Free ETF overlap calculator comparing actual holdings from SEC filings and issuer data
Not given
Stage
Established
Not given
Founded
Not given
Not given
Based in
RS
AU
Pricing model
Free
Freemium
Pricing
Not given
Hobby $6/month for testing and experiments with all chart types, 1 dashboard, 15 widgets per dashboard. Starter $15/month with 1 owner + 3 team members included, 15 dashboards, unlimited widgets per dashboard. Grow $39/month for production SaaS apps with 1 owner + 5 team members included, 50 dashboa
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
Drag-and-drop dashboard builder for visual creation without coding
Data connectors for Google Analytics, BigQuery, PostgreSQL, MySQL, MongoDB, and Google Sheets
REST API data push for pre-aggregated data
Web component and iframe embedding
Scheduled email delivery of rendered dashboards
White-label portal and customization options
Multi-tenant data isolation with tenant-aware querying
Pre-built dashboard templates for instant setup
Multiple chart types including bar, line, area, scatter, pie, radar, funnel, gauge, heatmap, combo, and maps
Automatic dashboard refresh with real-time updates
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
10x cheaper than traditional BI tools like Metabase and Tableau
Ship analytics in hours rather than weeks of development
No requirement to connect databases directly; supports REST API data push
Built specifically for embedding into customer-facing SaaS products
Fully customizable to match brand with no watermark on higher plans