Fundology

Methodology

Holdings overlap

Every number on this site traces back to a formula in this section. If you find a mismatch, that is a bug — not an opinion.

The formula

overlap = Σ min(weightA, weightB)

Across issuer-published top holdings. Identical portfolios score 100%; unrelated score near zero.

long-form article body · pending — formulas, worked examples, source tables land here

Holdings overlap — how we calculate it · Fundology