Inspect hidden equity duplication, shared capital weight, and genuine portfolio diversification across any two exchange-traded funds.
Many allocators hold redundant index funds unknowingly paying double management fees on identical mega-cap shares. Vantage computes mathematical look-through overlap from statutory Form N-PORT filings.
A grounded list of the features and outputs the matching workspace surface delivers today. Each row below maps directly to the corresponding element of the live product — nothing is aspirational or invented.
Computes the exact dollar-weighted intersection of identical equity holdings between fund pairs using the formula sum(min(w_A,i, w_B,i)).
Decomposes dual-fund allocations into genuine unique equity exposure versus overlapping capital concentration across mega-cap market leaders.
Surfaces individual company weightings inside both funds, identifying where single-stock exposure quietly exceeds institutional risk thresholds.
Detects synthetic concentration risk across GICS sectors when holding thematic or growth sleeves alongside broad-market core anchors.
100% authentic constituent schedules updated directly from statutory SEC EDGAR filings with zero estimated or synthetic baskets.
A high-level description of how the capability goes from raw inputs to the outputs you see inside the workspace.
Select two ETFs across broad-market index, growth, dividend, sector, or thematic sleeves for instant cross-holding comparison.
Vantage queries current statutory constituent weights and calculates exact overlapping capital percentage and unique equity holdings.
Eliminate redundant management fee drag, rebalance away from accidental single-stock overweights, and restore authentic diversification.
Illustrative examples showing the kind of labels and values the workspace surface produces. Numbers shown are placeholders, not live recommendations.
Example values shown above are illustrative. The workspace always displays real values where the underlying data source is available.
Capital-weighted overlap calculation identifying unintended single-stock concentration.
Sample capital duplication indicators.
All calculations updated continuously from verified SEC statutory observations.
This product provides information and research tools and does not provide personalized investment advice. Markets involve risk and losses are possible. You are responsible for your own investment decisions and the associated risk. Independently review any data, AI output, or rating before acting on it.
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