Methodology: ETF Overlap Comparison

Our primary interactive tool is ETF holdings overlap calculator. Paste ticker-to-weight rows for two portfolios. Each list is normalized to the total weight you submit, NOT the fund's full holdings.

Inputs in this model

Fund A (ticker:weight, one per line)

Weights may be percentages or relative weights; use the same ticker format for each list.

Fund B (ticker:weight, one per line)

Values entered by the user; not fetched from financial markets.

Data quality and limitations

Calculated values reflect the input assumptions, arithmetic and simplified model described next to results. A change to an input changes the projection, not a real market observation.

ETF holdings, fund costs and distributions change. Confirm current prospectus and issuer data before making decisions.

Security directories use a dated Nasdaq listing snapshot and are not live. Where separately labeled official SEC panels are displayed, companyfacts and filing links are matched to SEC CIK identifiers and carry their own reporting dates. No real-time quote feed is integrated.

Return to the calculator to run an alternative scenario.