Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31); IWX: generated Aug 1, 2026, 7:34 AM (as of 2026-07-30).

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JEPI vs IWX

Current snapshot · Current snapshot

Portfolio statistics

JEPI

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

IWX

Largest holding: AAPL · 8.342%
Top 10 concentration: 39.46%
Gross exposure: 39.46%
Net exposure: 39.46%

Holdings overlap

Based on returned holdings.

ETF A

JEPI

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

7.044%weighted overlap

ETF B

IWX

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: AAPL · 8.342%

Holdings universe16 distinct mapped tickers in the returned rows

4 shared

Only JEPI 6Shared 4Only IWX 6

Largest allocation differences

AAPLAPPLE INC8.342% gap

0.000%8.342%

AMZNAMAZON.COM INC COMMON5.906% gap

2.000%7.906%

MSFTMICROSOFT CORP COMMON4.508% gap

1.820%6.328%

BRKBBERKSHIRE HATHAWAY INC CLASS B3.584% gap

0.000%3.584%

JPMJPMORGAN CHASE & CO3.542% gap

0.000%3.542%

XOMEXXONMOBIL HOLDINGS CORP2.467% gap

0.000%2.467%

GOOGLALPHABET INC-CL A -1.800% gap

1.800%0.000%

MAMASTERCARD INC COMMON1.790% gap

1.790%0.000%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	JEPI	IWX
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 by4

Ticker	Company	JEPI weight	IWX weight	Absolute difference
AMZN	AMAZON.COM INC COMMON	2.000%	7.906%	5.906%
MSFT	MICROSOFT CORP COMMON	1.820%	6.328%	4.508%
JNJ	JOHNSON & COMMON	1.640%	2.328%	0.688%
ABBV	ABBVIE INC COMMON STOCK	1.610%	1.584%	0.026%