JEPI vs XLY: how much do they overlap?
JPMorgan Equity Premium Income ETF (JEPI) · Consumer Discretionary Select Sector SPDR ETF (XLY)
overlap by weight · 11 shared holdings
JEPI: 104 holdings (as of 2026-03-31) · XLY: 47 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 XLY 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 XLY |
|---|---|---|---|
| Ross Stores, Inc. | ROST | 1.71% | 1.77% |
| Amazon.com, Inc. | AMZN | 1.41% | 23.12% |
| Lowe's Cos., Inc. | LOW | 1.35% | 2.98% |
| McDonald's Corp. | MCD | 1.31% | 4.26% |
| Yum! Brands, Inc. | YUM | 1.41% | 1.12% |
| Chipotle Mexican Grill, Inc. | CMG | 0.65% | 1.11% |
| Hilton Worldwide Holdings, Inc. | HLT | 0.57% | 1.92% |
| NIKE, Inc. | NKE | 0.45% | 1.28% |
| Best Buy Co., Inc. | BBY | 0.29% | 0.39% |
| AutoZone, Inc. | AZO | 0.28% | 1.24% |
FAQ
How much do JEPI and XLY overlap?
JEPI and XLY have a 9.3% overlap by weight, sharing 11 holdings (out of 104 in JEPI and 47 in XLY), based on official issuer holdings as of 2026-03-31.
What does 9.3% overlap mean?
JEPI and XLY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPI and XLY both hold?
The largest shared positions are Ross Stores, Inc., Amazon.com, Inc., Lowe's Cos., Inc., McDonald's Corp., Yum! Brands, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.