IJH vs JEPQ: Holdings Overlap
IJHiShares Core S&P Mid-Cap ETF
iShares · 399 holdings · $126.1B · as of 2026-03-31
JEPQJPMorgan Nasdaq Equity Premium Income ETF
JPMorgan · 107 holdings · $39.9B · as of 2026-03-31
How similar are IJH and JEPQ?
iShares Core S&P Mid-Cap ETF (IJH, by iShares) holds 399 positions; JPMorgan Nasdaq Equity Premium Income ETF (JEPQ, by JPMorgan) holds 107. They have 0 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 0IJH holds 399 · JEPQ holds 107
- Weight in Shared Holdings
- IJH 0%·JEPQ 0%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 IJH
399 of 399 positions (99.4% of the fund) are not held by JEPQ. Showing the top 30 by weight.
Sector Breakdown
| Sector | IJH | JEPQ |
|---|---|---|
| Information Technology | 12.3% | 40.2% |
| Industrials | 25.3% | 2.9% |
| Financials | 14.6% | 0.5% |
| Communication Services | 1.0% | 12.5% |
| Consumer Discretionary | 11.3% | 10.4% |
| Other Sectors | 35.0% | 13.1% |
| Unclassified | 0.0% | 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 (0% of IJH, 18% of JEPQ).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IJH | +3.1% | +18.4% | +26.0% | +14.5% | +9.0% | +11.2% | 1.14% |
| 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 IJH vs JEPQ →
Shared Holdings(0)
These two funds have no holdings in common.
Frequently Asked Questions
How much do IJH and JEPQ overlap?
IJH and JEPQ overlap by 0.0% of portfolio weight. They share 0 holdings (IJH holds 399 positions and JEPQ holds 107), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IJH and JEPQ?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What does IJH own that JEPQ doesn't?
399 positions (99.4% of IJH) are unique to IJH, led by FTI, CASY and UTHR. In the other direction, 107 positions (96.6% of JEPQ) are unique to JEPQ.