Holdings Overlap Analysis

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

SURI ETF Overlap Analysis

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

SURI portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, SURI may share significant positions with broad-market funds.

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

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