JEPI vs XLP: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Consumer Staples Select Sector SPDR ETF (XLP)
overlap by weight · 10 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · XLP: 34 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 XLP 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 XLP |
|---|---|---|---|
| Walmart, Inc. | WMT | 1.43% | 10.69% |
| PepsiCo, Inc. | PEP | 1.43% | 4.4% |
| Mondelez International, Inc. | MDLZ | 1.29% | 4.18% |
| Philip Morris International, Inc. | PM | 1.2% | 6.14% |
| Costco Wholesale Corp. | COST | 0.89% | 8.8% |
| Church & Dwight Co., Inc. | CHD | 0.49% | 1.47% |
| Keurig Dr Pepper, Inc. | KDP | 0.4% | 2.71% |
| Procter & Gamble Co. (The) | PG | 0.37% | 7.43% |
| Altria Group, Inc. | MO | 0.23% | 4.51% |
| Monster Beverage Corp. | MNST | 0.08% | 4.47% |
FAQ
How much do JEPI and XLP overlap?
JEPI and XLP have a 7.8% overlap by weight, sharing 10 holdings (out of 104 in JEPI and 34 in XLP), based on official issuer holdings as of 2026-03-31.
What does 7.8% overlap mean?
JEPI and XLP hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and XLP both hold?
The largest shared positions are Walmart, Inc., PepsiCo, Inc., Mondelez International, Inc., Philip Morris International, Inc., Costco Wholesale Corp.. The full list of top shared holdings with weights in each fund is shown on this page.