ETF overlap · Updated August 15, 2026

JEPQ vs SCHB: Holdings Overlap

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and Schwab U.S. Broad Market ETF (SCHB) share 88 holdings, with roughly 46.5% of their portfolio weight overlapping.

Weight overlap

46.5%

Shared portfolio weight

Shared holdings

88

Securities in both funds

Funds

JEPQ · SCHB

Compared side by side

Compare JEPQ and SCHB live →

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

All 88 holdings JEPQ and SCHB 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 JEPQIn SCHBWeight gap
NVDANVIDIA7.21%7.03%0.18%JEPQ
AAPLApple6.09%6.04%0.05%JEPQ
MSFTMicrosoft5.25%5.02%0.23%JEPQ
AMZNAMAZON.COM4.18%3.63%0.55%JEPQ
AVGOBROADCOM2.36%2.67%0.31%SCHB
GOOGALPHABET CL C4.88%2.25%2.63%JEPQ
METAMETA PLATFORMS CLASS A2.51%1.74%0.77%JEPQ
MUMICRON TECHNOLOGY4.17%1.30%2.87%JEPQ
TSLATESLA1.90%1.24%0.66%JEPQ
AMDADVANCED MICRO DEVICES3.13%1.02%2.11%JEPQ
WMTWalmart1.77%0.66%1.11%JEPQ
CSCOCISCO SYSTEMS1.35%0.65%0.70%JEPQ
INTCINTEL1.13%0.62%0.51%JEPQ
COSTCOSTCO WHOLESALE1.18%0.56%0.62%JEPQ
AMATAPPLIED MATERIALS0.96%0.55%0.41%JEPQ
PLTRPALANTIR TECHNOLOGIES A1.18%0.54%0.64%JEPQ
LRCXLAM RESEARCH2.07%0.51%1.56%JEPQ
NFLXNETFLIX1.28%0.43%0.85%JEPQ
PANWPALO ALTO NETWORKS1.35%0.42%0.93%JEPQ
ABBVABBVIE0.41%0.58%0.17%SCHB
TXNTEXAS INSTRUMENTS0.80%0.34%0.46%JEPQ
CRWDCROWDSTRIKE HOLDINGS A0.90%0.31%0.59%JEPQ
AMGNAmgen0.40%0.30%0.10%JEPQ
LINLINDE0.69%0.30%0.39%JEPQ
ADIANALOG DEVICES1.08%0.25%0.83%JEPQ
PEPPEPSICO0.68%0.25%0.43%JEPQ
MRVLMARVELL TECHNOLOGY0.98%0.24%0.74%JEPQ
NEENEXTERA ENERGY0.26%0.24%0.02%JEPQ
SNDKSANDISK0.49%0.24%0.25%JEPQ
STXSEAGATE TECHNOLOGY HOLDINGS1.64%0.24%1.40%JEPQ
ETNEATON0.37%0.23%0.14%JEPQ
MAMASTERCARD A0.23%0.61%0.38%SCHB
QCOMQUALCOMM0.52%0.23%0.29%JEPQ
BKNGBOOKING HOLDINGS0.80%0.22%0.58%JEPQ
DEDEERE +0.27%0.20%0.07%JEPQ
WDCWESTERN DIGITAL0.33%0.20%0.13%JEPQ
ISRGINTUITIVE SURGICAL0.62%0.19%0.43%JEPQ
KOCoca-Cola0.19%0.45%0.26%SCHB
ORCLORACLE0.19%0.34%0.15%SCHB
BMYBRISTOL MYERS SQUIBB0.22%0.18%0.04%JEPQ
TMOTHERMO FISHER SCIENTIFIC0.18%0.30%0.12%SCHB
VRTXVERTEX PHARMACEUTICALS0.64%0.18%0.46%JEPQ
NOWSERVICENOW0.17%0.18%0.01%SCHB
PLDPROLOGIS0.17%0.18%0.01%SCHB
LOWLOWE S COS0.23%0.16%0.07%JEPQ
