DIVO vs JEPQ: Holdings Overlap
DIVOAmplify CWP Enhanced Dividend Income ETF
Amplify · 27 holdings · $7.6B · as of 2026-03-31
JEPQJPMorgan Nasdaq Equity Premium Income ETF
JPMorgan · 107 holdings · $39.9B · as of 2026-03-31
How similar are DIVO and JEPQ?
Amplify CWP Enhanced Dividend Income ETF (DIVO, by Amplify) holds 27 positions; JPMorgan Nasdaq Equity Premium Income ETF (JEPQ, by JPMorgan) holds 107. They have 6 holdings in common, and by portfolio weight the two funds are 12.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 12.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 6DIVO holds 27 · JEPQ holds 107
- Weight in Shared Holdings
- DIVO 20%·JEPQ 17%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DIVO
21 of 27 positions (78.0% of the fund) are not held by JEPQ.
Sector Breakdown
| Sector | DIVO | JEPQ |
|---|---|---|
| Information Technology | 14.0% | 40.2% |
| Financials | 23.4% | 0.5% |
| Industrials | 14.2% | 2.9% |
| Consumer Discretionary | 13.0% | 10.4% |
| Communication Services | 1.1% | 12.5% |
| Other Sectors | 27.8% | 13.1% |
| Unclassified | 4.4% | 16.9% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (4% of DIVO, 18% of JEPQ).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DIVO | +3.7% | +10.9% | +19.6% | +15.6% | +11.2% | — | 6.22% |
| JEPQ | +1.9% | +10.1% | +21.5% | +19.2% | — | — | 10.92% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DIVO vs JEPQ →
Shared Holdings(6)
The top 6 shared positions account for 100% of the overlap, led by AAPL, MSFT and WMT.
Frequently Asked Questions
How much do DIVO and JEPQ overlap?
DIVO and JEPQ overlap by 12.8% of portfolio weight. They share 6 holdings (DIVO holds 27 positions and JEPQ holds 107), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DIVO and JEPQ?
The two portfolios are 12.8% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DIVO and JEPQ?
The largest positions held by both funds are AAPL, MSFT, WMT, AMGN and KO. Together the top 6 shared positions account for 100% of the total overlap.
What does DIVO own that JEPQ doesn't?
21 positions (78.0% of DIVO) are unique to DIVO, led by RTX, GS and CAT. In the other direction, 101 positions (79.3% of JEPQ) are unique to JEPQ.