JPMorgan Equity Premium Income ETF vs Schwab U.S. Dividend Equity ETF. Holdings overlap, sector exposure, and key differences compared.
JEPI and SCHD share 3 holdings, representing 4.1% weighted overlap. These funds are quite different. Combining them provides genuine diversification.
Each band represents a holding. Shared holdings are connected by ribbons between JEPI and SCHD. Band height reflects the holding's weight in the fund. Colour indicates sector.
Side-by-side sector exposure. Bars grow outward from the centre. Wider bars mean higher allocation.
| Holding | JEPI weight | SCHD weight |
|---|---|---|
| PEPPepsiCo Inc | 1.43% | 3.93% |
| BMYBristol-Myers Squibb Company | 1.10% | 3.19% |
| EOGEOG Resources Inc | 1.57% | 1.95% |
Market capitalisation breakdown shows how each fund is distributed across company sizes.
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