ETF Overlap Calculator
ETF Overlap Calculator
vs
The 2-fund overlap check is free. Forever. No signup.Comparing mutual funds?
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
ETF Overlap Calculator
See what your ETFs share
vs
The 2-fund overlap check is free. Forever. No signup.Comparing mutual funds?
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Questions people ask
How much ETF overlap is too much?
Above 70% is high redundancy. 40% to 70% is moderate. Below 40% is genuinely complementary.
How is overlap calculated?
We compare the holdings of both funds and total the portfolio weight each one has in names the other also holds.
Why does overlap matter?
High overlap quietly removes the diversification you thought you were buying and concentrates your risk in a handful of names.