ETF overlap calculator
Make every ETF earn its place.
See what your ETFs own together, test lower-overlap alternatives in your full portfolio, and monitor meaningful changes over time.
Portfolio Review
Free analysis + one what-ifSee what you really own, where it repeats, and one change worth testing.
Covers 74 US-listed ETFs and 6 European UCITS funds (CNDX, CSPX, EIMI, IWDA, VUAA, VWCE). Mix them freely and weight each fund by the amount you hold.
Portfolio what-if
ETF positions only. Results use dated equity positions from official issuer files and SEC filings. Cash, derivatives, and other non-equity assets are excluded. See methodology for formulas and limitations.
Portfolio Review + Monitoring
One decision service, not another portfolio dashboard.
The free tool shows one complete scenario. The annual service reviews the whole supported portfolio, records the baseline you choose, and keeps checking the holdings behind it.
- Full review across every supported ETF you submit
- Every qualifying same-role what-if scenario
- A dated holdings baseline for the portfolio you choose
- 12 monthly holdings checks
- Human review when a material change is detected
Popular overlap checks: 🇺🇸 US-listed
🇪🇺 European UCITS
VWCE, IWDA, CSPX & friends, using dated equity positions represented in official Vanguard and iShares holdings files. New to UCITS overlap? Start with the guide for European investors.
Browse all funds and comparisons → · Which ETFs hold a given stock? → · ETF & stock max pain (on Quant Data) →