Holdings Overlap Analysis

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

UMI ETF Overlap Analysis

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

UMI portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, UMI may share significant positions with broad-market funds.

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

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