JEPI vs IWDA overlap

33% by weight, as of September 24, 2026: moderate overlap. 119 companies appear in both funds; they make up 84% of JEPI and 47% of IWDA.

The largest shared positions are MSFT, AAPL, NVDA, AMZN and META. Ranked by the smaller of the two weights, which is the part you would own twice.

Out of every $100 split evenly between them, about $33 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 0 names only in JEPI, 1,129 only in IWDA. Half in each behaves like 99 equally weighted stocks, against 75 for JEPI alone and 83 for IWDA alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.

IWDA is iShares Core MSCI World UCITS ETF (ISIN IE00B4L5Y983), an Irish-domiciled UCITS fund on the MSCI World index. Next to JEPI, 33% of the money is the same, spread over 119 companies both hold, as of September 24, 2026.

Yes. IWDA also trades as SWDA (London, GBP; Borsa Italiana, EUR) and EUNL (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so JEPI vs EUNL also overlaps 33%.

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.