ETF overlap · Updated August 15, 2026

DGRO vs JEPQ: Holdings Overlap

iShares Core Dividend Growth ETF (DGRO) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) share 35 holdings, with roughly 20% of their portfolio weight overlapping.

Weight overlap

20%

Shared portfolio weight

Shared holdings

35

Securities in both funds

Funds

DGRO · JEPQ

Compared side by side

Compare DGRO and JEPQ live →

Interactive charts, sector exposure, combined allocation, and the full overlap heatmap.

All 35 holdings DGRO and JEPQ share

Every holding both funds own, ranked by shared exposure (how much of the position they hold in common). The weight gap shows which fund tilts more heavily into it.

HoldingIn DGROIn JEPQWeight gap
MSFTMicrosoft3.42%5.25%1.83%JEPQ
AAPLApple2.85%6.09%3.24%JEPQ
AVGOBROADCOM2.76%2.36%0.40%DGRO
CSCOCISCO SYSTEMS1.37%1.35%0.02%DGRO
WMTWalmart0.86%1.77%0.91%JEPQ
PEPPEPSICO1.63%0.68%0.95%DGRO
LINLINDE0.61%0.69%0.08%JEPQ
COSTCOSTCO WHOLESALE0.54%1.18%0.64%JEPQ
QCOMQUALCOMM0.61%0.52%0.09%DGRO
MDLZMONDELEZ INTERNATIONAL A0.56%0.46%0.10%DGRO
ADIANALOG DEVICES0.44%1.08%0.64%JEPQ
ABBVABBVIE2.85%0.41%2.44%DGRO
AMGNAmgen1.36%0.40%0.96%DGRO
AMATAPPLIED MATERIALS0.39%0.96%0.57%JEPQ
ETNEATON0.40%0.37%0.03%DGRO
HONHONEYWELL INTERNATIONAL0.37%0.33%0.04%DGRO
INTUINTUIT0.29%0.45%0.16%JEPQ
XELXCEL ENERGY0.31%0.28%0.03%DGRO
DEDEERE +0.37%0.27%0.10%DGRO
LRCXLAM RESEARCH0.26%2.07%1.81%JEPQ
NEENEXTERA ENERGY1.11%0.26%0.85%DGRO
SOSOUTHERN0.74%0.25%0.49%DGRO
CSX0.24%0.64%0.40%JEPQ
HONAHONEYWELL AEROSPACE0.25%0.24%0.01%DGRO
LOWLOWE S COS0.61%0.23%0.38%DGRO
MAMASTERCARD A0.69%0.23%0.46%DGRO
KOCoca-Cola1.92%0.19%1.73%DGRO
ORCLORACLE0.50%0.19%0.31%DGRO
TMOTHERMO FISHER SCIENTIFIC0.19%0.18%0.01%DGRO
FANGDIAMONDBACK ENERGY0.16%0.30%0.14%JEPQ
NXPINXP SEMICONDUCTORS NV0.16%0.46%0.30%JEPQ
KLACKLA0.24%0.15%0.09%DGRO
UNHUNITEDHEALTH GROUP1.70%0.15%1.55%DGRO
ROSTROSS STORES0.13%0.25%0.12%JEPQ
GILDGILEAD SCIENCES0.89%0.11%0.78%DGRO

1–20 of 35

Sector exposure: DGRO vs JEPQ

How each fund's equity holdings break down by sector, side by side — the clearest read on where the two funds tilt differently.

SectorIn DGROIn JEPQ
Technology
17.9%58.9%
Healthcare
17.7%4.4%
Financial Services
21.1%0.4%
Consumer Cyclical
6.3%11.6%
Consumer Defensive
11.6%5.9%
Industrials
11.1%3.5%
Communication Services
0.1%12.8%
Utilities
6.6%1.0%
Energy
5.1%0.4%
Basic Materials
2.4%0.8%
Real Estate
0.0%0.2%

Weights are of each fund’s classified equity holdings.

All holdings in DGRO and JEPQ

DGRO

JEPQ


What does ETF overlap mean?

Two ETFs overlap when they hold the same underlying securities. Holding both funds can leave you more concentrated than you think — you may own the same large companies twice, at a combined weight neither fund shows on its own. The weight overlap above is the share of portfolio weight the two funds hold in common: for every security both own, it counts only the smaller of the two weights (the slice you genuinely double up on). 0% means completely different books; 100% means effectively identical funds.

Related comparisons

Data reflects the latest holdings we have for each fund as of August 15, 2026. Holdings change over time. For information only — not investment advice.