JEPI vs VO: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Vanguard Mid-Cap ETF (VO)
overlap by weight · 30 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · VO: 289 holdings (as of 2026-03-31)
Low overlap
What this means
JEPI and VO 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 VO |
|---|---|---|---|
| Howmet Aerospace, Inc. | HWM | 1.59% | 1.01% |
| Ross Stores, Inc. | ROST | 1.71% | 0.76% |
| Arthur J Gallagher & Co. | AJG | 0.87% | 0.61% |
| Entergy Corp. | ETR | 1.08% | 0.55% |
| Xcel Energy, Inc. | XEL | 0.51% | 0.54% |
| Carrier Global Corp. | CARR | 0.54% | 0.49% |
| Yum! Brands, Inc. | YUM | 1.41% | 0.47% |
| Chipotle Mexican Grill, Inc. | CMG | 0.65% | 0.45% |
| Ventas, Inc. | VTR | 0.6% | 0.42% |
| FedEx Corp. | FDX | 0.42% | 0.41% |
FAQ
How much do JEPI and VO overlap?
JEPI and VO have a 10.9% overlap by weight, sharing 30 holdings (out of 104 in JEPI and 289 in VO), based on official issuer holdings as of 2026-03-31.
What does 10.9% overlap mean?
JEPI and VO hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and VO both hold?
The largest shared positions are Howmet Aerospace, Inc., Ross Stores, Inc., Arthur J Gallagher & Co., Entergy Corp., Xcel Energy, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.