ETF overlap · Updated September 27, 2026

JEPI vs VUG: Holdings Overlap

JPMorgan Equity Premium Income ETF (JEPI) and Vanguard Morningstar Growth ETF (VUG) share 46 holdings, with roughly 28.5% of their portfolio weight overlapping.

Weight overlap

28.5%

Shared portfolio weight

Shared holdings

46

Securities in both funds

Funds

JEPI · VUG

Compared side by side

Compare JEPI and VUG live →

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

All 46 holdings JEPI and VUG 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 JEPIIn VUGWeight gap
MSFTMicrosoft1.94%10.11%8.17%VUG
AAPLApple1.93%12.48%10.55%VUG
METAMETA PLATFORMS CLASS A1.91%3.38%1.47%VUG
AMZNAMAZON.COM1.87%4.76%2.89%VUG
NVDANVIDIA1.87%13.61%11.74%VUG
GOOGLAlphabet1.77%5.34%3.57%VUG
AVGOBROADCOM1.61%4.10%2.49%VUG
VVisa1.49%1.66%0.17%VUG
MAMASTERCARD A1.78%1.27%0.51%JEPI
AMDADVANCED MICRO DEVICES1.14%2.07%0.93%VUG
COSTCOSTCO WHOLESALE1.21%1.14%0.07%JEPI
LRCXLAM RESEARCH1.49%1.02%0.47%JEPI
LLYELI LILLY +0.98%2.64%1.66%VUG
NFLXNETFLIX0.85%0.93%0.08%VUG
APHAMPHENOL CL A0.53%0.54%0.01%VUG
MCDMcDonald's0.57%0.52%0.05%JEPI
TSLATESLA0.43%2.79%2.36%VUG
INTCINTEL0.40%0.52%0.12%VUG
VRTXVERTEX PHARMACEUTICALS1.10%0.39%0.71%JEPI
ISRGINTUITIVE SURGICAL0.67%0.37%0.30%JEPI
STXSEAGATE TECHNOLOGY HOLDINGS0.33%0.51%0.18%VUG
FTNTFORTINET0.34%0.31%0.03%JEPI
EQIXEQUINIX0.94%0.29%0.65%JEPI
TJXTJX Cos0.29%0.41%0.12%VUG
HWMHOWMET AEROSPACE1.28%0.28%1.00%JEPI
VRTVERTIV HOLDINGS A1.06%0.28%0.78%JEPI
CDNSCADENCE DESIGN SYS0.45%0.27%0.18%JEPI
PLTRPALANTIR TECHNOLOGIES A0.27%1.11%0.84%VUG
DASHDOORDASH A0.56%0.25%0.31%JEPI
TXNTEXAS INSTRUMENTS0.25%0.33%0.08%VUG
ECLECOLAB1.06%0.21%0.85%JEPI
WELLWELLTOWER0.19%0.47%0.28%VUG
HLTHILTON WORLDWIDE HOLDINGS IN0.18%0.21%0.03%VUG
ORCLORACLE0.18%0.70%0.52%VUG
ADSKAUTODESK0.34%0.17%0.17%JEPI
GLWCORNING0.20%0.17%0.03%JEPI
SYKSTRYKER0.67%0.17%0.50%JEPI
AZOAUTOZONE0.37%0.15%0.22%JEPI
CMGCHIPOTLE MEXICAN GRILL0.92%0.15%0.77%JEPI
WDCWESTERN DIGITAL0.15%0.43%0.28%VUG
TDGTRANSDIGM GROUP0.13%0.19%0.06%VUG
YUMYUM BRANDS0.74%0.13%0.61%JEPI
MARMARRIOTT INTERNATIONAL CL A0.12%0.21%0.09%VUG
VMCVULCAN MATERIALS0.19%0.11%0.08%JEPI
BURLBurlington Stores0.35%0.04%0.31%JEPI
MNSTMONSTER BEVERAGE0.04%0.19%0.15%VUG

1–20 of 46

Sector exposure: JEPI vs VUG

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

SectorIn JEPIIn VUG
Technology
19.5%57.7%
Communication Services
8.5%14.5%
Consumer Cyclical
10.9%11.3%
Industrials
14.4%4.5%
Healthcare
13.6%4.6%
Financial Services
11.2%4.2%
Consumer Defensive
9.2%1.3%
Utilities
5.3%0.0%
Energy
3.3%0.3%
Real Estate
2.4%1.0%
Basic Materials
1.6%0.5%

Weights are of each fund’s classified equity holdings.

All holdings in JEPI and VUG

JEPI

VUG


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 September 27, 2026. Holdings change over time. For information only — not investment advice.