FFFHX vs JEPQ: 0% overlap
Fidelity Freedom 2050 and JPMorgan Nasdaq 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 JEPQ hold 1 of the same securities. The ten contributing most to the overlap figure:
| Holding | in FFFHX | in JEPQ | Δ |
|---|---|---|---|
| CASH | 0.2% | 1.8% | 1.7% |
Where FFFHX and JEPQ 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 | JEPQ | Δ |
|---|---|---|---|
| Unclassified | 99.5% | 22.3% | +77.3pp |
| Information Technology | 0.0% | 37.9% | −37.9pp |
| Communication Services | 0.0% | 12.0% | −12.0pp |
| Consumer Discretionary | 0.0% | 10.0% | −10.0pp |
| Consumer Staples | 0.0% | 6.3% | −6.3pp |
| Health Care | 0.0% | 4.2% | −4.2pp |
| Industrials | 0.0% | 1.7% | −1.7pp |
| Cash and/or Derivatives | 0.2% | 1.8% | −1.7pp |
Δ is FFFHX minus JEPQ, 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 JEPQ.
96.6% of JEPQ 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 | JEPQ | |
|---|---|---|
| Top 10 holdings | 77.6% | 40.0% |
| Positions held | 37 | 108 |
| 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 JEPQ overlap?
FFFHX and JEPQ 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, JEPQ as of 2026-03-31).
How is the overlap between FFFHX and JEPQ 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 JEPQ 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 JEPQ?
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 JEPQ doesn't?
FFFHX holds 37 positions and JEPQ holds 108; 35 of FFFHX's positions don't appear in JEPQ at all, and they are 99.8% of FFFHX by weight.
You probably hold more than two funds
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Related comparisons
Sources: issuer holdings files, FFFHX as of 2026-03-31, JEPQ as of 2026-03-31. Weights are fractions of each fund. Diagnostics, not advice.