Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31); IWY: generated Aug 1, 2026, 7:41 AM (as of 2026-07-30).

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JEPI vs IWY

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%

IWY

Largest holding: NVDA · 14.67%
Top 10 concentration: 61.55%
Gross exposure: 61.55%
Net exposure: 61.55%

Holdings overlap

Based on returned holdings.

ETF A

JEPI

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

5.270%weighted overlap

ETF B

IWY

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: NVDA · 14.67%

Holdings universe17 distinct mapped tickers in the returned rows

3 shared

Only JEPI 7Shared 3Only IWY 7

Largest allocation differences

NVDANVIDIA CORP COMMON STOCK13.02% gap

1.650%14.67%

AAPLAPPLE INC8.735% gap

0.000%8.735%

AVGOBROADCOM INC6.149% gap

0.000%6.149%

GOOGALPHABET INC CLASS C5.158% gap

0.000%5.158%

GOOGLALPHABET INC-CL A -4.521% gap

1.800%6.321%

MSFTMICROSOFT CORP COMMON4.040% gap

1.820%5.860%

MUMICRON TECHNOLOGY INC3.922% gap

0.000%3.922%

METAMETA PLATFORMS INC CLASS A3.738% gap

0.000%3.738%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	JEPI	IWY
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 by3

Ticker	Company	JEPI weight	IWY weight	Absolute difference
NVDA	NVIDIA CORP COMMON STOCK	1.650%	14.67%	13.02%
GOOGL	ALPHABET INC-CL A -	1.800%	6.321%	4.521%
MSFT	MICROSOFT CORP COMMON	1.820%	5.860%	4.040%