JEPI vs VTI: Complete Comparison

JPMorgan Equity Premium Income ETF vs Vanguard Total Stock Market ETF โ€” overlap, correlation, performance & risk analysis

Holdings Overlap
10.49%
Very Low Overlap
Shared Holdings
6 of 10
Complete portfolio analysis
Calculation Method
Min Weight
Weighted intersection

Visual Overlap

JEPI
VTI
10.5%
JEPI Only
Overlap
VTI Only

Price Performance

Historical price comparison over 3M

JEPI Return
+4.43%
VTI Return
+8.62%
Winner
VTI
+4.19%
Max Drawdown
JEPI: -2.5%
VTI: -5.3%
JEPI Volatility (annualized)7.02%
VTI Volatility (annualized)11.82%

๐Ÿ“ˆ Comparison

Metric
JEPI
VTI
1 Year Return
+15.2%
+25.8%โœ“
3 Year Return
+8.5%
+9.8%โœ“
5 Year Return
N/A
+15.2%
Volatility
12.50%โœ“
19.10%
Expense Ratio
0.35%
0.03%โœ“
โš ๏ธ Past performance does not guarantee future results. Data may be delayed.

โš ๏ธRisk Metrics

Metric
JEPI
VTI
Volatility
12.50%โœ“
19.10%
Sharpe Ratio
0.95โœ“
0.75
Sortino Ratio
1.25โœ“
1.08
Max Drawdown
-18.50%โœ“
-34.50%
Beta
0.65
1.02

Interpretation:

  • ๐Ÿ“Š Lower volatility = smoother ride
  • โšก Higher Sharpe/Sortino = better risk-adjusted returns
  • โš ๏ธ Smaller max drawdown = less worst-case pain
  • ๐Ÿ“ˆ Beta > 1 = more volatile than S&P 500

โš”๏ธ Comparison

9 - 9

Key Factors

๐Ÿ’ฐ Expense Ratio
JEPI:0.35%โœ“
vs
VTI:0.03%โœ“
๐ŸŽฏ Number of Holdings
JEPI:120 holdingsโœ“
vs
VTI:3,658 holdingsโœ“
โ–ถAdditional Metrics (5)
โš–๏ธ Concentration Risk
JEPI: 15.7% in top 10โœ“
VTI: 27.8% in top 10
๐Ÿ“Š Assets Under Management
JEPI: $30B
VTI: $320B โœ“โœ“
โšก Sharpe Ratio
JEPI: 0.95โœ“
VTI: 0.75
๐Ÿ“‰ Volatility
JEPI: 12.5%โœ“
VTI: 19.1%
๐Ÿ” Uniqueness vs SPY
JEPI: 64.8% uniqueโœ“
VTI: 63.6% unique

Bottom line: JEPI and VTI are very similar. Choose based on your broker's commission structure or personal preference.

Detailed Overlap Analysis

6 shared holdings representing 10.5% portfolio overlap

Top Shared Holdings

#StockJEPI WeightVTI WeightOverlap
1
GOOGL
GOOGL
1.67%1.77%1.67%
2
AMZN
AMZN
1.55%3.00%1.55%
3
NVDA
NVDA
1.51%4.25%1.51%
4
MSFT
MSFT
1.50%5.45%1.50%
5
AAPL
AAPL
1.48%5.80%1.48%
6
META
META
1.37%2.02%1.37%

Overlap by Sector

Technology
5 stocks ยท 7.53% overlap
Consumer Discretionary
1 stocks ยท 1.55% overlap

Showing top 5 sectors by overlap contribution

6
Shared Stocks
10.5%
Total Overlap
2
Sectors Represented

Top Holdings Only in JEPI

Unique to JEPI

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
JNJJNJ1.63%
ABBVABBV1.62%
MGMXXMGMXX1.62%
ADIADI1.56%
MAMA1.55%

Top Holdings Only in VTI

Unique to VTI

โ†Scroll horizontally to see all dataโ†’
SymbolNameWeight
GOOGAlphabet Inc Class C1.52%
BRK.BBerkshire Hathaway Inc Class B1.44%
TSLATesla Inc1.36%
JPMJPMorgan Chase & Co1.19%

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 holding

Normalization: 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.

๐Ÿ“Š This analysis is based on publicly available holdings data. For the most current and complete holdings information, please visit the official ETF provider websites.

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