Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

IVE: generated Jul 31, 2026, 6:19 PM (as of 2026-07-30); JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31).

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IVE vs JEPI

Current snapshot · Current snapshot

Portfolio statistics

IVE

Largest holding: AAPL · 8.263%
Top 10 concentration: 23.64%
Gross exposure: 23.64%
Net exposure: 23.64%

JEPI

Largest holding: AMZN · 2.000%
Top 10 concentration: 17.25%
Gross exposure: 17.25%
Net exposure: 17.25%

Holdings overlap

Based on returned holdings.

ETF A

IVE

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 8.263%

2.000%weighted overlap

ETF B

JEPI

Snapshot: 2026-07-31
Returned holdings: 10
Largest position: AMZN · 2.000%

Holdings universe19 distinct mapped tickers in the returned rows

1 shared

Only IVE 9Shared 1Only JEPI 9

Largest allocation differences

AAPLAPPLE INC8.263% gap

8.263%0.000%

XOMEXXONMOBIL HOLDINGS CORP2.196% gap

2.196%0.000%

MSFTMICROSOFT CORP COMMON1.820% gap

0.000%1.820%

GOOGLALPHABET INC-CL A -1.800% gap

0.000%1.800%

MAMASTERCARD INC COMMON1.790% gap

0.000%1.790%

ROSTROSS STORES INC COMMON1.710% gap

0.000%1.710%

AMZNAMAZON.COM INC1.656% gap

3.656%2.000%

NVDANVIDIA CORP COMMON STOCK1.650% gap

0.000%1.650%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	IVE	JEPI
P/E	N/A0/10 valued	N/A0/10 valued
P/B	N/A0/10 valued	N/A0/10 valued
P/S	N/A0/10 valued	N/A0/10 valued

No valuation data available for these holdings.

Holdings details

View

Shared holdings

Sort by1

Ticker	Company	IVE weight	JEPI weight	Absolute difference
AMZN	AMAZON.COM INC	3.656%	2.000%	1.656%