Weighted overlap
The sum of the smaller position weight for every holding found in both funds. It measures duplicated capital, not merely the number of repeated names.
Holdings intelligence / compare
Compare the exposure, not the label.
Select two ETFs to measure weighted holdings overlap, shared positions, price correlation, fees and historical risk.
New pair analysis2 funds required
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Reports use the latest normalized issuer holdings and up to five years of adjusted market prices.
Shortcuts
Common comparison questions
Fund directory
Browse by exposure
Open an individual fund profile or use a ticker above to build a pair report.
Research guide
Reading an overlap report
Useful thresholds
Below 30% usually indicates distinct exposure. 30–60% deserves inspection. Above 60% often means the funds play similar portfolio roles.
Correlation
Holdings describe what a fund owns; correlation describes how prices moved. Funds can share few securities and still react similarly to the same economic forces.
Decision rule
High overlap is not automatically bad. It is a problem when duplication is accidental, adds fees, or creates more concentration than the investor intended.