Free ETF overlap calculator comparing actual holdings from SEC filings and issuer data
The spreadsheet with an AI analyst inside
Stage
Established
MVP
Founded
Not given
Not given
Based in
RS
Not given
Pricing model
Free
Free
Pricing
Not given
Starter plan: $0 free during early access, includes 100 AI analyst questions a month, huge files up to about 2 million rows, connections to Databricks, Snowflake, BigQuery and Postgres, charts, executive summaries, Excel and CSV import and export, and team workbook sharing.
Key features
Compare two ETFs for weight and count overlap
Multi-ETF compare tool for up to five ETFs
80 ETFs available including US-listed and UCITS
Holdings data updated daily from SEC filings and issuer feeds
Sector breakdown and concentration analysis
ETF directory with profiles and holdings tables
Educational guides and methodology documentation
Connect to Snowflake, Databricks, BigQuery, Postgres, Google Sheets, CSV and Excel files
Process files up to 2 million rows with smooth scrolling performance
Ask questions in plain English and receive answers showing all working
Create charts and summaries that update on schedule
Row and column level access control with role-based sharing
Share workbooks with team members
100 free AI analyst questions per person per month
What makes it different
Compares actual holdings resolved to canonical securities, not just fund categories
Data sourced from authoritative sources: direct issuer feeds and SEC EDGAR filings
Independent operator not affiliated with fund companies or paid by issuers
Both weight and count overlap metrics to answer different portfolio questions
Methodology and data sources fully documented and verifiable
Shows the complete working behind every answer with reference to all rows
Handles million-row sheets with instant response times for sorting and filtering
No SQL required; ask questions in plain English instead of writing code
Tested across 10 industries with 120 automated checks before every release
Never modifies source data; all answers trace back to original rows
Creeklytics