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
138 holdings in all 2 funds| Fund | IG | LQD | Positions | Holdings |
|---|---|---|---|---|
| IGPrincipal Investment Grade Corporate Active ETF | — | 6% 138 shared |
243 | as of Jun 30, 2026SEC filing |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | 6% 138 shared | — | 3,183 | 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
6.0% common weight| Holding | IG | LQD | Smallest |
|---|---|---|---|
| SPACE EXPLORATION TECH 5.35%, due Jul 15, 2031 | 0.31% | 0.15% | 0.15% |
| META PLATFORMS INC 5.25%, due May 15, 2036 | 0.27% | 0.14% | 0.14% |
| BOEING CO 5.81%, due May 1, 2050 | 1.26% | 0.14% | 0.14% |
| META PLATFORMS INC 6.3%, due May 15, 2056 | 0.48% | 0.13% | 0.13% |
| AT&T INC 3.5%, due Sep 15, 2053 | 0.38% | 0.12% | 0.12% |
| AMAZON.COM INC 5.8%, due Mar 13, 2056 | 0.18% | 0.12% | 0.12% |
| AT&T INC 3.55%, due Sep 15, 2055 | 0.18% | 0.12% | 0.12% |
| BOEING CO 5.15%, due May 1, 2030 | 0.22% | 0.11% | 0.11% |
| ABBVIE INC 4.25%, due Nov 21, 2049 | 0.23% | 0.11% | 0.11% |
| GOLDMAN SACHS GROUP INC 5.07%, due Jan 21, 2037 | 0.98% | 0.11% | 0.11% |
| BANK OF AMERICA CORP 2.69%, due Apr 22, 2032 | 2.38% | 0.10% | 0.10% |
| GOLDMAN SACHS GROUP INC 4.94%, due Oct 21, 2036 | 0.47% | 0.10% | 0.10% |
| ABBOTT LABORATORIES 5.5%, due Mar 15, 2056 | 0.44% | 0.10% | 0.10% |
| GOLDMAN SACHS GROUP INC 5.02%, due Oct 23, 2035 | 0.39% | 0.09% | 0.09% |
| MORGAN STANLEY 5.32%, due Jul 19, 2035 | 2.63% | 0.09% | 0.09% |
| ORACLE CORP 5.2%, due Sep 26, 2035 | 0.27% | 0.09% | 0.09% |
| GOLDMAN SACHS GROUP INC 4.52%, due Jan 21, 2032 | 0.49% | 0.08% | 0.08% |
| ABBOTT LABORATORIES 4.65%, due Mar 15, 2036 | 0.28% | 0.08% | 0.08% |
| MORGAN STANLEY 4.81%, due Apr 16, 2032 | 0.48% | 0.08% | 0.08% |
| ABBOTT LABORATORIES 4.3%, due Mar 15, 2033 | 0.44% | 0.08% | 0.08% |
| JPMORGAN CHASE & CO 4.9%, due Jan 22, 2037 | 0.15% | 0.08% | 0.08% |
| MORGAN STANLEY PVT BANK 4.73%, due Jul 18, 2031 | 0.89% | 0.07% | 0.07% |
| VERIZON COMMUNICATIONS 5.88%, due Nov 30, 2055 | 0.27% | 0.07% | 0.07% |
| GOLDMAN SACHS GROUP INC 5.43%, due Jun 3, 2037 | 0.28% | 0.07% | 0.07% |
| MORGAN STANLEY 4.49%, due Jan 16, 2032 | 0.29% | 0.07% | 0.07% |
| GOLDMAN SACHS GROUP INC 5.56%, due Nov 19, 2045 | 0.29% | 0.07% | 0.07% |
