ETF Overlap Tool
Professional ETF Comparison Tool - Analyze Portfolio Overlap & Holdings
Compare any two US-listed ETFs with comprehensive portfolio overlap analysis. Get detailed CUSIP-level holdings data, weight comparisons, and professional investment insights for smarter ETF portfolio construction.
Professional ETF Overlap Calculator & Portfolio Analysis Tool
Analyze portfolio overlap between any two US-listed ETFs with our comprehensive comparison tool. Get detailed CUSIP-level holdings data, complete overlap analysis, weight comparisons, and professional investment insights for smarter ETF selection and portfolio optimization.
Why Use Our ETF Overlap Calculator?
- Complete Portfolio Overlap Analysis: Calculate exact overlap percentages and shared holdings count
- CUSIP-Level Precision: Access detailed holdings data from SEC N-PORT filings for maximum accuracy
- Investment Decision Support: Identify redundant exposure and optimize portfolio diversification
- Professional Research Tool: Compare ETF holdings, weights, and concentration risk
- Free & Comprehensive: No limits on analysis depth - see ALL holdings and overlaps
Popular ETF Comparisons
Start with popular comparisons like SPY vs VOO (S&P 500 ETFs), QQQ vs VGT (Technology ETFs), VTI vs ITOT (Total Market ETFs), or IWM vs VB (Small Cap ETFs) to see how our tool works.
🎯 How ETF Overlap Analysis Works
CUSIP-Level Comparison: Our calculator analyzes holdings at the most granular level using CUSIP identifiers, ensuring perfect accuracy in identifying shared securities between ETFs.
Weight-Based Analysis: We calculate overlap percentages based on portfolio weights, not just the number of shared holdings, giving you the true picture of portfolio redundancy.
Two-Level Matching: First by ticker symbol (company level), then by CUSIP (security level), helping you distinguish between different share classes of the same company.
💡 Investment Strategy Insights
High Overlap (70%+): Indicates significant redundancy. Consider choosing one ETF or finding complementary alternatives to improve diversification.
Moderate Overlap (40-70%): Some shared exposure but ETFs can coexist. Monitor for concentration in overlapping holdings.
Low Overlap (<40%): Good diversification potential with minimal redundancy. These ETFs provide complementary exposure.
🔍 Frequently Asked Questions
What is ETF overlap and why does it matter?
ETF overlap occurs when two or more ETFs hold the same underlying securities. High overlap can lead to unintended concentration risk and reduced diversification benefits. Understanding overlap helps investors build more efficient portfolios and avoid redundant exposure.
How accurate is your ETF overlap calculator?
Our calculator uses CUSIP-level data from SEC N-PORT filings, providing the highest level of accuracy available. We analyze holdings by both ticker symbols and CUSIP identifiers to distinguish between different share classes and ensure precise overlap calculations.
Can I compare international ETFs or sector ETFs?
Yes! Our tool works with all US-listed ETFs, including international ETFs (VEA, VXUS), sector ETFs (XLK, XLF), and specialty ETFs. Simply enter any two ETF ticker symbols to get a comprehensive overlap analysis.
What's the difference between company-level and security-level overlap?
Company-level overlap looks at whether ETFs hold the same companies (by ticker symbol), while security-level overlap examines specific securities (by CUSIP). The same company may have multiple share classes with different CUSIPs. Our tool analyzes both levels to give you complete insight.
How often is the ETF holdings data updated?
ETF holdings data is updated based on SEC filing schedules, typically monthly or quarterly depending on the fund. Our database reflects the most recent N-PORT filings available, ensuring you have access to current portfolio information for accurate overlap analysis.
Ready to Optimize Your ETF Portfolio?
Start by comparing two popular ETFs or explore our comprehensive ETF database.