Investor Tool

ETF Overlap & Growth Analyzer

Identify hidden concentration risks and see if your ETFs are secretly holding the same stocks.

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Decision Inputs

Your Portfolio

ETF symbol like VOO or QQQ. This tool analyzes overlap between ETFs.

Percentage of your portfolio in this ETF. Total should be 100%.

ETF symbol like VOO or QQQ. This tool analyzes overlap between ETFs.

Percentage of your portfolio in this ETF. Total should be 100%.

Advanced Tool Locked

The ETF Overlap & Growth Analyzer is part of our Pro decision-support suite. Sign in or upgrade to unlock full access.

Analysis Result

Enter your ETFs and click Audit to see results.

Risks & Limitations

  • Analysis is based on historical correlation and top 10 holdings, not real-time full-portfolio transparency.
  • Does not account for non-equity assets (bonds, crypto) held within balanced funds.
  • Heuristic model is optimized for major US-listed ETFs and may be less accurate for international or niche thematic funds.

Next Steps

Data Sources
  • Public Fund Prospectuses
  • Historical Correlation Models
Model Assumptions
  • Equity-only focus
  • Top-10 holding dominance
Last UpdatedFebruary 2025