Free tool
ETF overlap checker
Enter two ISINs to see how much of their portfolios they hold in common, computed from the holdings each fund house publishes.Try: IE00B4L5Y983, IE00B3RBWM25, IE00B5BMR087, LU1681043599, IE00BFY0GT14
How it works
How is ETF overlap calculated?For every holding that appears in both funds, we take the smaller of its two portfolio weights and add them up. A 100% overlap would mean identical portfolios; 0% means no shared positions. Holdings are matched on the issuer name, so the same company is recognised across fund houses.
Why is the overlap a lower bound?Funds disclose their holdings differently: ETFs usually publish the full portfolio, active funds often only their top ten. When a fund publishes part of its portfolio, positions that are not visible cannot be matched, so the true overlap can only be higher than the figure shown. The tool tells you how much of each portfolio was visible.
Which funds can I compare?Any fund or ETF that has already been loaded into FundFacts. If an ISIN is not available yet, load it once through the API with a free key and it will appear here within the hour. The API's overlap endpoint compares up to 1,000 funds at once.
Is a high overlap bad?Not by itself. Two global equity ETFs tracking similar indices are expected to overlap heavily; holding both simply does not add diversification. This tool describes the portfolios; it does not give investment advice.
Built on the overlap endpoint of FundFacts API. Fund names are used to identify the products; FundFacts is independent of every fund house. Nothing here is investment advice.