⚔️ Head-to-Head Overlap Analysis
JEPI vs SCHD Overlap & Concentration Screener
Comparing JPMorgan Equity Premium Income ETF and Schwab U.S. Dividend Equity ETF. Uncover shared underlying stock holdings, sector concentration, and whether holding these funds creates redundant portfolio drag.
⚖️ Select Your ETF Allocation (Up to 6)
Add ETFs and set your target weights. Real-time look-through calculates your true single-stock and sector exposure. Updated 2026-11-12 (quarterly SEC lag)
Allocation Total: 100%
Executive Summary (Equal Allocation)
Analyzing Portfolio Allocation...
Calculating --%
Analyzing look-through constituent overlap, fee drag, and single-stock concentration...
Top 5 Concentration --%
Top 10 Concentration --%
Unique Holdings --
Blended Fee --%
Largest Shared Holdings
🔄 Pairwise ETF Overlap & Redundancy Analysis
Calculating...High overlap between two funds means you are paying multiple expense ratios for virtually the same underlying companies.
🔍 True Underlying Stock Exposure (Look-Through)
Your real aggregate ownership in single stocks after multiplying your ETF allocations by each fund's holdings.
Concentration Heatmap (Top Holdings)
High (>6%) Moderate (3%–6%) Diversified (<3%)
Detailed Holdings Breakdown
| Stock / Company | Effective Weight | Contributing ETFs |
|---|
📊 Sector Exposures vs Broad Market Benchmark (VTI)
Shows where your ETF combination is heavily overweight (concentrated tilt) or underweight compared to the total US stock market.
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📥 Free Printable PDF Guide 1-Page Printable PDF
Download Ideal Low-Overlap ETF Pairings & Model Portfolios (PDF)
Eliminate redundant holding drag and tech concentration. Get 5 benchmark portfolio allocations with Venn diagrams and constituent overlap scores.
- ✓ Visual Venn diagrams comparing popular pairs (VOO vs VTI, QQQ vs VOO)
- ✓ 5 proven model allocations (Reddit Trio, Bogleheads 3-Fund, Factor Barbell)
- ✓ Exact step-by-step rebalancing guidelines and look-through weight rules
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VOO vs SCHD vs JEPI Overlap & Concentration Risk Analyzer
Compare VOO vs SCHD vs JEPI overlap (8% redundancy score). See shared stock holdings (AAPL, MSFT, UNH), sector weights, and expense analysis.
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Compare SCHD vs VYM overlap (16% redundancy score). See shared stock holdings (58933Y105, CVX, 191216100), sector weights, and expense analysis.
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VOO vs SCHD Overlap & Concentration Risk Analyzer
Compare VOO vs SCHD overlap (3% redundancy score). See shared stock holdings (GOOGL / GOOG, 58933Y105, 191216100), sector weights, and expense analysis.
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❓ Common Questions
Frequently Asked Questions: JEPI vs SCHD
Answers on overlap redundancy, top holding duplication, and allocation tradeoffs between JEPI and SCHD.
How much do JEPI and SCHD overlap?
At equal allocations, JEPI and SCHD exhibit an overall overlap and redundancy score of 16%. Your selected portfolio displays balanced sector weights and healthy underlying constituent dispersion.
What are the top overlapping stock holdings between JEPI and SCHD?
The largest shared stock holdings across JEPI and SCHD include UnitedHealth Group Incorporated (3.4%), Procter & Gamble Company (3.3%), The Home Depot Inc. (3.2%), Chevron Corporation (3.1%), Merck & Co. Inc. (3.0%), The Coca-Cola Company (2.9%), Texas Instruments Incorporated (2.8%), PepsiCo Inc. (2.7%).
What is the combined top 5 stock concentration when holding JEPI and SCHD?
Holding equal weights in JEPI and SCHD results in 15.9% of your total capital concentrated in just 5 individual companies.
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