etf overlap tool · little overlap
IWM vs JEPQ overlap
IWM and JEPQ hold no company in common. Still, 35% of their money sits in the same sectors, led by Information Technology, which is 48% of JEPQ against 13% of IWM.
Holdings as of October 16, 2026 · source: iShares (IWM), J.P. Morgan (JEPQ) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold IWM and JEPQ with other funds or stocks? The free portfolio optimizer opens IWM and JEPQ beside the rest of what you own: the companies you hold twice, what the funds cost a year, and where the next deposit should go. No account.
What only one of them gives you
No stock in common, 35% in the same sectors
IWM and JEPQ: what people ask
How much do IWM and JEPQ overlap?
None by holdings, as of October 16, 2026: no company appears in both funds. By sector, 35% of their money sits in the same sectors, led by Information Technology.
Which stocks do IWM and JEPQ both hold?
None. IWM and JEPQ have no holding in common.
Is it redundant to hold both IWM and JEPQ?
No. Out of every $100 split evenly between them, none buys the same company. Half in each gives you 2,065 different holdings that behave like 106 equally weighted stocks, against 834 for IWM alone and 27 for JEPQ alone. Whether that mix suits you depends on what you want to own; this is a description, not advice.
How is ETF overlap calculated here?
For every company held by both funds we take the smaller of its two weights and add them up. The weights come from the full holdings files iShares and J.P. Morgan publish, not a top-10 sample, and companies are matched by their ISIN so share classes stay apart. Sector overlap applies the same rule to the issuers' sector labels; "behaves like N equally weighted stocks" is one over the sum of the squared weights.
Weights come from each issuer's published holdings file and are matched company by company on their ISIN. Cash, futures and currency positions are left out. This page describes what the funds hold; it is not investment advice.