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latestOpenAPI 3.0.02026-08-2010141507.9 KB

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ETF/MF

Portfolio overlap

ETF Pro

Compares the holdings of two ETFs side by side. Returns overlap statistics (shared holdings count, exclusive counts) and per-holding detail showing weights in both portfolios. Uses CUSIP matching on the most recent N-PORT filing for each fund.

get/api/fund/overlap

Query parameters

symbol1string required

First Fund ticker symbol (ETF or mutual fund)

symbol2string required

Second Fund ticker symbol (ETF or mutual fund)

Response

Portfolio overlap analysis

symbol1string
symbol2string
reportDate1string

Report date for the first ETF

reportDate2string

Report date for the second ETF

overlapCountinteger

Number of holdings in both portfolios

onlyIn1Countinteger

Holdings only in the first ETF

onlyIn2Countinteger

Holdings only in the second ETF

overlapWeight1number

Percentage of first fund's portfolio in shared holdings

overlapWeight2number

Percentage of second fund's portfolio in shared holdings

Example response

{
  "symbol1": "VTI",
  "symbol2": "VOO",
  "reportDate1": "2025-12-31",
  "reportDate2": "2025-12-31",
  "overlapCount": 498,
  "onlyIn1Count": 3150,
  "onlyIn2Count": 5,
  "overlapWeight1": 82.5,
  "overlapWeight2": 99.8,
  "holdings": [
    {
      "cusip": "67066G104",
      "name": "NVIDIA Corp",
      "mappedSymbol": "NVDA",
      "weight1": 6.12,
      "weight2": 7.75,
      "overlapStatus": "both"
    }
  ]
}