ETF overlap · Updated September 27, 2026

JEPI vs VYM: Holdings Overlap

JPMorgan Equity Premium Income ETF (JEPI) and Vanguard High Dividend Yield ETF (VYM) share 56 holdings, with roughly 25.2% of their portfolio weight overlapping.

Weight overlap

25.2%

Shared portfolio weight

Shared holdings

56

Securities in both funds

Funds

JEPI · VYM

Compared side by side

Compare JEPI and VYM live →

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

All 56 holdings JEPI and VYM 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 VYMWeight gap
JNJJOHNSON + JOHNSON1.81%2.57%0.76%VYM
ABBVABBVIE1.70%1.82%0.12%VYM
AVGOBROADCOM1.61%6.92%5.31%VYM
PMPHILIP MORRIS INTERNATIONAL1.38%1.17%0.21%JEPI
RTX1.23%1.13%0.10%JEPI
CCITIGROUP1.21%0.90%0.31%JEPI
DISWALT DISNEY0.98%0.77%0.21%JEPI
PEPPEPSICO1.18%0.77%0.41%JEPI
PGPROCTER + GAMBLE0.70%1.36%0.66%VYM
NEENEXTERA ENERGY1.66%0.69%0.97%JEPI
COPCONOCOPHILLIPS0.67%0.65%0.02%JEPI
TAT+T0.65%0.70%0.05%VYM
ETNEATON1.48%0.63%0.85%JEPI
MCDMcDonald's0.57%0.75%0.18%VYM
BMYBRISTOL MYERS SQUIBB0.66%0.55%0.11%JEPI
MRKMerck &0.51%1.47%0.96%VYM
PGRPROGRESSIVE0.95%0.51%0.44%JEPI
CBCHUBB LTD0.80%0.48%0.32%JEPI
ACNACCENTURE CL A0.55%0.47%0.08%JEPI
MDTMEDTRONIC0.55%0.47%0.08%JEPI
LOWLOWE S COS1.47%0.46%1.01%JEPI
SOSOUTHERN0.69%0.40%0.29%JEPI
VZVerizon Communications0.40%0.84%0.44%VYM
MMM3M1.70%0.36%1.34%JEPI
TMUST MOBILE US0.61%0.35%0.26%JEPI
EMREMERSON ELECTRIC0.90%0.34%0.56%JEPI
XOMEXXONMOBIL HOLDINGS0.33%2.69%2.36%VYM
MDLZMONDELEZ INTERNATIONAL A1.28%0.32%0.96%JEPI
CMICUMMINS0.37%0.31%0.06%JEPI
EOGEOG RESOURCES1.58%0.31%1.27%JEPI
UNHUNITEDHEALTH GROUP0.31%1.41%1.10%VYM
ADIANALOG DEVICES0.30%0.71%0.41%VYM
UNPUNION PACIFIC0.30%0.72%0.42%VYM
USBUS BANCORP0.30%0.39%0.09%VYM
FDXFedEx0.44%0.29%0.15%JEPI
GDGENERAL DYNAMICS0.27%0.38%0.11%VYM
TXNTEXAS INSTRUMENTS0.25%0.95%0.70%VYM
NXPINXP SEMICONDUCTORS NV0.36%0.23%0.13%JEPI
MOALTRIA GROUP0.22%0.46%0.24%VYM
BKRBAKER HUGHES0.21%0.25%0.04%VYM
SRESEMPRA0.96%0.21%0.75%JEPI
ETRENTERGY0.93%0.20%0.73%JEPI
BACBANK OF AMERICA0.19%1.65%1.46%VYM
CVSCVS HEALTH0.18%0.48%0.30%VYM
HUMHUMANA0.23%0.18%0.05%JEPI
ORCLORACLE0.18%1.03%0.85%VYM
KDPKEURIG DR PEPPER0.36%0.17%0.19%JEPI
YUMYUM BRANDS0.74%0.17%0.57%JEPI
KMBKIMBERLY CLARK0.21%0.14%0.07%JEPI
AWKAMERICAN WATER WORKS0.14%0.11%0.03%JEPI
UPSUNITED PARCEL SERVICE CL B0.11%0.31%0.20%VYM
HPEHEWLETT PACKARD ENTERPRISE0.10%0.28%0.18%VYM
CMSCMS ENERGY0.07%0.08%0.01%VYM
LINLINDE0.07%0.91%0.84%VYM
BBYBEST BUY0.06%0.06%≈ even
FDXFFedex Freight Holding0.07%0.06%0.01%JEPI

1–20 of 56

Sector exposure: JEPI vs VYM

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 VYM
Technology
19.5%17.0%
Financial Services
11.2%21.7%
Healthcare
13.6%13.6%
Industrials
14.4%11.6%
Consumer Defensive
9.2%8.1%
Consumer Cyclical
10.9%6.3%
Energy
3.3%10.0%
Communication Services
8.5%3.4%
Utilities
5.3%5.1%
Basic Materials
1.6%3.3%
Real Estate
2.4%0.0%

Weights are of each fund’s classified equity holdings.

All holdings in JEPI and VYM

JEPI

VYM


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.