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ETF Holdings Overlap

How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.

VOO/QQQVOO/SPYVTI/VOOSCHD/JEPIQQQ/XLKVXUS/VEAIWM/VTIVWO/IEMG

Shared holdings: 0 · PSCD has 90 tickered positions · XLY has 48

Overlap = sum of the smaller of the two weights for every shared holding. Holdings as of Aug 26, 2026. Positions without a clean ticker (bonds, cash, derivatives) are excluded from the match.

Largest Shared Positions

HoldingPSCDXLYDifference

Biggest Weighting Differences

HoldingPSCDXLYΔ

Only in PSCD

EAT Brinker International Inc 3.93%
KMX CarMax Inc 3.40%
ETSY Etsy Inc 3.03%
VSXY Victoria's Secret & Co 2.71%
LTH Life Time Group Holdings Inc 2.70%
MHK Mohawk Industries Inc 2.68%
LKQ LKQ Corp 2.60%
POOL Pool Corp 2.40%
CZR Caesars Entertainment Inc 2.37%
FTDR Frontdoor Inc 2.26%
IBP Installed Building Products… 2.16%
SKY Champion Homes Inc 1.95%
CAKE Cheesecake Factory Inc/The 1.91%
BOOT Boot Barn Holdings Inc 1.91%
LAUR Laureate Education Inc 1.88%

Only in XLY

AMZN AMAZON.COM INC 24.23%
TSLA TESLA INC 16.28%
HD HOME DEPOT INC 5.56%
BKNG BOOKING HOLDINGS INC 4.10%
MCD MCDONALD S CORP 4.10%
TJX TJX COMPANIES INC 3.60%
SBUX STARBUCKS CORP 2.99%
LOW LOWE S COS INC 2.98%
DASH DOORDASH INC A 2.19%
ABNB AIRBNB INC CLASS A 1.97%
MAR MARRIOTT INTERNATIONAL CL A 1.94%
ROST ROSS STORES INC 1.92%
GM GENERAL MOTORS CO 1.92%
HLT HILTON WORLDWIDE HOLDINGS IN 1.86%
ORLY O REILLY AUTOMOTIVE INC 1.85%

Research tool only — overlap is one lens on similarity, not a judgment of which fund is better.

Commodity

Commodities (broad)GoldOil & GasSilver

Digital Assets

CryptocurrencyBitcoin

Fixed Income

Bonds (all)International BondsGovernment BondsTreasury BondsCorporate BondsHigh Yield BondsMunicipal BondsTIPS / Inflation-Protected

Income

DividendCovered Call / Option IncomePreferred Stocks

Region

InternationalGlobalDeveloped MarketsEmerging MarketsInternational Small CapFrontier Markets

Sector & Theme

FinancialsTechnologyEnergyReal Estate / REITsHealthcareMaterialsIndustrialsClean EnergyInfrastructure

Strategy

Buffer / Defined OutcomeESG / SustainableCurrency HedgedMomentumEqual WeightLow Volatility

Structure

Active ETFsInverseLeveraged

Style & Size

GrowthU.S. Large CapValueU.S. Small CapU.S. Mid CapTotal Market