Mutual Fund Overlap Calculator
Mutual Fund Overlap Calculator
vs
The 2-fund overlap check is free. Forever. No signup.Comparing ETFs?
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Mutual Fund Overlap Calculator
See what your mutual funds share
vs
The 2-fund overlap check is free. Forever. No signup.Comparing ETFs?
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
Questions people ask
How much mutual fund overlap is too much?
Above 70% is high redundancy. 40% to 70% is moderate. Below 40% is genuinely complementary.
How is overlap calculated?
We compare the holdings of both funds and total the portfolio weight each one has in names the other also holds.
Why does overlap matter?
High overlap quietly removes the diversification you thought you were buying and concentrates your risk in a handful of names.