ETF overlap · Updated August 15, 2026

IVV vs JEPQ: Holdings Overlap

iShares Core S&P 500 ETF (IVV) and JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) share 83 holdings, with roughly 49.4% of their portfolio weight overlapping.

Weight overlap

49.4%

Shared portfolio weight

Shared holdings

83

Securities in both funds

Funds

IVV · JEPQ

Compared side by side

Compare IVV and JEPQ live →

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

All 83 holdings IVV 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 IVVIn JEPQWeight gap
NVDANVIDIA8.12%7.21%0.91%IVV
AAPLApple6.89%6.09%0.80%IVV
MSFTMicrosoft5.56%5.25%0.31%IVV
AMZNAMAZON.COM4.02%4.18%0.16%JEPQ
GOOGALPHABET CL C2.50%4.88%2.38%JEPQ
AVGOBROADCOM3.03%2.36%0.67%IVV
METAMETA PLATFORMS CLASS A1.95%2.51%0.56%JEPQ
MUMICRON TECHNOLOGY1.48%4.17%2.69%JEPQ
TSLATESLA1.38%1.90%0.52%JEPQ
AMDADVANCED MICRO DEVICES1.18%3.13%1.95%JEPQ
WMTWalmart0.73%1.77%1.04%JEPQ
CSCOCISCO SYSTEMS0.72%1.35%0.63%JEPQ
INTCINTEL0.72%1.13%0.41%JEPQ
AMATAPPLIED MATERIALS0.64%0.96%0.32%JEPQ
COSTCOSTCO WHOLESALE0.63%1.18%0.55%JEPQ
PLTRPALANTIR TECHNOLOGIES A0.59%1.18%0.59%JEPQ
LRCXLAM RESEARCH0.58%2.07%1.49%JEPQ
NFLXNETFLIX0.47%1.28%0.81%JEPQ
PANWPALO ALTO NETWORKS0.44%1.35%0.91%JEPQ
ABBVABBVIE0.65%0.41%0.24%IVV
TXNTEXAS INSTRUMENTS0.39%0.80%0.41%JEPQ
LINLINDE0.34%0.69%0.35%JEPQ
AMGNAmgen0.33%0.40%0.07%JEPQ
CRWDCROWDSTRIKE HOLDINGS A0.33%0.90%0.57%JEPQ
MRVLMARVELL TECHNOLOGY0.29%0.98%0.69%JEPQ
ADIANALOG DEVICES0.28%1.08%0.80%JEPQ
PEPPEPSICO0.28%0.68%0.40%JEPQ
SNDKSANDISK0.27%0.49%0.22%JEPQ
STXSEAGATE TECHNOLOGY HOLDINGS0.27%1.64%1.37%JEPQ
ETNEATON0.26%0.37%0.11%JEPQ
NEENEXTERA ENERGY0.26%0.26%≈ even
QCOMQUALCOMM0.26%0.52%0.26%JEPQ
BKNGBOOKING HOLDINGS0.25%0.80%0.55%JEPQ
DEDEERE +0.23%0.27%0.04%JEPQ
MAMASTERCARD A0.68%0.23%0.45%IVV
WDCWESTERN DIGITAL0.22%0.33%0.11%JEPQ
BMYBRISTOL MYERS SQUIBB0.20%0.22%0.02%JEPQ
ISRGINTUITIVE SURGICAL0.20%0.62%0.42%JEPQ
KOCoca-Cola0.50%0.19%0.31%IVV
LOWLOWE S COS0.19%0.23%0.04%JEPQ
ORCLORACLE0.37%0.19%0.18%IVV
VRTXVERTEX PHARMACEUTICALS0.19%0.64%0.45%JEPQ
SBUXSTARBUCKS0.18%0.29%0.11%JEPQ
TMOTHERMO FISHER SCIENTIFIC0.33%0.18%0.15%IVV
NOWSERVICENOW0.19%0.17%0.02%IVV
PLDPROLOGIS0.20%0.17%0.03%IVV
ADBEADOBE0.16%0.31%0.15%JEPQ
SOSOUTHERN0.16%0.25%0.09%JEPQ
KLACKLA0.39%0.15%0.24%IVV
UNHUNITEDHEALTH GROUP0.55%0.15%0.40%IVV
APPAPPLOVIN CLASS A0.14%0.32%0.18%JEPQ
CMCSACOMCAST CLASS A0.14%0.41%0.27%JEPQ
CSX0.14%0.64%0.50%JEPQ
UBERUBER TECHNOLOGIES0.23%0.14%0.09%IVV
INTUINTUIT0.13%0.45%0.32%JEPQ
DASHDOORDASH A0.12%0.25%0.13%JEPQ
DDOGDATADOG CLASS A0.12%0.13%0.01%JEPQ
HONHONEYWELL INTERNATIONAL0.12%0.33%0.21%JEPQ
MARMARRIOTT INTERNATIONAL CL A0.12%0.44%0.32%JEPQ
MDLZMONDELEZ INTERNATIONAL A0.12%0.46%0.34%JEPQ
ORLYO REILLY AUTOMOTIVE0.12%0.46%0.34%JEPQ
REGNREGENERON PHARMACEUTICALS0.12%0.49%0.37%JEPQ
ROSTROSS STORES0.12%0.25%0.13%JEPQ
SNPSSYNOPSYS0.12%0.46%0.34%JEPQ
TMUST MOBILE US0.12%0.57%0.45%JEPQ
GILDGILEAD SCIENCES0.25%0.11%0.14%IVV
ABNBAIRBNB CLASS A0.11%0.10%0.01%IVV
MNSTMONSTER BEVERAGE0.10%0.49%0.39%JEPQ
NXPINXP SEMICONDUCTORS NV0.09%0.46%0.37%JEPQ
TERTERADYNE0.09%0.59%0.50%JEPQ
HONAHONEYWELL AEROSPACE0.08%0.24%0.16%JEPQ
PYPLPAYPAL HOLDINGS0.08%0.11%0.03%JEPQ
XELXCEL ENERGY0.07%0.28%0.21%JEPQ
CEGCONSTELLATION ENERGY0.13%0.06%0.07%IVV
CMGCHIPOTLE MEXICAN GRILL0.06%0.14%0.08%JEPQ
TTWOTAKE TWO INTERACTIVE SOFTWRE0.06%0.28%0.22%JEPQ
UPSUNITED PARCEL SERVICE CL B0.12%0.06%0.06%IVV
DXCMDEXCOM0.05%0.20%0.15%JEPQ
FANGDIAMONDBACK ENERGY0.05%0.30%0.25%JEPQ
WDAYWORKDAY CLASS A0.05%0.09%0.04%JEPQ
CPRTCOPART0.04%0.20%0.16%JEPQ
CPAYCORPAY0.04%0.18%0.14%JEPQ
KHCKRAFT HEINZ0.03%0.10%0.07%JEPQ

1–20 of 83

Sector exposure: IVV 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 IVVIn JEPQ
Technology
38.7%58.9%
Communication Services
9.6%12.8%
Consumer Cyclical
9.5%11.6%
Healthcare
9.0%4.4%
Financial Services
12.0%0.4%
Industrials
8.1%3.5%
Consumer Defensive
4.5%5.9%
Energy
3.1%0.4%
Utilities
2.1%1.0%
Basic Materials
1.7%0.8%
Real Estate
1.8%0.2%

Weights are of each fund’s classified equity holdings.

All holdings in IVV and JEPQ

IVV

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.