SASS ETF
SASS ETF
$25.03
AUM$76M
TER0.75%
Holdings23
SASS ETF
$25.03
M.D. Sass Concentrated Value ETF
AUM$76M
TER0.75%
Holdings23
SASS ETF Overlap Analysis
SASS overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SASS portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, SASS may share significant positions with broad-market funds.
SASS overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. SASS tax-loss harvesting finds highly correlated but non-identical funds.