JEPQ vs SDY: how much do they overlap?
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) · SPDR S&P Dividend ETF (SDY)
overlap by weight · 15 shared holdings
JEPQ: 92 holdings (as of 2026-03-31) · SDY: 156 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
JEPQ and SDY 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 JEPQ | in SDY |
|---|---|---|---|
| PepsiCo, Inc. | PEP | 0.96% | 1.35% |
| Texas Instruments, Inc. | TXN | 0.7% | 1.6% |
| CSX Corp. | CSX | 0.65% | 0.64% |
| Analog Devices, Inc. | ADI | 1.12% | 0.6% |
| Linde plc | LIN | 0.88% | 0.57% |
| QUALCOMM, Inc. | QCOM | 0.53% | 1.61% |
| AbbVie, Inc. | ABBV | 0.43% | 1.6% |
| Microsoft Corp. | MSFT | 4.81% | 0.37% |
| Xcel Energy, Inc. | XEL | 0.35% | 1.23% |
| NextEra Energy, Inc. | NEE | 0.34% | 1.07% |
FAQ
How much do JEPQ and SDY overlap?
JEPQ and SDY have a 6.8% overlap by weight, sharing 15 holdings (out of 92 in JEPQ and 156 in SDY), based on official issuer holdings as of 2026-03-31.
What does 6.8% overlap mean?
JEPQ and SDY hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPQ and SDY both hold?
The largest shared positions are PepsiCo, Inc., Texas Instruments, Inc., CSX Corp., Analog Devices, Inc., Linde plc. The full list of top shared holdings with weights in each fund is shown on this page.