JEPQ vs XLV: how much do they overlap?
JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) · Health Care Select Sector SPDR ETF (XLV)
overlap by weight · 10 shared holdings
JEPQ: 92 holdings (as of 2026-03-31) · XLV: 61 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 XLV 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 XLV |
|---|---|---|---|
| Intuitive Surgical, Inc. | ISRG | 0.9% | 2.48% |
| Vertex Pharmaceuticals, Inc. | VRTX | 0.67% | 2.15% |
| Regeneron Pharmaceuticals, Inc. | REGN | 0.6% | 1.14% |
| Amgen, Inc. | AMGN | 0.44% | 3.35% |
| AbbVie, Inc. | ABBV | 0.43% | 7.53% |
| Bristol-Myers Squibb Co. | BMY | 0.25% | 2.02% |
| Thermo Fisher Scientific, Inc. | TMO | 0.18% | 3.32% |
| Dexcom, Inc. | DXCM | 0.17% | 0.48% |
| Gilead Sciences, Inc. | GILD | 0.14% | 2.85% |
| UnitedHealth Group, Inc. | UNH | 0.12% | 6.68% |
FAQ
How much do JEPQ and XLV overlap?
JEPQ and XLV have a 3.9% overlap by weight, sharing 10 holdings (out of 92 in JEPQ and 61 in XLV), based on official issuer holdings as of 2026-03-31.
What does 3.9% overlap mean?
JEPQ and XLV hold mostly different stocks. Combining them genuinely spreads your exposure across different parts of the market.
Which stocks do JEPQ and XLV both hold?
The largest shared positions are Intuitive Surgical, Inc., Vertex Pharmaceuticals, Inc., Regeneron Pharmaceuticals, Inc., Amgen, Inc., AbbVie, Inc.. The full list of top shared holdings with weights in each fund is shown on this page.