See how much two mutual funds duplicate each other’s holdings
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Fill in the fields above and select Calculate for an instant estimate.
Computed in your browser from the same formulas the full app uses — it is not saved and does not factor in every detail (taxes, exact compounding dates, fees) the way a saved scenario does. Sign in to save, share, or view history →
The calculator applies the standard formula for this calculation to the values you enter and returns the result instantly.
See how much two mutual funds duplicate each other’s holdings
You will need: Fund A Holdings (name + weight %, JSON array), Fund B Holdings (name + weight %, JSON array).
It shows Overlap %, Overlap-Weighted Exposure %, Common Holdings, Unique to Fund A %, Unique to Fund B %, computed instantly from the values you enter.
Yes, this calculator is free to use. Sign in to save your scenarios, view your calculation history, or share results directly in a Goonjar chat.
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