JEPI vs VTI Overlap

JEPI is an equity ETF from J.P. Morgan, while VTI is a total-market U.S. equity ETF from Vanguard. JEPI and VTI show meaningful overlap, with an estimated weighted overlap of 29.82%. They share 100 holdings in the loaded dataset, led by NVDA, GOOGL, and AMZN.

29.8% overlap
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100Shared Holdings
OK
Moderate Overlap

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Quick Answer

JEPI is an equity ETF from J.P. Morgan, while VTI is a total-market U.S. equity ETF from Vanguard. JEPI and VTI show meaningful overlap, with an estimated weighted overlap of 29.82%. They share 100 holdings in the loaded dataset, led by NVDA, GOOGL, and AMZN.

  • 29.82% weighted overlap across 100 shared holdings.
  • The top three shared holdings explain 14.47% of the measured overlap.
  • VTI 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

JEPI holdings
Mar 12, 2026
VTI holdings
Mar 12, 2026
Overlap computed
Mar 13, 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

JEPI

JPMorgan Equity Premium Income ETF

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

ETF B

VTI

Vanguard Total Stock Market ETF

Issuer
Vanguard
Asset class
Large Cap Equity
Expense ratio
0.03%
AUM
$2T
Inception
May 24, 2001

What Stands Out In This Comparison

01

What This Means

JEPI is an equity ETF from J.P. Morgan, while VTI is a total-market U.S. equity ETF from Vanguard. JEPI and VTI 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 29.82%.

02

How They Differ

JEPI is an equity ETF from J.P. Morgan, while VTI is a total-market U.S. equity ETF from Vanguard. VTI is the broader fund, while JEPI is the more targeted sleeve. VTI 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 14.47% 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, VTI is usually the wider choice. If you want the more focused tilt, JEPI is the narrower expression. VTI has the lower expense ratio, while JEPI charges more for its exposure.

Overlap Driver Snapshot

Concentration

The top three shared holdings explain 14.47% 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 JEPI and VTI.

HoldingJEPI Wt.VTI Wt.Overlap
NVDA1.46%6.62%1.46%
GOOGL1.44%2.95%1.44%
AMZN1.42%3.46%1.42%
AVGO1.41%2.35%1.41%
AAPL1.40%5.75%1.40%
MSFT1.37%4.80%1.37%
META1.33%2.34%1.33%
LLY0.89%1.32%0.89%
JNJ1.75%0.82%0.82%
V1.32%0.80%0.80%

Why These ETFs Overlap

JEPI is an equity ETF from J.P. Morgan, while VTI is a total-market U.S. equity ETF from Vanguard. 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 JEPI and VTI 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 JEPI and VTI

What is the overlap between JEPI and VTI?+
JEPI and VTI currently show an estimated weighted overlap of 29.82% based on the loaded holdings data.
How many holdings do JEPI and VTI share?+
They share 100 holdings in the current dataset.
Is the JEPI and VTI overlap high?+
The current verdict is Moderate Overlap. That means the two ETFs have noticeable duplication in portfolio weight.
Why do JEPI and VTI overlap?+
JEPI and VTI overlap because the same large positions appear in both funds. In this comparison, the top three shared holdings explain 14.47% of the measured overlap score.
Which ETF is broader, JEPI or VTI?+
VTI 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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