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
40 holdings in all 2 funds| Fund | CSSD | FPE | Positions | Holdings |
|---|---|---|---|---|
| CSSDCohen & Steers Short Duration Preferred and Income Active ETF | — | 18% 40 shared |
159 | as of Jun 30, 2026SEC filing |
| FPEFirst Trust Preferred Securities and Income ETF | 18% 40 shared | — | 259 | 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
18.2% common weight| Holding | CSSD | FPE | Smallest |
|---|---|---|---|
| CITIGROUP INC 6.625%, due Feb 15, 2031 | 2.03% | 1.37% | 1.37% |
| BANK OF MONTREAL 7.7%, due May 26, 2084 | 1.80% | 1.07% | 1.07% |
| GOLDMAN SACHS GROUP INC 7.5%, due May 10, 2029 | 0.93% | 1.11% | 0.93% |
| BARCLAYS PLC 8%, due Mar 15, 2029 | 0.91% | 1.76% | 0.91% |
| ROYAL BANK OF CANADA 6.75%, due Aug 24, 2085 | 1.86% | 0.90% | 0.90% |
| ING GROEP NV 7%, due Nov 16, 2032 | 0.89% | 0.97% | 0.89% |
| CANADIAN IMPERIAL BANK 7%, due Oct 28, 2085 | 0.89% | 0.75% | 0.75% |
| HSBC HOLDINGS PLC 7.05%, due Jun 5, 2030 | 1.33% | 0.70% | 0.70% |
| BNP PARIBAS 8.5%, due Aug 14, 2028 | 0.68% | 0.90% | 0.68% |
| JPMORGAN CHASE & CO 6.875%, due Jun 1, 2029 | 0.68% | 1.27% | 0.68% |
| WELLS FARGO & COMPANY 6.125%, due Jun 15, 2031 | 0.66% | 0.71% | 0.66% |
| BNP PARIBAS 7.75%, due Aug 16, 2029 | 0.68% | 0.63% | 0.63% |
| CITIGROUP INC 6.875%, due Aug 15, 2030 | 1.86% | 0.61% | 0.61% |
| GLOBAL ATLANTIC FIN CO 7.25%, due Mar 1, 2056 | 0.56% | 0.66% | 0.56% |
| BNP PARIBAS 8%, due Aug 22, 2031 | 2.08% | 0.48% | 0.48% |
| BARCLAYS PLC 9.625%, due Dec 15, 2029 | 0.48% | 0.47% | 0.47% |
| BANK OF NOVA SCOTIA 7.35%, due Apr 27, 2085 | 0.45% | 0.65% | 0.45% |
| NOMURA HOLDINGS INC 7%, due Jul 15, 2030 | 0.44% | 0.53% | 0.44% |
| CHARLES SCHWAB CORP 6.1%, due Jun 1, 2031 | 0.57% | 0.40% | 0.40% |
| EMERA US FINANCE LLC 6.65%, due Oct 1, 2056 | 0.88% | 0.40% | 0.40% |
| BANCO SANTANDER SA 9.625%, due Nov 21, 2028 | 2.35% | 0.39% | 0.39% |
| BANK OF AMERICA CORP 6.625%, due May 1, 2030 | 0.39% | 2.65% | 0.39% |
| JPMORGAN CHASE & CO 6.1%, due Jul 1, 2031 | 0.67% | 0.36% | 0.36% |
| GLOBAL ATLANTIC FIN CO 7.95%, due Oct 15, 2054 | 0.33% | 0.62% | 0.33% |
| BANK OF MONTREAL 6.875%, due Nov 26, 2085 | 1.31% | 0.29% | 0.29% |
| HSBC HOLDINGS PLC 6.75%, due Mar 24, 2031 | 1.30% | 0.26% | 0.26% |
| BANCO BILBAO VIZCAYA ARG 7.125%, due May 8, 2033 | 0.44% | 0.25% | 0.25% |
| ARES FINANCE CO 4.125%, due Jun 30, 2051 | 0.25% | 0.70% | 0.25% |
| COBANK ACB 7.25%, due Jul 1, 2029 | 0.55% | 0.21% | 0.21% |
| COBANK ACB 6.75%, due Jul 1, 2031 | 0.54% | 0.21% | 0.21% |
| TMUSL | 0.40% | 0.20% | 0.20% |
| HARTFORD INSUR GRP INC 6.038%, due Feb 12, 2047 | 0.20% | 0.22% | 0.20% |
| PNC FINANCIAL SERVICES 6.25%, due Mar 15, 2030 | 0.16% | 0.56% | 0.16% |
| EVERSOURCE ENERGY 6.1%, due Aug 15, 2056 | 0.79% | 0.15% | 0.15% |
| HUNTINGTON BANCSHARES 6.25%, due Oct 15, 2030 | 0.14% | 0.79% | 0.14% |
| STATE STREET CORP 6.7%, due Sep 15, 2029 | 0.11% | 0.47% | 0.11% |
| STATE STREET CORP 6.7%, due Mar 15, 2029 | 0.11% | 0.22% | 0.11% |
| CITIGROUP INC 7.2%, due May 15, 2029 | 0.09% | 0.12% | 0.09% |
| TELUS CORP 6.625%, due Jun 9, 2056 | 0.06% | 0.31% | 0.06% |
| DOMINION ENERGY INC 6.875%, due Feb 1, 2055 | 0.43% | 0.06% | 0.06% |
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.