JEPI vs VOO: Complete Comparison
JPMorgan Equity Premium Income ETF vs Vanguard S&P 500 ETF โ overlap, correlation, performance & risk analysis
Visual Overlap
Price Performance
Historical price comparison over 3M
๐Performance Comparison
โ ๏ธRisk Metrics
Interpretation:
- ๐ Lower volatility = smoother ride
- โก Higher Sharpe/Sortino = better risk-adjusted returns
- โ ๏ธ Smaller max drawdown = less worst-case pain
- ๐ Beta > 1 = more volatile than S&P 500
โ๏ธHead-to-Head Comparison
๐ VOO wins this comparison
Key Factors
โถAdditional Metrics (5)
Bottom line: VOO wins with better expense ratio and number of holdings. Consider VOO for your portfolio, but JEPI is still a solid choice if you prefer its specific advantages.
Detailed Overlap Analysis
88 shared holdings representing 31.6% portfolio overlap
Top Shared Holdings
| # | Stock | JEPI Weight | VOO Weight | Overlap |
|---|---|---|---|---|
| 1 | GOOGL GOOGL | 1.67% | 3.18% | 1.67% |
| 2 | AMZN AMZN | 1.55% | 3.86% | 1.55% |
| 3 | NVDA NVDA | 1.51% | 7.37% | 1.51% |
| 4 | MSFT MSFT | 1.50% | 6.24% | 1.50% |
| 5 | AAPL AAPL | 1.48% | 7.07% | 1.48% |
| 6 | META META | 1.37% | 2.40% | 1.37% |
| 7 | AVGO AVGO | 1.03% | 3.24% | 1.03% |
| 8 | V V | 1.50% | 0.96% | 0.96% |
| 9 | LLY LLY | 0.96% | 1.46% | 0.96% |
| 10 | JNJ JNJ | 1.63% | 0.85% | 0.85% |
Overlap by Sector
Showing top 5 sectors by overlap contribution
Top Holdings Only in JEPI
Unique to JEPI
| Symbol | Name | Weight |
|---|---|---|
| MGMXX | MGMXX | 1.62% |
| RTX | RTX | 1.44% |
| DIS | DIS | 1.42% |
| NEE | NEE | 1.40% |
| INTU | INTU | 1.29% |
Top Holdings Only in VOO
Unique to VOO
| Symbol | Name | Weight |
|---|---|---|
| GOOG | GOOG | 2.55% |
| TSLA | TSLA | 2.06% |
| JPM | JPM | 1.40% |
| C | C | 0.29% |
| TJX | TJX | 0.29% |
Price Correlation
How We Calculate Overlap
We use the minimum weight method with normalization to calculate portfolio overlap:
Overlap = ฮฃ min(weightA, weightB) for each shared holdingNormalization: Holdings weights are normalized to sum to 100% before comparison. This ensures accurate overlap calculations even when analyzing partial holdings data (e.g., top 50 positions).
Conservative approach: We consider only the smaller allocation for each shared position, giving you a realistic view of true portfolio overlap.
๐ This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.