etf overlap · little overlap
JEPI vs IWM overlap
JEPI and IWM hold no company in common. Still, 69% of their money sits in the same sectors, led by Information Technology.
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
No stock in common, 69% in the same sectors
JEPI and IWM: what people ask
How much do JEPI and IWM overlap?
None by holdings, as of September 24, 2026: no company appears in both funds. By sector, 69% of their money sits in the same sectors, led by Information Technology.
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?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,094 different holdings that behave like 275 equally weighted stocks, against 75 for JEPI alone and 842 for IWM 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.