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
329 holdings in all 2 funds| Fund | ISTB | JPIE | Positions | Holdings |
|---|---|---|---|---|
| ISTBiShares Core 1-5 Year USD Bond ETF of iShares Trust | — | 2% 329 shared |
7,543 | as of Oct 20, 2026issuer data |
| JPIEJPMorgan Income ETF | 2% 329 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
2.0% common weight| Holding | ISTB | JPIE | Smallest |
|---|---|---|---|
| MERIDIAN ARC HOLDCO LLC 144A, due Apr 30, 2031 | 0.03% | 0.07% | 0.03% |
| MEDLINE BORROWER LP 144A, due Apr 1, 2029 | 0.03% | 0.05% | 0.03% |
| PR RNO PROPERTY OWNER 1 LLC 144A, due May 1, 2031 | 0.03% | 0.05% | 0.03% |
| PARAMOUNT SKYDANCE CORP 144A, due Oct 15, 2031 | 0.03% | 0.03% | 0.03% |
| ECHOSTAR CORP 10.75%, due Nov 30, 2029 | 0.03% | 0.02% | 0.02% |
| WULF COMPUTE LLC 144A, due Oct 15, 2030 | 0.02% | 0.06% | 0.02% |
| GALAXY HELIOS DATA CENTERS II LLC 144A, due Aug 1, 2031 | 0.02% | 0.02% | 0.02% |
| TRANSDIGM INC 144A, due Mar 1, 2029 | 0.02% | 0.13% | 0.02% |
| EMRLD BORROWER LP 144A, due Dec 15, 2030 | 0.02% | 0.11% | 0.02% |
| CCO HOLDINGS LLC 144A, due Mar 1, 2030 | 0.02% | 0.14% | 0.02% |
| MAUSER PACKAGING SOLUTIONS HOLDING 144A, due Apr 15, 2030 | 0.02% | 0.09% | 0.02% |
| PETROLEOS MEXICANOS 5.95%, due Jan 28, 2031 | 0.02% | 0.02% | 0.02% |
| VENTURE GLOBAL LNG INC 144A, due Feb 1, 2029 | 0.02% | 0.02% | 0.02% |
| CCO HOLDINGS LLC 144A, due Feb 1, 2031 | 0.02% | 0.09% | 0.02% |
| AADVANTAGE LOYALTY IP LTD 144A, due Apr 20, 2029 | 0.02% | 0.07% | 0.02% |
| WFCM_24-5C1 A3, due Jul 15, 2057 | 0.04% | 0.02% | 0.02% |
| 1011778 BC UNLIMITED LIABILITY CO 144A, due Oct 15, 2030 | 0.02% | 0.02% | 0.02% |
| CCO HOLDINGS LLC 144A, due Aug 15, 2030 | 0.02% | 0.10% | 0.02% |
| MEDLINE BORROWER LP 144A, due Oct 1, 2029 | 0.01% | 0.06% | 0.01% |
| STAPLES INC 144A, due Sep 1, 2029 | 0.01% | 0.03% | 0.01% |
| EART_26-4 D, due Feb 15, 2033 | 0.01% | 0.03% | 0.01% |
| TENET HEALTHCARE CORP 6.13%, due Jun 15, 2030 | 0.01% | 0.01% | 0.01% |
| ATHENAHEALTH GROUP INC 144A, due Feb 15, 2030 | 0.01% | 0.05% | 0.01% |
| SIRIUS XM RADIO LLC 144A, due Jul 15, 2028 | 0.01% | 0.08% | 0.01% |
| VOLTAGRID LLC 144A, due Nov 1, 2030 | 0.01% | 0.03% | 0.01% |
| APLD COMPUTECO 2 LLC 144A, due Mar 15, 2031 | 0.01% | 0.02% | 0.01% |
| CAESARS ENTERTAINMENT INC 144A, due Feb 15, 2030 | 0.01% | 0.04% | 0.01% |
| IMOLA MERGER CORP 144A, due May 15, 2029 | 0.01% | 0.13% | 0.01% |
