Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31); IYJ: generated Jul 31, 2026, 5:14 PM (as of 2026-07-30).

Signed out: the comparison includes up to 10 holdings per ETF. Sign in to compare more holdings.

JEPI vs IYJ

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%

IYJ

Largest holding: V · 7.264%
Top 10 concentration: 36.37%
Gross exposure: 36.37%
Net exposure: 36.37%

Holdings overlap

Based on returned holdings.

ETF A

JEPI

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

1.790%weighted overlap

ETF B

IYJ

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: V · 7.264%

Holdings universe19 distinct mapped tickers in the returned rows

1 shared

Only JEPI 9Shared 1Only IYJ 9

Largest allocation differences

VVISA INC CLASS A7.264% gap

0.000%7.264%

CATCATERPILLAR INC4.415% gap

0.000%4.415%

GEGE AEROSPACE4.405% gap

0.000%4.405%

MAMASTERCARD INC COMMON3.812% gap

1.790%5.602%

RTXRTX CORP3.473% gap

0.000%3.473%

GEVGE VERNOVA INC3.174% gap

0.000%3.174%

AXPAMERICAN EXPRESS2.152% gap

0.000%2.152%

UNPUNION PACIFIC CORP2.063% gap

0.000%2.063%

Portfolio composition

Based on classified holdings in the returned results.

No classification data available.

Valuation multiples

Weighted valuation multiples by ETF
Weighted multiple	JEPI	IYJ
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	JEPI weight	IYJ weight	Absolute difference
MA	MASTERCARD INC COMMON	1.790%	5.602%	3.812%