etf overlap tool · little overlap
JEPI vs EFA overlap
JEPI and EFA hold no company in common. Still, 72% of their money sits in the same sectors, led by Industrials; they part most on Financials: 26% of EFA against 11% of JEPI.
Holdings as of October 16, 2026 · source: J.P. Morgan (JEPI), iShares (EFA) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold JEPI and EFA with other funds or stocks? The free portfolio optimizer opens JEPI and EFA beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
What only one of them gives you
No stock in common, 72% in the same sectors
JEPI and EFA: what people ask
How much do JEPI and EFA overlap?
None by holdings, as of October 16, 2026: no company appears in both funds. By sector, 72% of their money sits in the same sectors, led by Industrials.
Which stocks do JEPI and EFA both hold?
None. JEPI and EFA have no holding in common.
Is it redundant to hold both JEPI and EFA?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 774 different holdings that behave like 216 equally weighted stocks, against 75 for JEPI alone and 194 for EFA alone. Whether that mix suits you depends on what you want to own; 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 J.P. Morgan and iShares 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.