etf overlap · light overlap
ARKK vs JEPQ overlap
19% of ARKK and JEPQ is the same money, spread over 11 companies both funds hold.
Holdings as of September 25, 2026 · source: ARK Invest (ARKK), J.P. Morgan (JEPQ) · How we measured all 1,035 pairs
- same money
- same companies, extra weight
- only in this fund
The companies you would own twice
SHOPSHOPIFY INC - CLASS A3.08%0.59%What only one of them gives you
Where each fund puts its money
ARKK and JEPQ: what people ask
How much do ARKK and JEPQ overlap?
19% by weight, as of September 25, 2026: light overlap. 11 companies appear in both funds; they make up 35% of ARKK and 30% of JEPQ.
Which stocks do ARKK and JEPQ both hold?
The largest shared positions are AMD, META, NVDA, AMZN and TSLA. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both ARKK and JEPQ?
Out of every $100 split evenly between them, about $19 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 34 names only in ARKK, 83 only in JEPQ. Half in each behaves like 42 equally weighted stocks, against 27 for ARKK alone and 27 for JEPQ alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files ARK Invest and J.P. Morgan publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.