JEPI vs VYM: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Vanguard High Dividend Yield ETF (VYM)
overlap by weight · 52 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · VYM: 608 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.
Low overlap
What this means
JEPI and VYM 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 VYM |
|---|---|---|---|
| Johnson & Johnson | JNJ | 1.74% | 2.3% |
| AbbVie, Inc. | ABBV | 1.56% | 1.56% |
| Broadcom, Inc. | AVGO | 1.31% | 8.03% |
| Philip Morris International, Inc. | PM | 1.2% | 1.07% |
| RTX Corp. | RTX | 1.51% | 0.98% |
| PepsiCo, Inc. | PEP | 1.43% | 0.9% |
| McDonald's Corp. | MCD | 1.31% | 0.87% |
| Exxon Mobil Corp. | XOM | 0.87% | 2.72% |
| NextEra Energy, Inc. | NEE | 1.64% | 0.85% |
| Analog Devices, Inc. | ADI | 1.28% | 0.82% |
FAQ
How much do JEPI and VYM overlap?
JEPI and VYM have a 25.7% overlap by weight, sharing 52 holdings (out of 104 in JEPI and 608 in VYM), based on official issuer holdings as of 2026-03-31.
What does 25.7% overlap mean?
JEPI and VYM hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and VYM both hold?
The largest shared positions are Johnson & Johnson, AbbVie, Inc., Broadcom, Inc., Philip Morris International, Inc., RTX Corp.. The full list of top shared holdings with weights in each fund is shown on this page.