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
324 holdings in all 2 funds| Fund | IUSB | JCPI | Positions | Holdings |
|---|---|---|---|---|
| IUSBiShares Trust iShares Core Universal USD Bond ETF | — | 2% 324 shared |
18,254 | as of Oct 20, 2026issuer data |
| JCPIJPMorgan Inflation Managed Bond ETF | 2% 324 shared | — | 738 | 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
1.8% common weight| Holding | IUSB | JCPI | Smallest |
|---|---|---|---|
| TREASURY NOTE 4.13%, due Jul 15, 2029 | 0.23% | 2.68% | 0.23% |
| TREASURY NOTE 3.5%, due Feb 28, 2031 | 0.21% | 2.95% | 0.21% |
| UMBS 30YR TBA(REG A), due Nov 12, 2026 | 0.12% | 0.48% | 0.12% |
| TREASURY NOTE 3.5%, due Mar 15, 2029 | 0.21% | 0.07% | 0.07% |
| FHLMC 30YR UMBS SUPER, due May 1, 2053 | 0.03% | 0.14% | 0.03% |
| T-MOBILE USA INC 3.88%, due Apr 15, 2030 | 0.02% | 0.14% | 0.02% |
| SPACE EXPLORATION TECHNOLOGIES COR 144A, due Jul 15, 2031 | 0.02% | 0.05% | 0.02% |
| ABBVIE INC 3.2%, due Nov 21, 2029 | 0.01% | 0.15% | 0.01% |
| AMAZON.COM INC 4.88%, due Mar 13, 2036 | 0.01% | 0.08% | 0.01% |
| SPACE EXPLORATION TECHNOLOGIES COR 144A, due Jul 15, 2033 | 0.01% | 0.07% | 0.01% |
| BANK OF AMERICA CORP MTN 5.47%, due Jan 23, 2035 | 0.01% | 0.37% | 0.01% |
| SPACE EXPLORATION TECHNOLOGIES COR 144A, due Jul 15, 2036 | 0.01% | 0.03% | 0.01% |
| WELLS FARGO & COMPANY MTN 5.56%, due Jul 25, 2034 | 0.01% | 0.11% | 0.01% |
| AERCAP IRELAND CAPITAL DAC 3%, due Oct 29, 2028 | 0.01% | 0.22% | 0.01% |
| FNMA_18-M3 A2, due Feb 25, 2030 | 0.01% | 0.08% | 0.01% |
| GOLDMAN SACHS GROUP INC/THE 2.62%, due Apr 22, 2032 | 0.01% | 0.32% | 0.01% |
| GOLDMAN SACHS GROUP INC/THE 5.07%, due Jan 21, 2037 | 0.01% | 0.02% | 0.01% |
| GOLDMAN SACHS GROUP INC/THE MTN 5.66%, due Jul 21, 2037 | 0.01% | 0.10% | 0.01% |
| BEACON POINT DC LLC 144A, due Nov 30, 2042 | 0.01% | 0.12% | 0.01% |
| WELLS FARGO & COMPANY MTN 2.88%, due Oct 30, 2030 | 0.01% | 0.12% | 0.01% |
| META PLATFORMS INC 4.6%, due Nov 15, 2032 | 0.01% | 0.01% | 0.01% |
| MORGAN STANLEY MTN 5.07%, due Jan 30, 2037 | 0.01% | 0.18% | 0.01% |
| CITIGROUP INC 3.06%, due Jan 25, 2033 | 0.01% | 0.17% | 0.01% |
| ORACLE CORPORATION 5.7%, due Feb 4, 2036 | 0.01% | 0.03% | 0.01% |
| WELLS FARGO & COMPANY MTN 5.2%, due Jan 23, 2030 | 0.01% | 0.33% | 0.01% |
| BOEING CO 5.71%, due May 1, 2040 | 0.01% | 0.01% | 0.01% |
| ABBVIE INC 5.05%, due Mar 15, 2034 | 0.01% | 0.03% | 0.01% |
