ETF overlap tool - which funds hold the same stocks

How much of one fund is already inside another, measured from their SEC filings.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

268 funds, every equity position each reports to the SEC, filings dated Mar 31, 2026 to Jun 30, 2026. Coverage is the share of each fund those positions add up to, so a fund holding futures or cash shows less than 100, and both coverages are shown with every pair.

ETF overlap calculator: compare two to five funds

Pick the funds you hold or are looking at. The overlap is read from the positions each one reported to the SEC, so it is the same number the table below uses.

SCHVSchwab U.S. Large-Cap Value ETF
VONVVANGUARD RUSSELL 1000 VALUE INDEX FUND

Up to 5 funds at a time.

SCHV and VONV

75.4%

492 shared positions

Reported positions cover SCHV 100%, VONV 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

Open SCHV vs VONV as its own page

Holdings they share

StockIn SCHVIn VONVCounted
MUMicron Technology Inc3.54%3.22%3.22%
BRK.ABerkshire Hathaway Inc2.82%2.60%2.60%
JPMORGAN CHASE & CO2.62%2.27%2.27%
EXXON MOBIL CORP1.97%1.82%1.82%
JNJJohnson & Johnson1.76%1.61%1.61%
INTCIntel Corp1.75%1.50%1.50%
CSCOCisco Systems Inc1.54%1.42%1.42%
WMTWalmart Inc1.65%1.35%1.35%
CATCaterpillar Inc1.32%1.06%1.06%
CVXChevron Corp1.11%1.02%1.02%

Only in SCHV

LRCXLam Research Corp1.29%
ABBVAbbVie Inc1.25%
ORCLOracle Corp1.24%
STXSeagate Technology Holdings PLC0.62%
APHAmphenol Corp0.59%
HWMHowmet Aerospace Inc0.34%
AMTAmerican Tower Corp0.28%
BXBlackstone Inc0.28%
NXPINXP Semiconductors NV0.26%
WMWaste Management Inc0.25%

Only in VONV

GOOGLAlphabet Inc4.21%
AMZNAmazon.com Inc2.12%
UNHUnitedHealth Group Inc1.03%
AMDAdvanced Micro Devices Inc1.02%
METAMeta Platforms Inc0.73%
SANDISK CORP/DE0.72%
LINLinde PLC0.69%
TMOThermo Fisher Scientific Inc0.55%
DISWalt Disney Co/The0.54%
BLKBlackRock Funding Inc/DE0.47%

Fund pairs with the most shared weight

Sorted by how much of one fund is inside the other. Same index funds sit at the top by construction.

FundFundOverlapSharedCoverage
SPYVOOVANGUARD 500 INDEX FUND99.8%498100% / 100%
IJHiShares Core S&P Mid-Cap ETFMDYState Street SPDR S&P MidCap 400SM ETF Trust99.5%400100% / 99%
IJHiShares Core S&P Mid-Cap ETFSPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF97.6%391100% / 100%
MDYState Street SPDR S&P MidCap 400SM ETF TrustSPMDState Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF97.4%39199% / 100%
IVWiShares S&P 500 Growth ETFSPYGState Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF97.4%142100% / 100%
SPYVVVANGUARD LARGE-CAP INDEX FUND96.3%394100% / 100%
VOOVANGUARD 500 INDEX FUNDVVVANGUARD LARGE-CAP INDEX FUND96.2%395100% / 100%
FENYFidelity MSCI Energy Index ETFVDEVANGUARD ENERGY INDEX FUND95.7%92100% / 100%
IVViShares Core S&P 500 ETFSPY95.5%478100% / 100%
IVViShares Core S&P 500 ETFVOOVANGUARD 500 INDEX FUND95.3%477100% / 100%

Stocks held by the most funds

Which companies appear across the most funds in the set, and at what average weight where they appear.

StockFundsAvg weight
ORCLOracle Corp910.6%
KOCoca-Cola Co/The900.7%
NVDANVIDIA Corp827.2%
AVGOBroadcom Inc793.7%
MRKMerck & Co Inc781.0%
NTRSNorthern Trust Corp770.3%
MSFTMicrosoft Corp754.6%
AAPLApple Inc736.2%
INTCIntel Corp731.8%
KLACKLA Corp731.2%

Questions people ask

What is ETF overlap?

The share of two funds that is invested in the same companies, weighted by how much each fund holds of them. Two funds with different names can hold mostly the same stocks, so owning both adds less variety than the two names suggest.

How much ETF overlap is too much?

There is no single threshold. Two funds tracking the same index overlap almost completely by design, and a sector fund inside a broad index fund overlaps by roughly that sector's weight. What the number does is replace a guess with a measurement, so the composition of a portfolio is known rather than assumed.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

How is this ETF overlap comparison different from other overlap tools?

It reads the positions each fund reported to the SEC in its latest N-PORT filing, not a vendor feed, and shows each fund's coverage next to every number so you can see how much of the fund the comparison actually saw. It covers US-listed equity ETFs only: UCITS funds do not file N-PORT, so they are not in the set.

Funds in this week's set

One page per fund with its reported positions, sector split and the funds most like it.

For what the number does and does not tell you, and how to check two funds of your own: read the ETF overlap guide

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.