JEPI vs XLF: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Financial Select Sector SPDR ETF (XLF)
overlap by weight · 16 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · XLF: 77 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 XLF 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 XLF |
|---|---|---|---|
| Mastercard, Inc. | MA | 1.35% | 5.38% |
| Visa, Inc. | V | 1.3% | 7.36% |
| American Express Co. | AXP | 1.25% | 2.35% |
| Arthur J Gallagher & Co. | AJG | 0.87% | 0.83% |
| Berkshire Hathaway, Inc. | BRK.B | 0.6% | 11.57% |
| Chubb Ltd. | CB | 0.46% | 1.6% |
| CME Group, Inc. | CME | 0.43% | 1.11% |
| Progressive Corp. (The) | PGR | 0.42% | 1.71% |
| Bank of America Corp. | BAC | 0.41% | 4.93% |
| Aon plc | AON | 0.38% | 0.97% |
FAQ
How much do JEPI and XLF overlap?
JEPI and XLF have a 9% overlap by weight, sharing 16 holdings (out of 104 in JEPI and 77 in XLF), based on official issuer holdings as of 2026-03-31.
What does 9% overlap mean?
JEPI and XLF hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and XLF both hold?
The largest shared positions are Mastercard, Inc., Visa, Inc., American Express Co., Arthur J Gallagher & Co., Berkshire Hathaway, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.