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ETF Overlap Calculator

Free ETF comparison and holdings overlap tool: pick two funds for side-by-side facts, returns, and how much their portfolios overlap by weight. Popular searches include JEPI vs JEPQ, SCHD vs VIG, VTI vs VXUS, and VOO vs QQQ — use the presets below or jump to popular vs comparisons.

Compare two ETFs at a time. Holdings data is sourced from periodic SEC filings.

Only funds we have loaded appear in search; type at least two letters and pick from the list. See how this calculator works and how to use it below, plus FAQ at the bottom. This tool is for education only, not investment advice.

How this ETF overlap calculator works

  • Overlap by weight (the donut chart) is the sum of the lesser portfolio weight in each fund for every shared holding (matched by CUSIP when present, else ticker).
  • Overlap (holdings) is the average of each fund’s “% of positions also in the other fund” by count. The Venn diagram shows how many positions are unique vs shared.
  • Sector weight differences roll holdings into the 11 GICS sectors; expand a row to see companies in that sector.
  • Premium GICS drill-down lets you pick a sector and explore industry groups, industries, and holdings.

Holdings come from SEC N-PORT filings loaded into our database; each fund card shows the filing date, when we retrieved the snapshot, and the data source. Overlap is not a buy/sell signal—use it to sanity-check diversification when stacking similar index ETFs.

How to use this calculator

  1. Enter two ETF tickers (or choose a popular comparison preset).
  2. Click Calculate overlap.
  3. Review overlap by weight, shared holdings, sector differences, and optional export or share links on the results cards.

Compare two ETFs

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At a glance

Summary View

Overlapping Holdings

TickerNameWeight in fund 1Weight in fund 2Overlap

Exclusive Holdings

Weight Gaps

ETF 1 Holdings

HoldingWeight

ETF 2 Holdings

HoldingWeight

Popular ETF vs ETF comparisons

Holdings overlap by weight is one slice of an “X vs Y” decision. After you run a pair, use Compare returns on the results for historical total return (with dividends). Fund cards show yield and category when available; quote pages have more fund details.

Quick links

JEPI vs JEPQ· SCHD vs VYM· SCHD vs VIG· VTI vs VXUS· QQQ vs VUG· JEPI vs SCHD· BND vs AGG· VOO vs QQQ

JEPI vs JEPQ

JPMorgan equity premium income on the S&P 500 vs the Nasdaq-100. Compare holdings overlap plus distribution style; both use option overlays on different benchmarks.

SCHD vs VYM

Schwab US Dividend Equity vs Vanguard High Dividend Yield. See how much dividend ETF overlap you get when mixing quality screens with a broad high-yield index.

SCHD vs VIG

Dividend quality (SCHD) vs dividend growth (VIG). Overlap shows shared large-cap dividend names versus strategy-specific tilts.

VTI vs VXUS

US total market vs international ex-US. Expect low overlap by design — useful when building a global allocation and checking you are not accidentally doubling up domestically elsewhere.

QQQ vs VUG

Nasdaq-100 vs Vanguard Growth ETF. High overlap is common; overlap by weight shows how redundant a growth + QQQ stack may be.

JEPI vs SCHD

Covered-call income vs dividend quality. Compare shared mega-cap exposure when blending option-income and dividend sleeves.

BND vs AGG

Vanguard Total Bond vs iShares Core US Aggregate. Holdings overlap is typically very high; use overlap to confirm similarity, then compare fees and issuer details on each fund’s quote page.

VOO vs QQQ

S&P 500 vs Nasdaq-100. A core growth tilt check — overlap highlights shared mega-cap tech weight when you hold both broad US and growth.

Frequently asked questions

ETF overlap measures how much two exchange-traded funds invest in the same underlying stocks. Our calculator focuses on overlap by weight: shared names where both funds allocate meaningful portfolio weight, not just a count of matching tickers.

Fund overlap means two funds hold many of the same underlying stocks or bonds. ETF overlap is the same measurement for exchange-traded funds. This tool focuses on ETFs in our catalog and reports overlap by weight: how much portfolio weight sits in shared names, not just a count of matching tickers.

Run JEPI vs JEPQ above for current overlap weight and shared holdings. Both are equity premium income strategies on different benchmarks (S&P 500 vs Nasdaq-100).

Use the VOO vs QQQ preset to see overlap weight and top shared holdings. You can also compare SPY vs QQQ by entering those tickers manually.

Holdings are typically updated from SEC N-PORT and related sources on a quarterly or periodic schedule, not live intraday. Each result shows an as-of date per ETF when available.

Everyone can run comparisons and see summary overlap metrics plus a preview of the top overlapping holdings and overweight tables. Premium subscribers can export the full shared-holdings list to CSV and see every row in each table.

Free (and guest) access includes overlap-by-weight summary, holdings counts, fund cards, and a preview of overlapping holdings, sector weight differences (expand sectors to preview top holdings), and overweight tables (row limit shown on each table). Premium unlocks full sector holdings, GICS industry-group drill-down, CSV export, and complete lists.