Compare & Overlap
JEPI vs JEPQ
Two funds can look different and hold the same stocks. We line them up on cost and composition, then compute how much of their holdings by weight the two share.
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Head-to-head
THE VERDICT
JEPI and JEPQ share 26% of their holdings by weight; they hold different types of stocks. The sections below show where the two baskets differ and what each costs.
Holdings overlap · Σ min(weight in JEPI, weight in JEPQ)
Portfolio overlap
26%overlap
Shared holdings44
Total unique names168
In one, not the other124
Top shared holdings · weight in JEPI / JEPQ
Which 44 names both funds hold, at what weight, and which positions each fund weights more heavily, is on a paid plan.Premium · $119/yr · 7-day trial · cancel anytimeUnlock the shared names →
Heavier in JEPI · Heavier in JEPQ
Where each fund leans is withheld with the shared names above, on the same plan.
Portfolio look-through · “am I secretly all-in on one stock?”
Your holdings:
Overlap computed Oct 19, 2026 from each fund's published holdings via the weighted-minimum method. Bond and fund-of-funds holdings are excluded from look-through where disaggregation is unreliable. Decision-support, not a recommendation · Not investment advice.