Fund overlap
How much of one fund is already inside another: for every company in both, the smaller of its two weights, added up.
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Where it misleads
It measures weight in common, not whether the funds behave alike: two funds with little overlap can still move together when their companies depend on the same things. Each fund is read at its own filing date, which can be a few months apart.
How it is computed here
Computed from the two funds' latest N-PORT filings on SEC EDGAR, company by company: if one fund holds 8% in Apple and the other 5%, they share 5% in Apple. The sum over every company in both is the overlap, from 0% (nothing in common) to close to 100% (the same fund twice).
Worked example
- VOO and QQQ, each from its latest filing (30 Jun 2026 and 30 Jun 2026): for every company in both, the smaller of its two weights.
- Added up over the 88 companies they share: 55%. That much of the smaller fund is already inside the larger one.
Real funds, opened with their public Form N-PORT on SEC EDGAR — the demo holds none. Signed in with funds of your own, this is worked on yours.
Where it misleads
It measures weight in common, not whether the funds behave alike: two funds with little overlap can still move together when their companies depend on the same things. Each fund is read at its own filing date, which can be a few months apart.