SBUXSTARBUCKS0.29%0.16%0.13%JEPQ
ADBEADOBE0.31%0.15%0.16%JEPQ
KLACKLA0.15%0.34%0.19%SCHB
UNHUNITEDHEALTH GROUP0.15%0.50%0.35%SCHB
SOSOUTHERN0.25%0.14%0.11%JEPQ
UBERUBER TECHNOLOGIES0.14%0.21%0.07%SCHB
APPAPPLOVIN CLASS A0.32%0.12%0.20%JEPQ
CMCSACOMCAST CLASS A0.41%0.12%0.29%JEPQ
CSX0.64%0.12%0.52%JEPQ
DDOGDATADOG CLASS A0.13%0.12%0.01%JEPQ
INTUINTUIT0.45%0.12%0.33%JEPQ
DASHDOORDASH A0.25%0.11%0.14%JEPQ
GILDGILEAD SCIENCES0.11%0.22%0.11%SCHB
MDLZMONDELEZ INTERNATIONAL A0.46%0.11%0.35%JEPQ
REGNREGENERON PHARMACEUTICALS0.49%0.11%0.38%JEPQ
ROSTROSS STORES0.25%0.11%0.14%JEPQ
SNPSSYNOPSYS0.46%0.11%0.35%JEPQ
SPCXSpace Exploration Technologies Class A0.78%0.11%0.67%JEPQ
TMUST MOBILE US0.57%0.11%0.46%JEPQ
ABNBAIRBNB CLASS A0.10%0.10%≈ even
HONHONEYWELL INTERNATIONAL0.33%0.10%0.23%JEPQ
MARMARRIOTT INTERNATIONAL CL A0.44%0.10%0.34%JEPQ
ORLYO REILLY AUTOMOTIVE0.46%0.10%0.36%JEPQ
MNSTMONSTER BEVERAGE0.49%0.09%0.40%JEPQ
NXPINXP SEMICONDUCTORS NV0.46%0.08%0.38%JEPQ
TERTERADYNE0.59%0.08%0.51%JEPQ
HONAHONEYWELL AEROSPACE0.24%0.07%0.17%JEPQ
PYPLPAYPAL HOLDINGS0.11%0.07%0.04%JEPQ
ALABAstera Labs0.06%0.06%≈ even
CEGCONSTELLATION ENERGY0.06%0.12%0.06%SCHB
CMGCHIPOTLE MEXICAN GRILL0.14%0.06%0.08%JEPQ
TTWOTAKE TWO INTERACTIVE SOFTWRE0.28%0.06%0.22%JEPQ
UPSUNITED PARCEL SERVICE CL B0.06%0.10%0.04%SCHB
XELXCEL ENERGY0.28%0.06%0.22%JEPQ
FANGDIAMONDBACK ENERGY0.30%0.05%0.25%JEPQ
WDAYWORKDAY CLASS A0.09%0.05%0.04%JEPQ
ALNYAlnylam Pharmaceuticals0.15%0.04%0.11%JEPQ
CPRTCOPART0.20%0.04%0.16%JEPQ
DXCMDEXCOM0.20%0.04%0.16%JEPQ
MSTRMicroStrategy Class A0.04%0.04%≈ even
CPAYCORPAY0.18%0.04%0.14%JEPQ
KHCKRAFT HEINZ0.10%0.03%0.07%JEPQ
HUBSHubSpot0.07%0.02%0.05%JEPQ

1–20 of 88

Sector exposure: JEPQ vs SCHB

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

SectorIn JEPQIn SCHB
Technology
58.9%36.6%
Communication Services
12.8%9.1%
Consumer Cyclical
11.6%9.5%
Healthcare
4.4%9.5%
Industrials
3.5%9.3%
Financial Services
0.4%12.2%
Consumer Defensive
5.9%4.3%
Energy
0.4%3.5%
Utilities
1.0%2.0%
Basic Materials
0.8%1.9%
Real Estate
0.2%2.2%

Weights are of each fund’s classified equity holdings.

All holdings in JEPQ and SCHB

JEPQ

SCHB


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.