| ORGANON & CO 144A, due Apr 30, 2028 | 0.01% | 0.04% | 0.01% |
| ROCKET COMPANIES INC 144A, due Aug 1, 2030 | 0.01% | 0.03% | 0.01% |
| CHARTER COMMUNICATIONS OPERATING L 6.1%, due Jun 1, 2029 | 0.01% | 0.02% | 0.01% |
| COREWEAVE INC 144A, due Jun 1, 2030 | 0.01% | 0.02% | 0.01% |
| ECHOSTAR CORP 6.75%, due Nov 30, 2030 | 0.01% | 0.01% | 0.01% |
| HERC HOLDINGS INC 144A, due Jun 15, 2030 | 0.01% | 0.01% | 0.01% |
| CIPHER COMPUTE LLC 144A, due Nov 15, 2030 | 0.01% | 0.04% | 0.01% |
| VENTURE GLOBAL PLAQUEMINES LNG LLC 144A, due Dec 15, 2030 | 0.01% | 0.01% | 0.01% |
| CONNECT HOLDING II LLC 144A, due Apr 3, 2031 | 0.01% | 0.02% | 0.01% |
| DOMINION ENERGY INC (NC5.25), due Feb 15, 2056 | 0.01% | 0.03% | 0.01% |
| 1011778 BC UNLIMITED LIABILITY CO 144A, due Jan 15, 2028 | 0.01% | 0.02% | 0.01% |
| STANDARD BUILDING SOLUTIONS INC 144A, due Jul 15, 2030 | 0.01% | 0.03% | 0.01% |
| ARDAGH GROUP SA 144A, due Dec 1, 2030 | 0.01% | 0.01% | 0.01% |
| QXO BUILDING PRODUCTS INC 144A, due Jul 15, 2031 | 0.01% | 0.02% | 0.01% |
| SV RNO PROPERTY OWNER 1 LLC 144A, due Mar 1, 2031 | 0.02% | 0.01% | 0.01% |
| AVANTOR FUNDING INC 144A, due Jul 15, 2028 | 0.01% | 0.10% | 0.01% |
| UNITED RENTALS (NORTH AMERICA) INC 4.88%, due Jan 15, 2028 | 0.01% | 0.04% | 0.01% |
| ENTEGRIS INC 144A, due Apr 15, 2029 | 0.01% | 0.03% | 0.01% |
| CHS/COMMUNITY HEALTH SYSTEMS INC 144A, due May 15, 2030 | 0.01% | 0.02% | 0.01% |
| ARGENTINA REPUBLIC OF GOVERNMENT 1%, due Jul 9, 2029 | 0.01% | 0.01% | 0.01% |
| BMARK_24-V9 A3, due Aug 15, 2057 | 0.01% | 0.04% | 0.01% |
| NOVELIS CORP 144A, due Jan 30, 2030 | 0.01% | 0.09% | 0.01% |
| NEXTERA ENERGY CAPITAL (NC5.25), due Aug 15, 2055 | 0.01% | 0.07% | 0.01% |
| COREWEAVE INC 144A, due Feb 1, 2031 | 0.01% | 0.02% | 0.01% |
| CHARTER COMMUNICATIONS OPERATING L 2.25%, due Jan 15, 2029 | 0.01% | 0.01% | 0.01% |
| ORGANON & CO 144A, due Apr 30, 2031 | 0.01% | 0.01% | 0.01% |
| TENET HEALTHCARE CORP 6.75%, due May 15, 2031 | 0.01% | 0.03% | 0.01% |
| POST HOLDINGS INC 144A, due Apr 15, 2030 | 0.01% | 0.08% | 0.01% |
| SM ENERGY CO 144A, due Jul 1, 2031 | 0.01% | 0.03% | 0.01% |
| HILTON DOMESTIC OPERATING COMPANY 144A, due Sep 15, 2031 | 0.01% | 0.01% | 0.01% |
| BANCO SANTANDER SA 5.54%, due Mar 14, 2030 | 0.01% | 0.01% | 0.01% |
| FORD MOTOR CREDIT COMPANY LLC 5.73%, due Sep 5, 2030 | 0.01% | 0.03% | 0.01% |
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.