JEPQ vs VOO: fund overlap
ETF comparisons / JEPQ vs VOO
JPMorgan Nasdaq Equity Premium Income ETF compared with VANGUARD 500 INDEX FUND
JPMorgan Nasdaq Equity Premium Income ETF
VANGUARD 500 INDEX FUND
83 companies held in both funds
| Shared company | JEPQ | VOO |
|---|---|---|
| NVIDIA CORP NVDA | 7.46% | 7.57% |
| Apple Inc AAPL | 6.48% | 6.65% |
| ALPHABET INC GOOG 2 share classes | 5.17% | 5.38% |
| ↳ ALPHABET INC-CL C GOOG | 5.17% | 2.40% |
| ↳ ALPHABET INC-CL A GOOGL | 0.00% | 2.99% |
| Microsoft Corp MSFT | 4.89% | 4.91% |
| AMAZON.COM INC AMZN | 4.08% | 3.63% |
| BROADCOM INC AVGO | 2.27% | 2.62% |
| META PLATFORMS INC-CLASS A META | 3.06% | 2.23% |
| TESLA INC TSLA | 2.64% | 1.87% |
| WALMART INC. WMT | 2.51% | 0.97% |
| Costco Wholesale Corp COST | 1.59% | 0.79% |
| NETFLIX INC NFLX | 2.10% | 0.72% |
| Micron Technology Inc MU | 2.08% | 0.68% |
| PALANTIR TECHNOLOGIES INC-A PLTR | 1.24% | 0.60% |
| ADVANCED MICRO DEVICES AMD | 1.70% | 0.59% |
| CISCO SYSTEMS, INC. CSCO | 1.14% | 0.55% |
| Applied Materials Inc AMAT | 0.78% | 0.48% |
| LAM RESEARCH CORPORATION LRCX | 1.81% | 0.48% |
| AbbVie Inc ABBV | 0.44% | 0.69% |
| Linde PLC LIN | 0.89% | 0.41% |
| Pepsico, Inc. PEP | 0.97% | 0.38% |
| Intel Corp INTC | 0.64% | 0.37% |
| NextEra Energy Inc NEE | 0.35% | 0.35% |
| Amgen Inc AMGN | 0.45% | 0.34% |
| Texas Instruments Inc TXN | 0.71% | 0.31% |
| INTUITIVE SURGICAL, INC. ISRG | 0.92% | 0.29% |
Based on the holdings compared above
JEPQ and VOO overlap by 51.2% by weight, across 83 shared companies.
The largest companies held in both funds are NVIDIA CORP, Apple Inc, ALPHABET INC, Microsoft Corp, AMAZON.COM INC.
Holding both means 51.2% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
JEPQ has a 0.35% expense ratio and VOO has 0.03%.
JEPQ has a weighted P/E of 23.6 and VOO has a weighted P/E of 23.5.
See the companies and duplicated exposure across every fund you hold.