| AMGEN INC 5.6%, due Mar 2, 2043 | 0.20% | 0.06% | 0.06% |
| INTEL CORP 5.3%, due May 15, 2036 | 0.37% | 0.06% | 0.06% |
| BROADCOM INC 5.2%, due Jul 15, 2035 | 0.48% | 0.06% | 0.06% |
| PNC FINANCIAL SERVICES 6.88%, due Oct 20, 2034 | 0.21% | 0.05% | 0.05% |
| SYNOPSYS INC 5.15%, due Apr 1, 2035 | 0.28% | 0.05% | 0.05% |
| NOVARTIS CAPITAL CORP 5.7%, due Mar 18, 2056 | 0.32% | 0.05% | 0.05% |
| ORACLE CORP 3.95%, due Mar 25, 2051 | 0.43% | 0.05% | 0.05% |
| AON NORTH AMERICA INC 5.75%, due Mar 1, 2054 | 0.49% | 0.05% | 0.05% |
| SYNOPSYS INC 5.7%, due Apr 1, 2055 | 0.21% | 0.05% | 0.05% |
| HSBC HOLDINGS PLC 5.24%, due May 13, 2031 | 0.27% | 0.05% | 0.05% |
| HSBC HOLDINGS PLC 5.13%, due Nov 6, 2036 | 0.41% | 0.05% | 0.05% |
| PNC FINANCIAL SERVICES 5.58%, due Jan 29, 2036 | 0.28% | 0.05% | 0.05% |
| BAKER HUGHES LLC/CO-OBL 5.85%, due Jun 15, 2056 | 0.51% | 0.05% | 0.05% |
| US BANCORP 5.68%, due Jan 23, 2035 | 0.80% | 0.05% | 0.05% |
| META PLATFORMS INC 4.45%, due Aug 15, 2052 | 0.51% | 0.05% | 0.05% |
| INTEL CORP 4.75%, due Mar 25, 2050 | 0.39% | 0.04% | 0.04% |
| ORACLE CORP 4%, due Jul 15, 2046 | 0.25% | 0.04% | 0.04% |
| UNITEDHEALTH GROUP INC 5.75%, due Jul 15, 2064 | 0.18% | 0.04% | 0.04% |
| HP ENTERPRISE CO 5%, due Oct 15, 2034 | 0.66% | 0.04% | 0.04% |
| RTX CORP 6.4%, due Mar 15, 2054 | 0.13% | 0.04% | 0.04% |
| BROADCOM INC 3.42%, due Apr 15, 2033 | 0.27% | 0.04% | 0.04% |
| BAT CAPITAL CORP 4.54%, due Aug 15, 2047 | 0.40% | 0.04% | 0.04% |
| JBS NV/USA FOODS/FOOD CO 5.75%, due Apr 1, 2033 | 0.11% | 0.04% | 0.04% |
| ENERGY TRANSFER LP 5.95%, due May 15, 2054 | 0.39% | 0.04% | 0.04% |
| RTX CORP 6.1%, due Mar 15, 2034 | 0.53% | 0.04% | 0.04% |
| ELI LILLY & CO 5.6%, due May 20, 2056 | 0.27% | 0.04% | 0.04% |
| T-MOBILE USA INC 3.4%, due Oct 15, 2052 | 0.32% | 0.04% | 0.04% |
| NORTHROP GRUMMAN CORP 4.03%, due Oct 15, 2047 | 0.10% | 0.04% | 0.04% |
| DEUTSCHE BANK NY 5.3%, due May 9, 2031 | 0.31% | 0.04% | 0.04% |
| RTX CORP 4.63%, due Nov 16, 2048 | 0.07% | 0.04% | 0.04% |
| ONEOK INC 4.75%, due Oct 15, 2031 | 0.56% | 0.04% | 0.04% |
| BROADCOM INC 5.15%, due Nov 15, 2031 | 0.29% | 0.04% | 0.04% |
| BOEING CO/THE 7.01%, due May 1, 2064 | 0.25% | 0.04% | 0.04% |
| BARCLAYS PLC 5.59%, due Jun 26, 2037 | 0.39% | 0.04% | 0.04% |
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.