etf overlap · moderate overlap
JEPI vs VYM overlap
25% of JEPI and VYM is the same money, spread over 56 companies both funds hold.
Holdings as of August 31, 2026 · source: J.P. Morgan (JEPI), Vanguard (VYM)
- same money
- same companies, extra weight
- only in this fund
The companies you would own twice
What only one of them gives you
Where each fund puts its money
JEPI and VYM: what people ask
How much do JEPI and VYM overlap?
25% by weight, as of August 31, 2026: moderate overlap. 56 companies appear in both funds; they make up 37% of JEPI and 43% of VYM.
Which stocks do JEPI and VYM both hold?
The largest shared positions are JNJ, ABBV, AVGO, PM and RTX. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both JEPI and VYM?
Out of every $100 split evenly between them, about $25 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 63 names only in JEPI, 547 only in VYM. 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 Vanguard 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.