Holdings Overlap Analysis

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

SOFX ETF Overlap Analysis

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

SOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, SOFX may share significant positions with broad-market funds.

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

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