Compare ETFs

Compare holdings, allocations, classifications, and performance.

Showing cached reports.

JEPI: generated Aug 1, 2026, 6:15 AM (as of 2026-07-31); SCHV: generated Aug 1, 2026, 10:26 AM (as of 2026-07-30).

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

JEPI vs SCHV

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%

SCHV

Largest holding: MU · 3.140%
Top 10 concentration: 20.21%
Gross exposure: 20.21%
Net exposure: 20.21%

Holdings overlap

Based on returned holdings.

ETF A

JEPI

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

3.090%weighted overlap

ETF B

SCHV

Snapshot: 2026-07-30
Returned holdings: 10
Largest position: MU · 3.140%

Holdings universe18 distinct mapped tickers in the returned rows

2 shared

Only JEPI 8Shared 2Only SCHV 8

Largest allocation differences

MUMICRON TECHNOLOGY INC3.140% gap

0.000%3.140%

JPMJPMORGAN CHASE2.990% gap

0.000%2.990%

BRKBBERKSHIRE HATHAWAY INC CLASS B2.970% gap

0.000%2.970%

XOMEXXONMOBIL HOLDINGS CORP2.070% gap

0.000%2.070%

AMZNAMAZON.COM INC COMMON2.000% gap

2.000%0.000%

MSFTMICROSOFT CORP COMMON1.820% gap

1.820%0.000%

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	SCHV
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 by2

Ticker	Company	JEPI weight	SCHV weight	Absolute difference
JNJ	JOHNSON & COMMON	1.640%	1.960%	0.320%
ABBV	ABBVIE INC COMMON STOCK	1.610%	1.450%	0.160%