Compare & Overlap
JEPI vs SCHD
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 SCHD share 8% 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 SCHD)
Portfolio overlap
8%overlap
Shared holdings15
Total unique names202
In one, not the other187
Top shared holdings · weight in JEPI / SCHD
Which 15 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 SCHD
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.