JEPI vs XLV: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Health Care Select Sector SPDR ETF (XLV)
overlap by weight · 14 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · XLV: 61 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 XLV 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 XLV |
|---|---|---|---|
| Johnson & Johnson | JNJ | 1.74% | 10.63% |
| AbbVie, Inc. | ABBV | 1.56% | 7.53% |
| Vertex Pharmaceuticals, Inc. | VRTX | 1.24% | 2.15% |
| Stryker Corp. | SYK | 1.23% | 1.92% |
| Bristol-Myers Squibb Co. | BMY | 1.15% | 2.02% |
| Regeneron Pharmaceuticals, Inc. | REGN | 1.22% | 1.14% |
| Medtronic plc | MDT | 0.98% | 1.8% |
| Eli Lilly & Co. | LLY | 0.83% | 16.41% |
| Merck & Co., Inc. | MRK | 0.78% | 5.27% |
| Danaher Corp. | DHR | 0.67% | 2.1% |
FAQ
How much do JEPI and XLV overlap?
JEPI and XLV have a 12.5% overlap by weight, sharing 14 holdings (out of 104 in JEPI and 61 in XLV), based on official issuer holdings as of 2026-03-31.
What does 12.5% overlap mean?
JEPI and XLV hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and XLV both hold?
The largest shared positions are Johnson & Johnson, AbbVie, Inc., Vertex Pharmaceuticals, Inc., Stryker Corp., Bristol-Myers Squibb Co.. The full list of top shared holdings with weights in each fund is shown on this page.