| CARMX_25-3 A3, due Jul 15, 2030 | 0.01% | 0.04% | 0.01% |
| FNMA_18-M14 A2, due Aug 25, 2028 | 0.01% | 0.04% | 0.01% |
| PNC FINANCIAL SERVICES GROUP INC ( MTN 5.37%, due Jul 21, 2036 | 0.01% | 0.09% | 0.01% |
| CITIGROUP INC 2.56%, due May 1, 2032 | 0.01% | 0.27% | 0.01% |
| MORGAN STANLEY 5.17%, due Jan 16, 2030 | 0.01% | 0.43% | 0.01% |
| AMGEN INC 5.25%, due Mar 2, 2030 | 0.01% | 0.03% | 0.01% |
| PACIFIC GAS AND ELECTRIC COMPANY 4.55%, due Jul 1, 2030 | 0.01% | 0.14% | 0.01% |
| AMAZON.COM INC 5.3%, due Jul 9, 2036 | 0.01% | 0.09% | 0.01% |
| WELLS FARGO & COMPANY MTN 5.83%, due Sep 24, 2037 | 0.01% | 0.05% | 0.01% |
| MEXICO (UNITED MEXICAN STATES) (GO 5.63%, due Feb 9, 2034 | 0.01% | 0.03% | 0.01% |
| WELLS FARGO & COMPANY (FXD-FRN) MTN 4.96%, due Jan 23, 2037 | 0.01% | 0.03% | 0.01% |
| NOVARTIS CAPITAL CORP 4.9%, due Mar 18, 2036 | 0.01% | 0.04% | 0.01% |
| MEXICO (UNITED MEXICAN STATES) (GO 2.66%, due May 24, 2031 | 0.01% | 0.23% | 0.01% |
| BANK OF AMERICA CORP MTN 1.9%, due Jul 23, 2031 | 0.01% | 0.55% | 0.01% |
| GOLDMAN SACHS GROUP INC/THE 1.99%, due Jan 27, 2032 | 0.01% | 0.22% | 0.01% |
| ALPHABET INC 4.8%, due Feb 15, 2036 | 0.01% | 0.11% | 0.01% |
| BROADCOM INC 3.14%, due Nov 15, 2035 | 0.01% | 0.02% | 0.01% |
| SYNOPSYS INC 5.15%, due Apr 1, 2035 | 0.01% | 0.08% | 0.01% |
| HONEYWELL AEROSPACE INC 4.95%, due Mar 16, 2036 | 0.01% | 0.08% | 0.01% |
| BRISTOL-MYERS SQUIBB CO 5.2%, due Feb 22, 2034 | 0.01% | 0.09% | 0.01% |
| CITIBANK NA 5.8%, due Sep 29, 2028 | 0.01% | 0.17% | 0.01% |
| ORACLE CORPORATION 2.88%, due Mar 25, 2031 | 0.01% | 0.08% | 0.01% |
| US BANCORP MTN 5.68%, due Jan 23, 2035 | 0.01% | 0.07% | 0.01% |
| MORGAN STANLEY MTN 1.93%, due Apr 28, 2032 | 0.01% | 0.17% | 0.01% |
| MORGAN STANLEY MTN 5.61%, due Jul 17, 2037 | 0.01% | 0.02% | 0.01% |
| ROYAL BANK OF CANADA (FXD-FRN) MTN 4.3%, due Nov 3, 2031 | 0.01% | 0.06% | 0.01% |
| ORACLE CORPORATION 4.8%, due Sep 26, 2032 | 0.01% | 0.10% | 0.01% |
| BNP PARIBAS SA MTN 144A, due Jan 13, 2033 | 0.01% | 0.05% | 0.01% |
| ENBRIDGE INC 5.7%, due Mar 8, 2033 | 0.01% | 0.09% | 0.01% |
| UBS GROUP AG 144A, due May 14, 2032 | 0.01% | 0.08% | 0.01% |
| HSBC HOLDINGS PLC FXD-FLT 5.24%, due Aug 14, 2032 | 0.01% | 0.09% | 0.01% |
| HSBC HOLDINGS PLC 3.97%, due May 22, 2030 | 0.01% | 0.11% | 0.01% |
| NBN CO LTD MTN 144A, due May 5, 2031 | 0.01% | 0.07% | 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.