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
47 holdings in all 2 funds| Fund | HFSI | JPIE | Positions | Holdings |
|---|---|---|---|---|
| HFSIHartford Strategic Income ETF | — | 1% 47 shared |
953 | as of Jul 31, 2026SEC filing |
| JPIEJPMorgan Income ETF | 1% 47 shared | — | 2,726 | 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
1.4% common weight| Holding | HFSI | JPIE | Smallest |
|---|---|---|---|
| Freddie Mac - STACR 15.12%, due Oct 25, 2050 | 0.26% | 0.48% | 0.26% |
| Fannie Mae - CAS 12.98%, due Nov 25, 2039 | 0.34% | 0.21% | 0.21% |
| Freddie Mac - STACR 10.72%, due Jan 25, 2042 | 0.08% | 0.16% | 0.08% |
| PETROLEOS MEXICANOS 6.75%, due Sep 21, 2047 | 0.07% | 0.07% | 0.07% |
| Freddie Mac - STACR 11.33%, due Mar 25, 2050 | 0.17% | 0.06% | 0.06% |
| ATHENAHEALTH GROUP INC 6.5%, due Feb 15, 2030 | 0.24% | 0.05% | 0.05% |
| Santander Bank Auto Credit-Linked Notes 6.81%, due Jul 17, 2034 | 0.09% | 0.05% | 0.05% |
| BOLIVIA GOVERNMENT 9.45%, due May 14, 2031 | 0.20% | 0.04% | 0.04% |
| Freddie Mac - STACR 11.42%, due Nov 25, 2041 | 0.07% | 0.04% | 0.04% |
| MERIDIAN ARC HOLDCO LLC 6.25%, due Apr 30, 2031 | 0.03% | 0.07% | 0.03% |
| STAPLES INC 10.75%, due Sep 1, 2029 | 0.06% | 0.03% | 0.03% |
| TRANSCANADA TRUST 5.6%, due Mar 7, 2082 | 0.07% | 0.03% | 0.03% |
| UBS GROUP AG 9.25%, due Nov 13, 2033 | 0.04% | 0.03% | 0.03% |
| BOND US BIDCO 1/2/3/G1/2, due Jun 15, 2033 | 0.04% | 0.02% | 0.02% |
| CLARIOS GLOBAL LP/US FIN 6.75%, due Sep 15, 2032 | 0.02% | 0.05% | 0.02% |
| DRC INTERNATIONAL BOND 8.75%, due Apr 16, 2032 | 0.33% | 0.02% | 0.02% |
| AVIS BUDGET CAR/FINANCE 8.38%, due Jun 15, 2032 | 0.03% | 0.02% | 0.02% |
| DOMINION ENERGY INC 4.35%, due Jan 15, 2027 | 0.03% | 0.02% | 0.02% |
| JPMBB Commercial Mortgage Securities Trust 3.78%, due Oct 15, 2048 | 0.02% | 0.08% | 0.02% |
| ENBRIDGE INC 5.75%, due Jul 15, 2080 | 0.05% | 0.02% | 0.02% |
| CITIGROUP INC 6.63%, due Feb 15, 2031 | 0.06% | 0.02% | 0.02% |
| Multifamily Structured Credit Risk 10.47%, due Nov 25, 2051 | 0.32% | 0.02% | 0.02% |
| ENERGY TRANSFER LP 8%, due May 15, 2054 | 0.02% | 0.02% | 0.02% |
| VERIZON COMMUNICATIONS 6.05%, due May 14, 2058 | 0.02% | 0.03% | 0.02% |
| ASURION LLC/ASURION CO 8%, due Dec 31, 2032 | 0.06% | 0.02% | 0.02% |
| PETCO HEALTH & WELLNESS 8.25%, due Feb 1, 2031 | 0.02% | 0.01% | 0.01% |
| STINGRAY COMPUTE 6%, due Jun 15, 2031 | 0.01% | 0.02% | 0.01% |
| Multifamily Structured Credit Risk 7.87%, due May 25, 2044 | 0.01% | 0.02% | 0.01% |
| ARDAGH GROUP SA 9.5%, due Dec 1, 2030 | 0.03% | 0.01% | 0.01% |
| ECHOSTAR CORP 6.75%, due Nov 30, 2030 | 0.03% | 0.01% | 0.01% |
| ATHENAHEALTH GROUP INC 7.5%, due Feb 15, 2032 | 0.01% | 0.01% | 0.01% |
| VENTURE GLOBAL PLAQUE 6.5%, due Jun 15, 2034 | 0.03% | 0.01% | 0.01% |
| UNIVISION COMMUNICATIONS 8.88%, due Apr 15, 2033 | 0.48% | 0.01% | 0.01% |
| Avis Budget Rental Car Funding AESOP LLC 7.52%, due Feb 20, 2030 | 0.12% | 0.01% | 0.01% |
| JPMDB Commercial Mortgage Securities Trust 3.99%, due Jun 15, 2049 | 0.04% | 0.01% | 0.01% |
| GS Mortgage Securities Trust 2.75%, due May 10, 2049 | 0.04% | 0.01% | 0.01% |
| AVIS BUDGET CAR/FINANCE 8%, due Feb 15, 2031 | 0.01% | 0.04% | 0.01% |
| CHS/COMMUNITY HEALTH SYS 4.75%, due Feb 15, 2031 | 0.03% | 0.01% | 0.01% |
| Citigroup Commercial Mortgage Trust 3%, due Nov 15, 2049 | 0.01% | 0.01% | 0.01% |
| GS Mortgage Securities Trust 4.42%, due Feb 10, 2048 | 0.01% | 0.01% | 0.01% |
| Morgan Stanley BAML Trust 4.17%, due Nov 15, 2052 | 0.02% | 0.01% | 0.01% |
| GOLDMAN SACHS GROUP INC 7.5%, due Feb 10, 2029 | 0.02% | 0.00% | 0.00% |
| JH NORTH AMERICA HOLDING 5.88%, due Jan 31, 2031 | 0.03% | 0.00% | 0.00% |
| ALTICE FRANCE SA 6.88%, due Jul 15, 2032 | 0.08% | 0.00% | 0.00% |
| Multifamily Structured Credit Risk 8.57%, due Feb 25, 2045 | 0.14% | 0.00% | 0.00% |
| GOAT HOLDCO LLC 6.75%, due Feb 1, 2032 | 0.00% | 0.01% | 0.00% |
| CIPHER COMPUTE LLC 7.13%, due Nov 15, 2030 | 0.00% | 0.04% | 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.