ETF Overlap Tool
Enter up to six ETFs to see how much of each is the same securities. Overlap by weight is the sum, over every holding two funds share, of the smaller of the two weights: 100% means identical portfolios, 0% means nothing in common.
Overlap by weight
208 holdings in all 2 funds| Fund | BIV | JCPB | Positions | Holdings |
|---|---|---|---|---|
| BIVVanguard Intermediate-Term Bond ETF | — | 6% 208 shared |
2,377 | as of Sep 30, 2026issuer data |
| JCPBJPMorgan Core Plus Bond ETF | 6% 208 shared | — | 2,789 | as of Oct 20, 2026issuer data |
Each cell: overlap by weight, and how many positions the two funds share. Stocks, funds and bonds are compared, a bond by its own identifier and a Treasury bill by its maturity date; cash and derivatives are not, and a fund that is partly either shows how much of it is compared.
Held by both funds
5.7% common weight| Holding | BIV | JCPB | Smallest |
|---|---|---|---|
| United States Treasury Note/Bond 4%, due Nov 15, 2035 | 2.03% | 0.93% | 0.93% |
| United States Treasury Note/Bond 4.25%, due Nov 15, 2034 | 2.07% | 0.58% | 0.58% |
| United States Treasury Note/Bond 4.375%, due May 15, 2034 | 2.11% | 0.46% | 0.46% |
| Bank of America Corp 5.045%, due Feb 6, 2037 | 0.11% | 0.14% | 0.11% |
| AerCap Ireland Capital DAC / AerCap Global Aviation Trust 3.3%, due Jan 30, 2032 | 0.10% | 0.10% | 0.10% |
| United States Treasury Note/Bond 4.625%, due Feb 15, 2035 | 2.09% | 0.09% | 0.09% |
| Citigroup Inc 5.86%, due Sep 24, 2037 | 0.08% | 0.12% | 0.08% |
| Wells Fargo & Co 4.96%, due Jan 23, 2037 | 0.08% | 0.21% | 0.08% |
| Amazon.com Inc 5.3%, due Jul 9, 2036 | 0.10% | 0.08% | 0.08% |
| Goldman Sachs Group Inc/The 4.939%, due Oct 21, 2036 | 0.06% | 0.14% | 0.06% |
| Philip Morris International Inc 5.375%, due Feb 15, 2033 | 0.06% | 0.13% | 0.06% |
| Abbott Laboratories 4.65%, due Mar 15, 2036 | 0.07% | 0.06% | 0.06% |
| HSBC Holdings PLC 5.279%, due Mar 10, 2037 | 0.06% | 0.10% | 0.06% |
| Honeywell Aerospace Inc 4.95%, due Mar 16, 2036 | 0.06% | 0.13% | 0.06% |
| Goldman Sachs Group Inc/The 5.094%, due Apr 20, 2034 | 0.06% | 0.06% | 0.06% |
| Space Exploration Technologies Corp 5.65%, due Jul 15, 2033 | 0.10% | 0.06% | 0.06% |
| Wells Fargo & Co 5.832%, due Sep 24, 2037 | 0.06% | 0.07% | 0.06% |
| Verizon Communications Inc 5%, due Jan 15, 2036 | 0.05% | 0.06% | 0.05% |
| Amazon.com Inc 4.875%, due Mar 13, 2036 | 0.10% | 0.05% | 0.05% |
| Citigroup Inc 5.827%, due Feb 13, 2035 | 0.05% | 0.05% | 0.05% |
| HSBC Holdings PLC 5.729%, due Aug 14, 2037 | 0.05% | 0.15% | 0.05% |
| Eaton Corp 4.8%, due Mar 6, 2036 | 0.05% | 0.09% | 0.05% |
| Morgan Stanley 5.073%, due Jan 30, 2037 | 0.05% | 0.05% | 0.05% |
| Goldman Sachs Group Inc/The 5.065%, due Jan 21, 2037 | 0.08% | 0.04% | 0.04% |
| Wells Fargo & Co 5.557%, due Jul 25, 2034 | 0.08% | 0.04% | 0.04% |
| Oracle Corp 5.7%, due Feb 4, 2036 | 0.10% | 0.04% | 0.04% |
| Goldman Sachs Group Inc/The 5.425%, due Jun 3, 2037 | 0.04% | 0.10% | 0.04% |
| Verizon Communications Inc 6.05%, due May 14, 2058 | 0.04% | 0.09% | 0.04% |
| Morgan Stanley 5.831%, due Apr 19, 2035 | 0.04% | 0.04% | 0.04% |
| Cheniere Energy Partners LP 5.75%, due Aug 15, 2034 | 0.03% | 0.12% | 0.03% |
| BP Capital Markets America Inc 5.227%, due Nov 17, 2034 | 0.03% | 0.05% | 0.03% |
