Compare two portfolios to see how much they overlap. Understand your true diversification by analyzing combined holdings, sectors, and countries.
Ensure each portfolio's weights sum to 100%
Overlap calculations are estimates
Different ETF providers report holdings with varying naming conventions and detail levels. Some holdings may not be matched correctly across providers (e.g., 'Apple' vs 'APPLE INC'). Sector and geographic allocations use official ETF data where available.
Shows what percentage of each ETF's holdings exist within other ETFs (regardless of weight).
/ holdings from exist in
% by weight
| Company | Ticker | Sector | Country | Portfolio 1 Weight | Portfolio 2 Weight | Overlap |
|---|---|---|---|---|---|---|
Shows what percentage of each ETF's holdings are found in other ETFs. A high containment percentage means most holdings from one ETF exist in the other (regardless of weight).
| Source ETF | Target ETF | Common / Total | Containment % | Weight Contained | Interpretation |
|---|---|---|---|---|---|
| / |
| Sector | Portfolio 1 Weight | Portfolio 2 Weight | Change (P2 vs P1) | Overlap |
|---|---|---|---|---|
| Country | Portfolio 1 Weight | Portfolio 2 Weight | Change (P2 vs P1) | Overlap |
|---|---|---|---|---|
Based on your Portfolio 1 holdings, here are simpler alternatives that closely match your current allocation:
Similarity Score