etf overlap · little overlap
JEPI vs IWM overlap
JEPI and IWM hold no company in common.
Holdings as of September 24, 2026 · source: J.P. Morgan (JEPI), iShares (IWM)
- same money
- same companies, extra weight
- only in this fund
What only one of them gives you
Where each fund puts its money
JEPI and IWM: what people ask
How much do JEPI and IWM overlap?
0.0% by weight, as of September 24, 2026: little overlap. 0 companies appear in both funds; they make up 0.0% of JEPI and 0.0% of IWM.
Which stocks do JEPI and IWM both hold?
None. JEPI and IWM have no holding in common.
Is it redundant to hold both JEPI and IWM?
Out of every $100 split evenly between them, about $0 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 119 names only in JEPI, 1,975 only in IWM. 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 J.P. Morgan and iShares publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart.
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.