| Uber Technologies Inc 4.8%, due Sep 15, 2034 | 0.03% | 0.04% | 0.03% |
| Truist Financial Corp 5.867%, due Jun 8, 2034 | 0.03% | 0.03% | 0.03% |
| Amgen Inc 4.85%, due Feb 19, 2036 | 0.03% | 0.09% | 0.03% |
| PNC Financial Services Group Inc/The 6.875%, due Oct 20, 2034 | 0.04% | 0.03% | 0.03% |
| HSBC Holdings PLC 5.208%, due May 12, 2034 | 0.03% | 0.04% | 0.03% |
| T-Mobile USA Inc 5.15%, due Apr 15, 2034 | 0.04% | 0.03% | 0.03% |
| AbbVie Inc 4.55%, due Mar 15, 2035 | 0.04% | 0.03% | 0.03% |
| Solventum Corp 5.6%, due Mar 23, 2034 | 0.03% | 0.08% | 0.03% |
| Dominion Energy Inc 6.625%, due May 15, 2055 | 0.03% | 0.03% | 0.03% |
| Toronto-Dominion Bank/The 4.866%, due Apr 22, 2033 | 0.03% | 0.07% | 0.03% |
| Baker Hughes Holdings LLC / Baker Hughes Co-Obligor Inc 5%, due Jun 15, 2036 | 0.03% | 0.13% | 0.03% |
| AbbVie Inc 5.3%, due Sep 15, 2036 | 0.03% | 0.11% | 0.03% |
| Bank of America Corp 3.846%, due Mar 8, 2037 | 0.03% | 0.06% | 0.03% |
| Space Exploration Technologies Corp 5.875%, due Jul 15, 2036 | 0.10% | 0.03% | 0.03% |
| Morgan Stanley 5.605%, due Jul 17, 2037 | 0.03% | 0.07% | 0.03% |
| HCA Inc 5.6%, due Apr 1, 2034 | 0.03% | 0.03% | 0.03% |
| Charter Communications Operating LLC / Charter Communications Operating Capital 6.55%, due Jun 1, 2034 | 0.03% | 0.10% | 0.03% |
| Ford Motor Credit Co LLC 6.467%, due May 22, 2036 | 0.02% | 0.10% | 0.02% |
| Sysco Holdings Corp/ Sysco Corp 5.95%, due Jun 6, 2036 | 0.02% | 0.07% | 0.02% |
| Synopsys Inc 5%, due Apr 1, 2032 | 0.02% | 0.07% | 0.02% |
| Bank of America Corp 4.571%, due Apr 27, 2033 | 0.06% | 0.02% | 0.02% |
| Goldman Sachs Group Inc/The 5.33%, due Jul 23, 2035 | 0.07% | 0.02% | 0.02% |
| Charles Schwab Corp/The 5.493%, due May 21, 2037 | 0.02% | 0.09% | 0.02% |
| Santander UK Group Holdings PLC 6.046%, due Sep 15, 2037 | 0.02% | 0.08% | 0.02% |
| Virginia Electric and Power Co 5.65%, due Aug 15, 2036 | 0.02% | 0.06% | 0.02% |
| Morgan Stanley 5.948%, due Jan 19, 2038 | 0.04% | 0.02% | 0.02% |
| BP Capital Markets America Inc 4.812%, due Feb 13, 2033 | 0.05% | 0.02% | 0.02% |
| Bank of America Corp 5.425%, due Aug 15, 2035 | 0.02% | 0.02% | 0.02% |
| Philip Morris International Inc 5.25%, due Feb 13, 2034 | 0.04% | 0.02% | 0.02% |
Reading overlap
Two funds with 80% overlap move together and holding both mostly doubles one exposure and both fees. Low overlap is not the same as diversification: two funds can share no holdings and still be driven by the same factor. To see what a whole portfolio owns, use the portfolio x-ray.
Holdings come from each issuer's daily file where we have one and otherwise from the fund's latest SEC filing, so the two sides of a comparison can be from different dates. The table shows each fund's date.
Bond funds are matched issue by issue: two Treasury funds overlap only where they hold the same bill, note or bond. A fund of short-dated bills replaces its whole portfolio every few months, so holdings from an older filing may have matured; the table says when they have.
Fund data comes from each fund's SEC filings and issuer disclosures and is shown with the date it is as of. SEC portfolio and flow filings become public about 60 days after the period they cover. Nothing here is investment advice; see Terms.