IVW vs JEPI Overlap

IVW is a U.S. growth equity ETF from IShares, while JEPI is an equity ETF from J.P. Morgan. IVW and JEPI show meaningful overlap, with an estimated weighted overlap of 23.43%. They share 41 holdings in the loaded dataset, led by NVDA, GOOGL, and AMZN.

23.4% overlap
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41Shared Holdings
OK
Moderate Overlap

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Quick Answer

IVW is a U.S. growth equity ETF from IShares, while JEPI is an equity ETF from J.P. Morgan. IVW and JEPI show meaningful overlap, with an estimated weighted overlap of 23.43%. They share 41 holdings in the loaded dataset, led by NVDA, GOOGL, and AMZN.

  • 23.43% weighted overlap across 41 shared holdings.
  • The top three shared holdings explain 18.42% of the measured overlap.
  • IVW is the broader fund, while JEPI is more targeted.
  • The overlap is mostly explained by the top shared positions rather than sector labels alone.
  • Holding both may add less diversification than the fund names imply.

Data Freshness

IVW holdings
Mar 12, 2026
JEPI holdings
Mar 12, 2026
Overlap computed
Mar 15, 2026
Data source
Financial Modeling Prep

Review the methodology for the overlap formula and refresh policy.

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About These ETFs

ETF A

IVW

iShares S&P 500 Growth ETF

Issuer
IShares
Asset class
Equity
Expense ratio
0.18%
AUM
$64B
Inception
May 22, 2000

ETF B

JEPI

JPMorgan Equity Premium Income ETF

Issuer
J.P. Morgan
Asset class
US Equity
Expense ratio
0.35%
AUM
$44B
Inception
May 20, 2020

What Stands Out In This Comparison

01

What This Means

IVW is a U.S. growth equity ETF from IShares, while JEPI is an equity ETF from J.P. Morgan. IVW and JEPI overlap enough to matter, but they still bring different exposures to a portfolio. The overlap is concentrated in holdings such as NVDA, GOOGL, and AMZN, which explains why the score lands at 23.43%.

02

How They Differ

IVW is a U.S. growth equity ETF from IShares, while JEPI is an equity ETF from J.P. Morgan. IVW is the broader fund, while JEPI is the more targeted sleeve. IVW has the lower expense ratio, while JEPI charges more for its exposure.

03

What Drives The Overlap

The overlap is driven by a relatively small set of large shared positions. The top three shared holdings account for 18.42% of the score, which means the result is heavily influenced by the biggest common weights rather than a long tail of tiny positions.

04

When One May Fit Better

If you want the broader portfolio building block, IVW is usually the wider choice. If you want the more focused tilt, JEPI is the narrower expression. IVW has the lower expense ratio, while JEPI charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 18.42% of the full overlap score.

That helps show whether the score comes from a handful of giant shared positions or from a broader mix of common holdings.

Shared Sector Tilt

Sector tags are not consistently available for the biggest shared positions in this dataset, so this comparison leans more on the specific holdings than on sector labels.

Top Shared Holdings

These are the holdings contributing the most to the overlap score between IVW and JEPI.

HoldingIVW Wt.JEPI Wt.Overlap
NVDA14.73%1.46%1.46%
GOOGL5.86%1.44%1.44%
AMZN3.63%1.42%1.42%
AVGO5.31%1.41%1.41%
AAPL6.32%1.40%1.40%
MSFT9.89%1.37%1.37%
META4.67%1.33%1.33%
JNJ1.14%1.75%1.14%
V0.96%1.32%0.96%
MA0.93%1.36%0.93%

Why These ETFs Overlap

IVW is a U.S. growth equity ETF from IShares, while JEPI is an equity ETF from J.P. Morgan. The overlap exists because both funds allocate meaningful weight to the same holdings. In this dataset, the biggest shared drivers are NVDA, GOOGL, and AMZN, which appear in both portfolios and push the overlap score higher.

Holding both IVW and JEPI can still be reasonable, but you should expect some duplication. The decision comes down to whether the non-overlapping parts of each ETF are important enough for your strategy.

Related Comparisons

Frequently Asked Questions About IVW and JEPI

What is the overlap between IVW and JEPI?+
IVW and JEPI currently show an estimated weighted overlap of 23.43% based on the loaded holdings data.
How many holdings do IVW and JEPI share?+
They share 41 holdings in the current dataset.
Is the IVW and JEPI overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do IVW and JEPI overlap?+
IVW and JEPI overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 18.42% of the measured overlap score.
Which ETF is broader, IVW or JEPI?+
IVW is the broader fund, while JEPI is the more targeted sleeve. That does not automatically make one better, but it helps explain why the pair can overlap while still serving different roles.

How Overlap Is Calculated

A straightforward approach used by portfolio analysts.

Overlap = sum(min(Weight_A, Weight_B)) for each shared holding

For every stock that appears in both ETFs, we take the smaller of the two weights. Adding up all those minimums gives the total overlap percentage. A score of 100% means the two ETFs hold the exact same stocks in the same proportions.

Want the full explanation? Read the methodology page.

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