etf overlap tool · moderate overlap
JEPQ vs IWDA overlap
80% of JEPQ's money sits in companies IWDA also holds; 38% of the two funds is the same money, spread over 89 companies both hold.
Holdings as of October 16, 2026 · source: J.P. Morgan (JEPQ), iShares (IWDA) · How we measured all 1,431 pairs
- same money
- same companies, extra weight
- only in this fund
Hold JEPQ and IWDA with other funds or stocks? The free portfolio optimizer opens JEPQ and IWDA 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.
The companies you would own twice
What only one of them gives you
Where each fund puts its money
JEPQ and IWDA: what people ask
How much do JEPQ and IWDA overlap?
38% by weight, as of October 16, 2026: moderate overlap. 89 companies appear in both funds; they make up 80% of JEPQ and 40% of IWDA.
Which stocks do JEPQ and IWDA both hold?
The largest shared positions are AAPL, NVDA, MSFT, AMZN and GOOG. Ranked by the smaller of the two weights, which is the part you would own twice.
Is it redundant to hold both JEPQ and IWDA?
Out of every $100 split evenly between them, about $38 (half in each fund) buys identical positions. The rest is exposure only one of the two funds gives you: 5 names only in JEPQ, 1,159 only in IWDA. Half in each behaves like 48 equally weighted stocks, against 27 for JEPQ alone and 85 for IWDA alone. Whether that duplication is a problem depends on the mix you want; this is a description, not advice.
What is IWDA, next to JEPQ?
IWDA is iShares Core MSCI World UCITS ETF (ISIN IE00B4L5Y983), an Irish-domiciled UCITS fund on the MSCI World index. Next to JEPQ, 38% of the money is the same, spread over 89 companies both hold, as of October 16, 2026.
Does the JEPQ vs IWDA overlap apply to other tickers?
Yes. IWDA also trades as SWDA (London, GBP; Borsa Italiana, EUR) and EUNL (Xetra, EUR). Each is the same portfolio in another currency, on another exchange or paying its dividends out, so JEPQ vs EUNL also overlaps 38%.
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 J.P. Morgan and iShares 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.