Portfolio overlap

GET/api/fund/overlap

Compares the holdings of two ETFs side by side. Returns overlap statistics (shared holdings count, exclusive counts) and per-holding detail showing weights in both portfolios. Uses CUSIP matching on the most recent N-PORT filing for each fund.

Get API key Try it live in the API explorer

Query parameters

symbol1 string required min length 1 · max length 10

First Fund ticker symbol (ETF or mutual fund)

Example: VTI
symbol2 string required min length 1 · max length 10

Second Fund ticker symbol (ETF or mutual fund)

Example: VOO

Example request

curl 'https://api.stockfit.io/v1/api/fund/overlap?symbol1=VTI&symbol2=VOO' \
  -H 'Authorization: Bearer YOUR_API_TOKEN'

Responses

200 OK

Portfolio overlap analysis

Response schema

symbol1 string
symbol2 string
reportDate1 string
Report date for the first ETF
reportDate2 string
Report date for the second ETF
overlapCount integer
Number of holdings in both portfolios
onlyIn1Count integer
Holdings only in the first ETF
onlyIn2Count integer
Holdings only in the second ETF
overlapWeight1 number
Percentage of first fund's portfolio in shared holdings
overlapWeight2 number
Percentage of second fund's portfolio in shared holdings
holdings array of object
Per-holding overlap detail (sorted by combined weight)
array of:
- cusip string
- name string
- mappedSymbol string | null
- weight1 number | null
  Weight in first ETF (%)
- weight2 number | null
  Weight in second ETF (%)
- value1 number | null
  Position value in first ETF (USD)
- value2 number | null
  Position value in second ETF (USD)
- overlapStatus string (enum)
  Whether the holding appears in both portfolios or only one
  Allowed values: both, only_1, only_2

Example response

{
  "symbol1": "VTI",
  "symbol2": "VOO",
  "reportDate1": "2025-12-31",
  "reportDate2": "2025-12-31",
  "overlapCount": 498,
  "onlyIn1Count": 3150,
  "onlyIn2Count": 5,
  "overlapWeight1": 82.5,
  "overlapWeight2": 99.8,
  "holdings": [
    {
      "cusip": "67066G104",
      "name": "NVIDIA Corp",
      "mappedSymbol": "NVDA",
      "weight1": 6.12,
      "weight2": 7.75,
      "value1": 0,
      "value2": 0,
      "overlapStatus": "both"
    }
  ]
}

400 Bad Request

Symbol not found or not a fund (ETF or mutual fund)

Response schema

error string
Human-readable error message

Example response

{}

403 Forbidden

Feature not available on current plan

Response schema

error string
Human-readable error message

Example response

{}