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
37 holdings in all 2 funds| Fund | BIV | UCON | Positions | Holdings |
|---|---|---|---|---|
| BIVVanguard Intermediate-Term Bond ETF | — | 2% 37 shared |
2,377 | as of Sep 30, 2026issuer data |
| UCONFirst Trust Smith Unconstrained Bond ETF | 2% 37 shared | — | 434 | 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
2.1% common weight| Holding | BIV | UCON | Smallest |
|---|---|---|---|
| United States Treasury Note/Bond 4.375%, due May 15, 2036 | 2.06% | 1.03% | 1.03% |
| Oracle Corp 5.7%, due Feb 4, 2036 | 0.10% | 0.13% | 0.10% |
| Wells Fargo & Co 5.605%, due Apr 23, 2036 | 0.09% | 0.20% | 0.09% |
| Citigroup Inc 5.86%, due Sep 24, 2037 | 0.08% | 0.11% | 0.08% |
| Boeing Co/The 6.528%, due May 1, 2034 | 0.07% | 0.48% | 0.07% |
| RTX Corp 6.1%, due Mar 15, 2034 | 0.07% | 0.25% | 0.07% |
| Alphabet Inc 4.7%, due Nov 15, 2035 | 0.06% | 0.23% | 0.06% |
| Goldman Sachs Group Inc/The 5.016%, due Oct 23, 2035 | 0.05% | 0.16% | 0.05% |
| JPMorgan Chase & Co 5.193%, due Feb 5, 2037 | 0.05% | 0.34% | 0.05% |
| Morgan Stanley 5.297%, due Apr 20, 2037 | 0.05% | 0.41% | 0.05% |
| Synopsys Inc 5.15%, due Apr 1, 2035 | 0.04% | 0.24% | 0.04% |
| US Bancorp 4.839%, due Feb 1, 2034 | 0.05% | 0.04% | 0.04% |
| US Bancorp 2.491%, due Nov 3, 2036 | 0.03% | 0.36% | 0.03% |
| Ecolab Inc 5.35%, due Jun 15, 2036 | 0.03% | 0.20% | 0.03% |
| PNC Financial Services Group Inc/The 5.423%, due Jan 25, 2041 | 0.03% | 0.34% | 0.03% |
| Cemex SAB de CV 5.75%, due Jun 5, 2036 | 0.03% | 0.20% | 0.03% |
| Sysco Holdings Corp/ Sysco Corp 5.95%, due Jun 6, 2036 | 0.02% | 0.16% | 0.02% |
| PNC Financial Services Group Inc/The 5.463%, due Jul 21, 2037 | 0.02% | 0.15% | 0.02% |
| General Motors Co 6.25%, due Apr 15, 2035 | 0.02% | 0.19% | 0.02% |
| Charter Communications Operating LLC / Charter Communications Operating Capital 6.05%, due Feb 15, 2032 | 0.02% | 0.26% | 0.02% |
| Accenture Capital Inc 5.6%, due Jul 10, 2036 | 0.02% | 0.12% | 0.02% |
| Goldman Sachs Group Inc/The 5.387%, due Feb 2, 2041 | 0.02% | 0.24% | 0.02% |
| JPMorgan Chase & Co 5.803%, due Jul 23, 2041 | 0.02% | 0.25% | 0.02% |
| Fiserv Inc 5.25%, due Aug 11, 2035 | 0.02% | 0.22% | 0.02% |
| Wells Fargo & Co 5.499%, due Jan 23, 2035 | 0.02% | 0.14% | 0.02% |
| Constellation Energy Generation LLC 4.8%, due Jan 15, 2032 | 0.01% | 0.20% | 0.01% |
| Augusta SpinCo Corp 5.245%, due Mar 23, 2036 | 0.01% | 0.08% | 0.01% |
| First Citizens BancShares Inc/NC 6.254%, due Mar 12, 2040 | 0.01% | 0.53% | 0.01% |
| Constellation Energy Generation LLC 5.3%, due Jun 1, 2036 | 0.01% | 0.25% | 0.01% |
| Mobility Global Inc 6.05%, due Jun 15, 2036 | 0.01% | 0.15% | 0.01% |
| Xcel Energy Inc 5.75%, due Dec 3, 2056 | 0.01% | 0.12% | 0.01% |
| Leidos Inc 5.4%, due Mar 15, 2032 | 0.01% | 0.15% | 0.01% |
| Sysco Holdings Corp/ Sysco Corp 5.8%, due Oct 6, 2033 | 0.01% | 0.10% | 0.01% |
| GLP Capital LP / GLP Financing II Inc 5.625%, due Mar 1, 2036 | 0.01% | 0.14% | 0.01% |
| Ford Motor Credit Co LLC 6.5%, due Feb 7, 2035 | 0.01% | 0.23% | 0.01% |
| Rollins Inc 5.25%, due Feb 24, 2035 | 0.01% | 0.16% | 0.01% |
| Flowserve Corp 5.7%, due May 15, 2036 | 0.00% | 0.25% | 0.00% |
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.