19 сент. 2024 г. · Is there any tool/app to show overlaps in ETF portfolios, breakdown not just by countries but also companies? I have seen a few tools but they don't cover ...

2 дек. 2023 г. · https://www.etfrc.com/funds/overlap.php It allows you to compare two ETFs to find overlap. It'll tell you the number of overlapping holdings.

4 авг. 2021 г. · Overlap is a mine field with ETFs and IMO the biggest struggle. It's very easy to get overweight on single stocks again if you are combining a grab-bag of ETFs.

13 окт. 2024 г. · Just by what you have faith in, overlap or not. I have 50/50 S&P 500 to NASDAQ 100 with about 85% overlap. Over concentration does counter ...

27 сент. 2024 г. · Let's say we have two funds X and Y. Using the overlap tool you have determined that 99% of X is in Y and 45% of Y is in X.

24 окт. 2024 г. · Overlap is fine, until all your ETFs crash at the same time because they're concentrated in the same stocks that are crashing.

28 апр. 2023 г. · overlap INCREASES your risk because overlap results in more concentration in the same assets, and that increases your odds of losses because ...

11 окт. 2024 г. · I trying to research the overlap of particular Vanguard ETFs I want to invest in (VUAG, VWRP, VHYL, V3AB, VAFTGAG). What websites/tools would ...

29 февр. 2024 г. · Diversification also has little effect beyond about 20 positions. Ie you shouldn't have more than about 5% of your portfolio in any one stock.

6 окт. 2024 г. · Overlap in ETF I am 32 years old. I have 4 ETF SCHD(this accounts for most of my portfolio), JEPI, JEPQ , SCHG .