Holdings Overlap Analysis

Compare CAPE holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings CAPE shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

CAPE ETF Overlap Analysis

CAPE overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CAPE portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 196 holdings, CAPE may share significant positions with broad-market funds.

CAPE overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. CAPE tax-loss harvesting finds highly correlated but non-identical funds.

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CAPE vs SPY CAPE vs QQQ CAPE vs VOO CAPE vs VTI CAPE vs IVV CAPE vs SCHD CAPE vs VYM CAPE vs VXUS