ETF overlap · Updated August 15, 2026

JEPQ vs SCHX: Holdings Overlap

JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) and Schwab U.S. Large-Cap ETF (SCHX) share 87 holdings, with roughly 48.1% of their portfolio weight overlapping.

Weight overlap

48.1%

Shared portfolio weight

Shared holdings

87

Securities in both funds

Funds

JEPQ · SCHX

Compared side by side

Compare JEPQ and SCHX live →

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

All 87 holdings JEPQ and SCHX 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 SCHXWeight gap
NVDANVIDIA7.21%7.61%0.40%SCHX
AAPLApple6.09%6.58%0.49%SCHX
MSFTMicrosoft5.25%5.32%0.07%SCHX
AMZNAMAZON.COM4.18%3.82%0.36%JEPQ
GOOGALPHABET CL C4.88%2.42%2.46%JEPQ
AVGOBROADCOM2.36%2.86%0.50%SCHX
METAMETA PLATFORMS CLASS A2.51%1.86%0.65%JEPQ
MUMICRON TECHNOLOGY4.17%1.43%2.74%JEPQ
TSLATESLA1.90%1.29%0.61%JEPQ
AMDADVANCED MICRO DEVICES3.13%1.14%1.99%JEPQ
WMTWalmart1.77%0.70%1.07%JEPQ
CSCOCISCO SYSTEMS1.35%0.69%0.66%JEPQ
INTCINTEL1.13%0.68%0.45%JEPQ
AMATAPPLIED MATERIALS0.96%0.60%0.36%JEPQ
COSTCOSTCO WHOLESALE1.18%0.60%0.58%JEPQ
LRCXLAM RESEARCH2.07%0.55%1.52%JEPQ
PLTRPALANTIR TECHNOLOGIES A1.18%0.51%0.67%JEPQ
NFLXNETFLIX1.28%0.44%0.84%JEPQ
PANWPALO ALTO NETWORKS1.35%0.42%0.93%JEPQ
ABBVABBVIE0.41%0.62%0.21%SCHX
TXNTEXAS INSTRUMENTS0.80%0.36%0.44%JEPQ
LINLINDE0.69%0.33%0.36%JEPQ
AMGNAmgen0.40%0.31%0.09%JEPQ
CRWDCROWDSTRIKE HOLDINGS A0.90%0.30%0.60%JEPQ
PEPPEPSICO0.68%0.27%0.41%JEPQ
STXSEAGATE TECHNOLOGY HOLDINGS1.64%0.27%1.37%JEPQ
ADIANALOG DEVICES1.08%0.26%0.82%JEPQ
MRVLMARVELL TECHNOLOGY0.98%0.26%0.72%JEPQ
ETNEATON0.37%0.25%0.12%JEPQ
NEENEXTERA ENERGY0.26%0.25%0.01%JEPQ
QCOMQUALCOMM0.52%0.24%0.28%JEPQ
BKNGBOOKING HOLDINGS0.80%0.23%0.57%JEPQ
MAMASTERCARD A0.23%0.67%0.44%SCHX
DEDEERE +0.27%0.22%0.05%JEPQ
WDCWESTERN DIGITAL0.33%0.22%0.11%JEPQ
BMYBRISTOL MYERS SQUIBB0.22%0.19%0.03%JEPQ
ISRGINTUITIVE SURGICAL0.62%0.19%0.43%JEPQ
KOCoca-Cola0.19%0.48%0.29%SCHX
ORCLORACLE0.19%0.35%0.16%SCHX
LOWLOWE S COS0.23%0.18%0.05%JEPQ
TMOTHERMO FISHER SCIENTIFIC0.18%0.31%0.13%SCHX
VRTXVERTEX PHARMACEUTICALS0.64%0.18%0.46%JEPQ
NOWSERVICENOW0.17%0.17%≈ even
PLDPROLOGIS0.17%0.19%0.02%SCHX
SBUXSTARBUCKS0.29%0.17%0.12%JEPQ
ADBEADOBE0.31%0.15%0.16%JEPQ
KLACKLA0.15%0.36%0.21%SCHX
SOSOUTHERN0.25%0.15%0.10%JEPQ
UNHUNITEDHEALTH GROUP0.15%0.53%0.38%SCHX
CSX0.64%0.14%0.50%JEPQ
UBERUBER TECHNOLOGIES0.14%0.21%0.07%SCHX
APPAPPLOVIN CLASS A0.32%0.13%0.19%JEPQ
CMCSACOMCAST CLASS A0.41%0.13%0.28%JEPQ
INTUINTUIT0.45%0.13%0.32%JEPQ
DASHDOORDASH A0.25%0.12%0.13%JEPQ
MDLZMONDELEZ INTERNATIONAL A0.46%0.12%0.34%JEPQ
ROSTROSS STORES0.25%0.12%0.13%JEPQ
TMUST MOBILE US0.57%0.12%0.45%JEPQ
DDOGDATADOG CLASS A0.13%0.11%0.02%JEPQ
GILDGILEAD SCIENCES0.11%0.23%0.12%SCHX
HONHONEYWELL INTERNATIONAL0.33%0.11%0.22%JEPQ
MARMARRIOTT INTERNATIONAL CL A0.44%0.11%0.33%JEPQ
ORLYO REILLY AUTOMOTIVE0.46%0.11%0.35%JEPQ
REGNREGENERON PHARMACEUTICALS0.49%0.11%0.38%JEPQ
SNPSSYNOPSYS0.46%0.11%0.35%JEPQ
MNSTMONSTER BEVERAGE0.49%0.10%0.39%JEPQ
SPCXSpace Exploration Technologies Class A0.78%0.10%0.68%JEPQ
ABNBAIRBNB CLASS A0.10%0.09%0.01%JEPQ
TERTERADYNE0.59%0.09%0.50%JEPQ
NXPINXP SEMICONDUCTORS NV0.46%0.08%0.38%JEPQ
PYPLPAYPAL HOLDINGS0.11%0.08%0.03%JEPQ
HONAHONEYWELL AEROSPACE0.24%0.07%0.17%JEPQ
XELXCEL ENERGY0.28%0.07%0.21%JEPQ
ALABAstera Labs0.06%0.06%≈ even
CEGCONSTELLATION ENERGY0.06%0.12%0.06%SCHX
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%0.11%0.05%SCHX
DXCMDEXCOM0.20%0.05%0.15%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
MSTRMicroStrategy Class A0.04%0.05%0.01%SCHX
CPAYCORPAY0.18%0.04%0.14%JEPQ
KHCKRAFT HEINZ0.10%0.03%0.07%JEPQ
HUBSHubSpot0.07%0.01%0.06%JEPQ

1–20 of 87

Sector exposure: JEPQ vs SCHX

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 SCHX
Technology
58.9%37.5%
Communication Services
12.8%9.4%
Consumer Cyclical
11.6%9.4%
Healthcare
4.4%9.1%
Industrials
3.5%9.1%
Financial Services
0.4%12.1%
Consumer Defensive
5.9%4.4%
Energy
0.4%3.3%
Utilities
1.0%2.0%
Basic Materials
0.8%1.7%
Real Estate
0.2%2.0%

Weights are of each fund’s classified equity holdings.

All holdings in JEPQ and SCHX

JEPQ

SCHX


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.