FFFHX vs JEPI: 0% overlap
Fidelity Freedom 2050 and JPMorgan Equity Premium Income ETF share 0.2% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.
You would hold two tickers and get the diversification of 2.0. Two funds that shared nothing would score 2.0; two identical funds score 1.0.
Top shared holdings
FFFHX and JEPI hold 1 of the same securities. The ten contributing most to the overlap figure:
| Holding | in FFFHX | in JEPI | Δ |
|---|---|---|---|
| CASH | 0.2% | 1.2% | 1.1% |
Where FFFHX and JEPI differ
Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.
| Sector | FFFHX | JEPI | Δ |
|---|---|---|---|
| Unclassified | 99.5% | 19.6% | +80.0pp |
| Information Technology | 0.0% | 13.5% | −13.5pp |
| Health Care | 0.0% | 11.6% | −11.6pp |
| Consumer Discretionary | 0.0% | 10.2% | −10.2pp |
| Industrials | 0.0% | 8.9% | −8.9pp |
| Financials | 0.0% | 8.5% | −8.5pp |
| Consumer Staples | 0.0% | 7.8% | −7.8pp |
| Utilities | 0.0% | 5.4% | −5.4pp |
Δ is FFFHX minus JEPI, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.
What each fund holds alone
99.8% of FFFHX by weight, held in no part of JEPI.
98.4% of JEPI by weight, held in no part of FFFHX.
A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.
Concentration and cost
| FFFHX | JEPI | |
|---|---|---|
| Top 10 holdings | 77.6% | 15.7% |
| Positions held | 37 | 120 |
| Cost per $10,000 held, per year | $75 | $35 |
Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.
Frequently asked
How much do FFFHX and JEPI overlap?
FFFHX and JEPI overlap 0.2% by portfolio weight — largely distinct portfolios. They share 1 holdings. The figure comes from current issuer holdings files (FFFHX as of 2026-03-31, JEPI as of 2026-03-31).
How is the overlap between FFFHX and JEPI calculated?
As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If FFFHX holds a stock at 6% and JEPI holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.
Is it redundant to hold both FFFHX and JEPI?
That depends on your goals — we state facts, not advice. At 0.2% overlap, each fund still contributes meaningfully distinct exposure.
What does FFFHX own that JEPI doesn't?
FFFHX holds 37 positions and JEPI holds 120; 35 of FFFHX's positions don't appear in JEPI at all, and they are 99.8% of FFFHX by weight.
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Related comparisons
Sources: issuer holdings files, FFFHX as of 2026-03-31, JEPI as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.