JEPQ vs VUG ETF holdings comparison

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) · Vanguard Growth ETF (VUG)

JEPQ and VUG overlap by 49.3% by portfolio weight. The remaining 50.7 percentage points are not counted as shared holdings weight by this calculation. They share 50 stocks; the largest shared position is NVIDIA Corp. (NVDA), contributing 7.34% to the overlap.

What this means

JEPQ and VUG share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

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.

This comparison covers normalized equity positions represented in the dataset. Cash, derivatives, options, structured notes, and other non-equity assets are not included, so the result is not a complete comparison of every asset or risk in either fund.

Top shared holdings

CompanyTickerin JEPQin VUG
NVIDIA Corp. NVDA 7.34% 13.31%
Apple, Inc. AAPL 6.37% 12.32%
Microsoft Corp. MSFT 4.81% 9.09%
Alphabet, Inc. GOOG 5.09% 4.39%
Amazon.com, Inc. AMZN 4.01% 4.59%
Meta Platforms, Inc. META 3.02% 4.15%
Tesla, Inc. TSLA 2.60% 3.47%
Broadcom, Inc. AVGO 2.23% 4.40%
Costco Wholesale Corp. COST 1.57% 1.48%
Netflix, Inc. NFLX 2.07% 1.36%

Holdings only in JEPQ or VUG

JEPQ has 42 fund-only positions representing approximately 20.8 percentage points of reported exposure; VUG has 102 fund-only positions representing approximately 26.6 percentage points of reported exposure. These are positions whose normalized security identifiers appear in one issuer file but not the other.

Largest positions only in JEPQ

CompanyTickerWeight
Walmart, Inc.WMT2.47%
Micron Technology, Inc.MU2.04%
Cisco Systems, Inc.CSCO1.12%
Analog Devices, Inc.ADI1.12%
PepsiCo, Inc.PEP0.96%
ASML Holding NVASML0.91%
Linde plcLIN0.88%
Honeywell International, Inc.HON0.81%
CSX Corp.CSX0.65%
Intel Corp.INTC0.63%

Largest positions only in VUG

CompanyTickerWeight
Alphabet IncGOOGL5.54%
Eli Lilly & CoLLY2.60%
Visa IncV1.65%
GE Vernova IncGEV0.80%
McDonald's CorpMCD0.75%
TJX Cos Inc/TheTJX0.60%
Boeing Co/TheBA0.53%
Amphenol CorpAPH0.53%
General Electric CoGE0.48%
Welltower IncWELL0.47%

FAQ

How much do JEPQ and VUG overlap?

JEPQ and VUG have 49.3% overlap by weight, sharing 50 equity positions (out of 92 in JEPQ and 152 in VUG). The official holdings files used are dated 2026-03-31 for JEPQ and 2026-03-31 for VUG.

What does 49.3% overlap mean?

JEPQ and VUG share a material portion of their portfolio weight in the same underlying stocks. OverlapCheck labels this "moderate holdings overlap" using house ranges of 70% or more, 30% to under 70%, and under 30%. These descriptive ranges are not industry standards or investment guidance. Holdings overlap does not measure correlation, volatility, geographic or factor exposure, fees, or suitability.

Which stocks do JEPQ and VUG both hold?

The largest shared positions are NVIDIA Corp., Apple, Inc., Microsoft Corp., Alphabet, Inc., Amazon.com, Inc.. The top shared holdings with weights in each fund are shown on this page.

What holdings are different between JEPQ and VUG?

JEPQ has 42 positions not found in VUG, while VUG has 102 positions not found in JEPQ. The largest fund-only positions and their weights are shown on this page.

Related comparisons

→ Check your whole portfolio at once (free, no signup)