ETF overlap · Updated August 15, 2026

JEPQ vs SCHG: Holdings Overlap

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and Schwab U.S. Large-Cap Growth ETF (SCHG) share 43 holdings, with roughly 47.8% of their portfolio weight overlapping.

Weight overlap

47.8%

Shared portfolio weight

Shared holdings

43

Securities in both funds

Funds

JEPQ · SCHG

Compared side by side

Compare JEPQ and SCHG live →

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

All 43 holdings JEPQ and SCHG 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 SCHGWeight gap
NVDANVIDIA7.21%10.78%3.57%SCHG
AAPLApple6.09%9.15%3.06%SCHG
MSFTMicrosoft5.25%7.38%2.13%SCHG
AMZNAMAZON.COM4.18%5.34%1.16%SCHG
GOOGALPHABET CL C4.88%3.32%1.56%JEPQ
METAMETA PLATFORMS CLASS A2.51%2.59%0.08%SCHG
AMDADVANCED MICRO DEVICES3.13%2.42%0.71%JEPQ
AVGOBROADCOM2.36%4.03%1.67%SCHG
TSLATESLA1.90%2.11%0.21%SCHG
NFLXNETFLIX1.28%1.20%0.08%JEPQ
COSTCOSTCO WHOLESALE1.18%1.61%0.43%SCHG
PLTRPALANTIR TECHNOLOGIES A1.18%1.52%0.34%SCHG
PANWPALO ALTO NETWORKS1.35%1.13%0.22%JEPQ
CRWDCROWDSTRIKE HOLDINGS A0.90%0.84%0.06%JEPQ
LINLINDE0.69%0.87%0.18%SCHG
BKNGBOOKING HOLDINGS0.80%0.64%0.16%JEPQ
ISRGINTUITIVE SURGICAL0.62%0.51%0.11%JEPQ
VRTXVERTEX PHARMACEUTICALS0.64%0.48%0.16%JEPQ
INTUINTUIT0.45%0.35%0.10%JEPQ
APPAPPLOVIN CLASS A0.32%0.36%0.04%SCHG
TMUST MOBILE US0.57%0.32%0.25%JEPQ
ADBEADOBE0.31%0.41%0.10%SCHG
SNPSSYNOPSYS0.46%0.31%0.15%JEPQ
MARMARRIOTT INTERNATIONAL CL A0.44%0.30%0.14%JEPQ
ORLYO REILLY AUTOMOTIVE0.46%0.30%0.16%JEPQ
REGNREGENERON PHARMACEUTICALS0.49%0.30%0.19%JEPQ
DASHDOORDASH A0.25%0.31%0.06%SCHG
MAMASTERCARD A0.23%1.74%1.51%SCHG
TMOTHERMO FISHER SCIENTIFIC0.18%0.85%0.67%SCHG
NOWSERVICENOW0.17%0.49%0.32%SCHG
TTWOTAKE TWO INTERACTIVE SOFTWRE0.28%0.17%0.11%JEPQ
KLACKLA0.15%0.99%0.84%SCHG
UNHUNITEDHEALTH GROUP0.15%1.42%1.27%SCHG
UBERUBER TECHNOLOGIES0.14%0.59%0.45%SCHG
DDOGDATADOG CLASS A0.13%0.30%0.17%SCHG
DXCMDEXCOM0.20%0.13%0.07%JEPQ
ALNYAlnylam Pharmaceuticals0.15%0.11%0.04%JEPQ
ABNBAIRBNB CLASS A0.10%0.29%0.19%SCHG
WDAYWORKDAY CLASS A0.09%0.14%0.05%SCHG
ALABAstera Labs0.06%0.17%0.11%SCHG
CEGCONSTELLATION ENERGY0.06%0.33%0.27%SCHG
HUBSHubSpot0.07%0.04%0.03%JEPQ
MSTRMicroStrategy Class A0.04%0.13%0.09%SCHG

1–20 of 43

Sector exposure: JEPQ vs SCHG

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 SCHG
Technology
58.9%46.9%
Communication Services
12.8%13.2%
Consumer Cyclical
11.6%10.8%
Healthcare
4.4%9.5%
Industrials
3.5%6.8%
Financial Services
0.4%7.7%
Consumer Defensive
5.9%1.8%
Basic Materials
0.8%1.5%
Utilities
1.0%0.4%
Energy
0.4%0.8%
Real Estate
0.2%0.5%

Weights are of each fund’s classified equity holdings.

All holdings in JEPQ and SCHG

JEPQ

SCHG


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.