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
31 holdings in all 2 funds| Fund | BSV | JPLD | Positions | Holdings |
|---|---|---|---|---|
| BSVVanguard Short-Term Bond ETF | — | 4% 31 shared |
3,155 | as of Sep 30, 2026issuer data |
| JPLDJPMorgan Limited Duration Bond ETF | 4% 31 shared | — | 780 | as of Oct 21, 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
4.0% common weight| Holding | BSV | JPLD | Smallest |
|---|---|---|---|
| United States Treasury Note/Bond 3.5%, due Jan 31, 2028 | 1.09% | 1.86% | 1.09% |
| United States Treasury Note/Bond 3.375%, due Nov 30, 2027 | 0.69% | 1.07% | 0.69% |
| United States Treasury Note/Bond 3.375%, due Feb 29, 2028 | 0.60% | 1.14% | 0.60% |
| United States Treasury Note/Bond 4.125%, due Jun 30, 2028 | 0.83% | 0.57% | 0.57% |
| United States Treasury Note/Bond 4.375%, due Sep 15, 2029 | 0.40% | 3.63% | 0.40% |
| United States Treasury Note/Bond 4.75%, due Sep 30, 2028 | 0.83% | 0.26% | 0.26% |
| United States Treasury Note/Bond 3.5%, due Jan 15, 2029 | 0.20% | 0.11% | 0.11% |
| Morgan Stanley 5.173%, due Jan 16, 2030 | 0.05% | 0.24% | 0.05% |
| Goldman Sachs Group Inc/The 5.24%, due Jul 21, 2032 | 0.03% | 0.18% | 0.03% |
| HSBC Holdings PLC 5.243%, due Aug 14, 2032 | 0.02% | 0.10% | 0.02% |
| Wells Fargo & Co 4.078%, due Sep 15, 2029 | 0.02% | 0.29% | 0.02% |
| Morgan Stanley 5.192%, due Apr 17, 2031 | 0.01% | 0.16% | 0.01% |
| Morgan Stanley Bank NA 4.788%, due May 10, 2030 | 0.01% | 0.21% | 0.01% |
| Morgan Stanley 4.868%, due Jul 12, 2029 | 0.01% | 0.17% | 0.01% |
| Capital One Financial Corp 4.493%, due Sep 11, 2031 | 0.01% | 0.23% | 0.01% |
| Citigroup Inc 4.952%, due May 7, 2031 | 0.01% | 0.17% | 0.01% |
| Canadian Imperial Bank of Commerce 5.627%, due Sep 27, 2030 | 0.01% | 0.20% | 0.01% |
| Citigroup Inc 4.786%, due Mar 4, 2029 | 0.01% | 0.41% | 0.01% |
| Banco Bilbao Vizcaya Argentaria SA 4.977%, due Sep 3, 2029 | 0.01% | 0.20% | 0.01% |
| Banco Santander SA 4.6%, due Apr 15, 2029 | 0.01% | 0.31% | 0.01% |
| Banco Santander SA 5.005%, due Aug 25, 2030 | 0.01% | 0.18% | 0.01% |
| Barclays PLC 4.911%, due Jun 26, 2030 | 0.01% | 0.17% | 0.01% |
| Lloyds Banking Group PLC 4.818%, due Jun 13, 2029 | 0.01% | 0.24% | 0.01% |
| HSBC Holdings PLC 4.711%, due May 12, 2030 | 0.01% | 0.12% | 0.01% |
| Santander Holdings USA Inc 5.04%, due Jun 5, 2030 | 0.01% | 0.13% | 0.01% |
| Nomura Holdings Inc 4.996%, due Jun 29, 2029 | 0.01% | 0.12% | 0.01% |
| Barclays PLC 4.219%, due May 24, 2030 | 0.01% | 0.10% | 0.01% |
| Marvell Technology Inc 4.75%, due Jul 15, 2030 | 0.01% | 0.10% | 0.01% |
| Santander UK Group Holdings PLC 4.32%, due Sep 22, 2029 | 0.00% | 0.10% | 0.00% |
| Goldman Sachs Group Inc/The 4.153%, due Oct 21, 2029 | 0.00% | 0.24% | 0.00% |
| Goldman Sachs Group Inc/The 5.049%, due Jul 23, 2030 | 0.00% | 0.17% | 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.