JEPQ vs VIG: how much do they overlap?
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) · Vanguard Dividend Appreciation ETF (VIG)
overlap by weight · 29 shared holdings
JEPQ: 92 holdings (as of 2026-03-31) · VIG: 332 holdings (as of 2026-04-30)
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 VIG 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 VIG |
|---|---|---|---|
| Apple, Inc. | AAPL | 6.37% | 4.07% |
| Microsoft Corp. | MSFT | 4.81% | 3.97% |
| Walmart, Inc. | WMT | 2.47% | 2.6% |
| Broadcom, Inc. | AVGO | 2.23% | 5.18% |
| Costco Wholesale Corp. | COST | 1.57% | 2.03% |
| Lam Research Corp. | LRCX | 1.78% | 1.45% |
| Cisco Systems, Inc. | CSCO | 1.12% | 1.63% |
| PepsiCo, Inc. | PEP | 0.96% | 0.98% |
| Analog Devices, Inc. | ADI | 1.12% | 0.89% |
| Linde plc | LIN | 0.88% | 1.05% |
FAQ
How much do JEPQ and VIG overlap?
JEPQ and VIG have a 26.2% overlap by weight, sharing 29 holdings (out of 92 in JEPQ and 332 in VIG), based on official issuer holdings as of 2026-03-31.
What does 26.2% overlap mean?
JEPQ and VIG hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPQ and VIG both hold?
The largest shared positions are Apple, Inc., Microsoft Corp., Walmart, Inc., Broadcom, Inc., Costco Wholesale Corp.. The full list of top shared holdings with weights in each fund is shown on this page.