⚔️ Head-to-Head Overlap Analysis
VOO vs SCHD vs JEPI Overlap & Concentration Screener
Comparing Vanguard S&P 500 ETF and Schwab U.S. Dividend Equity ETF and JPMorgan Equity Premium Income ETF. Uncover shared underlying stock holdings, sector concentration, and whether holding these funds creates redundant portfolio drag.
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Add ETFs and set your target weights. Real-time look-through calculates your true single-stock and sector exposure.
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 One-Page Reference • Instant 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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❓ Common Questions
Frequently Asked Questions: VOO vs SCHD vs JEPI
Answers on overlap redundancy, top holding duplication, and allocation tradeoffs between VOO and SCHD and JEPI.
How much do VOO and SCHD and JEPI overlap?
At equal allocations, VOO and SCHD and JEPI exhibit an overall overlap and redundancy score of 18%. Your selected portfolio displays balanced sector weights and healthy underlying constituent dispersion.
What are the top overlapping stock holdings between VOO and SCHD and JEPI?
The largest shared stock holdings across VOO and SCHD and JEPI include The Home Depot Inc. (2.4%), AbbVie Inc. (2.4%), Chevron Corporation (2.1%), The Coca-Cola Company (2.0%), Cisco Systems Inc. (2.0%), PepsiCo Inc. (1.9%), Berkshire Hathaway Inc. Class B (1.8%), Verizon Communications Inc. (1.8%).
What is the combined top 5 stock concentration when holding VOO and SCHD and JEPI?
Holding equal weights in VOO and SCHD and JEPI results in 11.5% of your total capital concentrated in just 5 individual companies.
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