Portfolio Overlap Checker
Find out how much two mutual funds share common stocks
Portfolio Overlap Score
0%
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Fund A data: —
Fund B data: —
Top Overlapping Holdings
Common Holdings
| Stock Name | ISIN | Weight in A | Weight in B | Overlap Contribution |
|---|---|---|---|---|
| Calculate overlap to see results | ||||
How it works: Overlap is computed using the latest portfolio holdings for each fund.
Stocks are matched by ISIN and normalized name. The overlap score = sum of min(weight_A, weight_B) for common stocks.
Interpretation: 0–20% = Low Overlap (diversified) | 20–40% = Moderate | 40%+ = High Overlap (concentrated)
Interpretation: 0–20% = Low Overlap (diversified) | 20–40% = Moderate | 40%+ = High Overlap (concentrated)