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
53 holdings in all 2 funds| Fund | DFSD | NEAR | Positions | Holdings |
|---|---|---|---|---|
| DFSDDimensional Short-Duration Fixed Income ETF | — | 2% 53 shared |
1,530 | as of Oct 20, 2026issuer data |
| NEARiShares Short Duration Bond Active ETF | 2% 53 shared | — | 1,941 | 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 | DFSD | NEAR | Smallest |
|---|---|---|---|
| EQUINIX I 3.2% 11/18/29, due Nov 18, 2029 | 0.23% | 0.14% | 0.14% |
| EQUINIX E 5.25% 08/15/31, due Aug 15, 2031 | 0.12% | 0.29% | 0.12% |
| ADVANCED 5.% 08/17/31, due Aug 17, 2031 | 0.31% | 0.10% | 0.10% |
| DOW CH 4.800000% 01/15/31, due Jan 15, 2031 | 0.09% | 0.13% | 0.09% |
| PHILIP MO 5.125% 02/13/31, due Feb 13, 2031 | 0.09% | 0.15% | 0.09% |
| EQUINIX E 4.6% 11/15/30, due Nov 15, 2030 | 0.09% | 0.12% | 0.09% |
| GLENCORE 5.371% 04/04/29, due Apr 4, 2029 | 0.11% | 0.08% | 0.08% |
| BROADCOM 2.45% 02/15/31, due Feb 15, 2031 | 0.17% | 0.08% | 0.08% |
| PHILIP MO 4.875% 02/15/28, due Feb 15, 2028 | 0.07% | 0.08% | 0.07% |
| BAT INTER 5.931% 02/02/29, due Feb 2, 2029 | 0.07% | 0.09% | 0.07% |
| EQUINIX I 2.15% 07/15/30, due Jul 15, 2030 | 0.07% | 0.06% | 0.06% |
| BROADCOM 4.3% 01/15/31, due Jan 15, 2031 | 0.06% | 0.07% | 0.06% |
| UNITED ST 5.2% 08/01/31, due Aug 1, 2031 | 0.06% | 0.11% | 0.06% |
| AMERICAN 5.2% 02/15/29, due Feb 15, 2029 | 0.05% | 0.07% | 0.05% |
| HCA INC 5.25% 03/01/30, due Mar 1, 2030 | 0.05% | 0.12% | 0.05% |
| ABBVIE IN 4.125% 03/15/31, due Mar 15, 2031 | 0.10% | 0.05% | 0.05% |
| MERCK & C 4.15% 03/15/31, due Mar 15, 2031 | 0.39% | 0.05% | 0.05% |
| ELEVANCE 5.15% 06/15/29, due Jun 15, 2029 | 0.05% | 0.05% | 0.05% |
| NVIDIA CO 4.5% 06/15/31, due Jun 15, 2031 | 0.04% | 0.22% | 0.04% |
| FIRSTENER 4.55% 03/15/31, due Mar 15, 2031 | 0.04% | 0.07% | 0.04% |
| DELL INTE 4.5% 02/15/31, due Feb 15, 2031 | 0.04% | 0.04% | 0.04% |
| PHILIP 4.375% 04/30/30, due Apr 30, 2030 | 0.04% | 0.08% | 0.04% |
| NEXTERA E 2.25% 06/01/30, due Jun 1, 2030 | 0.23% | 0.04% | 0.04% |
| PHILIP MO 4.% 10/29/30, due Oct 29, 2030 | 0.04% | 0.09% | 0.04% |
| HCA INC 4.3% 11/15/30, due Nov 15, 2030 | 0.04% | 0.11% | 0.04% |
| GLENCORE 5.186% 04/01/30, due Apr 1, 2030 | 0.03% | 0.20% | 0.03% |
| ENERGY TR 5.25% 07/01/29, due Jul 1, 2029 | 0.03% | 0.07% | 0.03% |
| GLENCORE 5.4% 05/08/28, due May 8, 2028 | 0.03% | 0.03% | 0.03% |
| CITIBANK 4.914% 05/29/30, due May 29, 2030 | 0.02% | 0.08% | 0.02% |
| THERMO FI 4.215% 02/12/31, due Feb 12, 2031 | 0.13% | 0.02% | 0.02% |
| T-MOBILE 3.875% 04/15/30, due Apr 15, 2030 | 0.02% | 0.12% | 0.02% |
| BAT CAPIT 6.343% 08/02/30, due Aug 2, 2030 | 0.02% | 0.07% | 0.02% |
| ENERGY TR 5.2% 04/01/30, due Apr 1, 2030 | 0.02% | 0.03% | 0.02% |
| VICI PROP 4.95% 02/15/30, due Feb 15, 2030 | 0.05% | 0.02% | 0.02% |
| JERSEY CE 4.6% 01/15/30, due Jan 15, 2030 | 0.02% | 0.08% | 0.02% |
| HUMANA IN 5.375% 04/15/31, due Apr 15, 2031 | 0.02% | 0.02% | 0.02% |
| LYB INTER 5.125% 01/15/31, due Jan 15, 2031 | 0.02% | 0.12% | 0.02% |
| BROADCOM 4.6% 07/15/30, due Jul 15, 2030 | 0.02% | 0.04% | 0.02% |
| AMERICAN 5.% 01/31/30, due Jan 31, 2030 | 0.11% | 0.01% | 0.01% |
| NEXTERA E 4.9% 03/15/29, due Mar 15, 2029 | 0.07% | 0.01% | 0.01% |
| ENERGY TR 4.55% 01/15/31, due Jan 15, 2031 | 0.01% | 0.04% | 0.01% |
| ENERGY TR 6.1% 12/01/28, due Dec 1, 2028 | 0.01% | 0.11% | 0.01% |
| BAT INTER 4.448% 03/16/28, due Mar 16, 2028 | 0.05% | 0.01% | 0.01% |
| AMERICAN 2.9% 01/15/30, due Jan 15, 2030 | 0.03% | 0.01% | 0.01% |
| BROADCOM 4.15% 11/15/30, due Nov 15, 2030 | 0.01% | 0.07% | 0.01% |
| BROADCOM 4.2% 10/15/30, due Oct 15, 2030 | 0.01% | 0.03% | 0.01% |
| US T-NOTE 1.75% 01/31/29, due Jan 31, 2029 | 0.01% | 1.35% | 0.01% |
| NTT FINAN 4.876% 07/16/30, due Jul 16, 2030 | 0.37% | 0.01% | 0.01% |
| BAT CAPIT 5.834% 02/20/31, due Feb 20, 2031 | 0.01% | 0.10% | 0.01% |
| GENERAL M 4.6% 01/08/31, due Jan 8, 2031 | 0.01% | 0.04% | 0.01% |
| EQUINIX I 1.80% 07/15/27, due Jul 15, 2027 | 0.01% | 0.04% | 0.01% |
| BROADCOM 4.% 04/15/29, due Apr 15, 2029 | 0.01% | 0.03% | 0.01% |
| RYDER SYS 5.25% 06/01/28, due Jun 1, 2028 | 0.00% | 0.00% | 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.