Holdings Overlap Analysis

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

UWM ETF Overlap Analysis

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

UWM portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1994 holdings, UWM may share significant positions with broad-market funds.

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

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