I compared $XEQT and $VFV to see how much of the two portfolios actually overlap. The weighted overlap comes out to 39.83%. But the more interesting number is this: • 99.89% of VFV’s identified weight is already contained in XEQT • 40.01% of XEQT’s identified weight is also held by VFV So while XEQT is much broader overall, VFV is almost entirely represented inside it. That’s a useful reminder that adding VFV or any ETF tracking the SP500 to XEQT may increase your U.S. large-cap exposure more than it increases diversification. 🔍 Where to find this ETF Overlap Tool → Overview Which ETF pair should I compare next?
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12 Comments
Michael @jt1997 · 6d
You have a good point. I agree 100%. I see xeqt and vfv in some influencers portfolio which doesn't make sense.
Tyson @timeagent · 7d
I wondered how much overlap is in some of my tickers. The tool didn't find them. It's a fund that holds funds that hold stocks.
Leila @pathfinder1 · 7d
It's good to know, thank you for sharing this information 👍
Aaron @kissfan81 · 7d
ETF Overlap tool. Is this an app? Website?
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