |
|---|---|---|---|
| Johnson & Johnson | JNJ | 1.74% | 2.49% |
| AbbVie, Inc. | ABBV | 1.56% | 1.68% |
| Walmart, Inc. | WMT | 1.43% | 2.6% |
| Apple, Inc. | AAPL | 1.39% | 4.07% |
| Mastercard, Inc. | MA | 1.35% | 1.84% |
| Broadcom, Inc. | AVGO | 1.31% | 5.18% |
| Visa, Inc. | V | 1.3% | 2.33% |
| Microsoft Corp. | MSFT | 1.28% | 3.97% |
| PepsiCo, Inc. | PEP | 1.43% | 0.98% |
| McDonald's Corp. | MCD | 1.31% | 0.94% |
FAQ
How much do JEPI and VIG overlap?
JEPI and VIG have a 31.2% overlap by weight, sharing 50 holdings (out of 104 in JEPI and 332 in VIG), based on official issuer holdings as of 2026-03-31.
What does 31.2% overlap mean?
JEPI and VIG share a meaningful slice of holdings. They are related but not interchangeable; check the shared names below to see where your exposure doubles up.
Which stocks do JEPI and VIG both hold?
The largest shared positions are Johnson & Johnson, AbbVie, Inc., Walmart, Inc., Apple, Inc., Mastercard, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.