ETHSX Mutual Fund Holdings Overlap Calculator | MarketXLS

ETHSX Mutual Fund

NAV$13.59

AUM$560M

TER1.18%

Holdings42

See what you own twice

Check ETHSX against your other funds. Free for up to 5.

Check my overlap

ETHSX Mutual Fund

NAV$13.59

Eaton Vance Worldwide Health Sciences Fund Class A

AUM$560M

TER1.18%

Holdings42

See what you own twice

Check ETHSX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ETHSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ETHSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ETHSX Mutual Fund Overlap Analysis

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

ETHSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, ETHSX may share significant positions with broad-market funds.

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