ETF overlap checker: compare what two funds actually hold

ETF overlap is the share of two funds' portfolios invested in the same underlying stocks. Enter two tickers above and PortLens computes it from the funds' actual constituent holdings — overlap by weight (the sum, over every stock both funds hold, of the smaller of its two weights), a table of the largest shared positions, and where the funds' sector exposures genuinely differ. It matters because overlapping funds concentrate a portfolio invisibly: your statement shows two tickers, but the same mega-cap names may dominate both. Methodology, data sources, and limitations are documented here.

What it covers. Any two funds PortLens can resolve to a full constituent list — the fund issuer's own published holdings file, or the fund's SEC N-PORT filing, which covers virtually every US-registered fund. Where a filing is the source it can be weeks or months old, and each result states the date its numbers are as of. A fund PortLens cannot list at least 25 constituents for gets a stated refusal rather than a number computed from a partial list, which would understate overlap badly. The comparisons below are the ones with pages of their own.

Other tools that answer this. Several better-known products report fund overlap or fund holdings in some form, on different terms and at different prices. How PortLens compares with five other portfolio tools sets out what each one measures and where each does more than PortLens does.

A pair PortLens refuses, and you think it shouldn't? Email support@finsightlabs.co — we add comparisons where constituent coverage is good enough to publish honest numbers. Informational only, not investment advice — see disclosures.