Holdings Overlap Analysis

Compare OCT 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 OCT shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

OCT ETF Overlap Analysis

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

OCT portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 4 holdings, OCT may share significant positions with broad-market funds.

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

Compare OCT

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