JEPQ vs VTV: how much do they overlap?
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) · Vanguard Value ETF (VTV)
overlap by weight · 42 shared holdings
JEPQ: 92 holdings (as of 2026-03-31) · VTV: 311 holdings (as of 2026-03-31)
Low overlap
What this means
JEPQ and VTV 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 VTV |
|---|---|---|---|
| Walmart, Inc. | WMT | 2.47% | 2.23% |
| Micron Technology, Inc. | MU | 2.04% | 1.56% |
| Cisco Systems, Inc. | CSCO | 1.12% | 1.13% |
| Linde plc | LIN | 0.88% | 0.94% |
| PepsiCo, Inc. | PEP | 0.96% | 0.87% |
| Analog Devices, Inc. | ADI | 1.12% | 0.64% |
| Intel Corp. | INTC | 0.63% | 0.72% |
| Honeywell International, Inc. | HON | 0.81% | 0.59% |
| Applied Materials, Inc. | AMAT | 0.76% | 0.56% |
| QUALCOMM, Inc. | QCOM | 0.53% | 0.56% |
FAQ
How much do JEPQ and VTV overlap?
JEPQ and VTV have a 16.7% overlap by weight, sharing 42 holdings (out of 92 in JEPQ and 311 in VTV), based on official issuer holdings as of 2026-03-31.
What does 16.7% overlap mean?
JEPQ and VTV hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPQ and VTV both hold?
The largest shared positions are Walmart, Inc., Micron Technology, Inc., Cisco Systems, Inc., Linde plc, PepsiCo, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.