⚠️ Market Data Only. Not financial, tax, or investment advice. Past correlation does not guarantee future results.

ETF Correlation & Overlap Metrics

Tax-loss harvesting involves selling securities at a loss to offset gains, but IRS wash-sale rules may restrict claiming those losses if a substantially identical security is repurchased within 30 days.

This tool presents structured ETF correlation and holdings overlap metrics often reviewed when comparing economically similar ETFs for research purposes.

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Core US ETFs

25

VTI

Vanguard Total Stock Market ETF
Total Market

VOO

Vanguard S&P 500 ETF
Large Cap

IVV

iShares Core S&P 500 ETF
Large Cap

SPY

SPDR S&P 500 ETF Trust
Large Cap

SPLG

SPDR Portfolio S&P 500 ETF
Large Cap

SCHB

Schwab U.S. Broad Market ETF
Broad Market

ITOT

iShares Core S&P Total U.S. Stock Market ETF
Total Market

VTHR

Vanguard Russell 3000 ETF
Total Market

IWV

iShares Russell 3000 ETF
Total Market

VV

Vanguard Large-Cap ETF
Large Cap

SCHX

Schwab U.S. Large-Cap ETF
Large Cap

ONEQ

Fidelity Nasdaq Composite Index ETF
Total Market

IWM

iShares Russell 2000 ETF
Small Cap

IJR

iShares Core S&P Small-Cap ETF
Small Cap

SCHA

Schwab U.S. Small-Cap ETF
Small Cap

VB

Vanguard Small-Cap ETF
Small Cap

IJS

iShares S&P Small-Cap 600 Value ETF
Small Cap

IJH

iShares Core S&P Mid-Cap ETF
Mid Cap

VO

Vanguard Mid-Cap ETF
Mid Cap

SLYV

SPDR S&P 600 Small Cap Value ETF
Small Cap Value

MTUM

iShares MSCI USA Momentum Factor ETF
Factor

USMV

iShares MSCI USA Min Vol Factor ETF
Factor

VLUE

iShares MSCI USA Value Factor ETF
Factor

QUAL

iShares MSCI USA Quality Factor ETF
Factor

VTV

Vanguard Value ETF
Value

Technology & Growth

9

QQQ

Invesco QQQ Trust
Technology

QQQM

Invesco NASDAQ 100 ETF
Technology

VGT

Vanguard Information Technology ETF
Technology

XLK

Technology Select Sector SPDR Fund
Technology

FTEC

Fidelity MSCI Information Technology Index ETF
Technology

SMH

VanEck Semiconductor ETF
Semiconductors

SOXX

iShares Semiconductor ETF
Semiconductors

ARKK

ARK Innovation ETF
Innovation

VUG

Vanguard Growth ETF
Growth

Leveraged & Inverse

22

TQQQ

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares UltraPro QQQ
Leveraged Tech

SQQQ

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares UltraPro Short QQQ
Inverse Tech

TECL

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Technology Bull 3X Shares
Leveraged Tech

TECS

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Technology Bear 3X Shares
Inverse Tech

SOXL

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Semiconductor Bull 3X Shares
Leveraged Semis

SOXS

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Semiconductor Bear 3X Shares
Inverse Semis

UPRO

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares UltraPro S&P 500
Leveraged S&P 500

SPXL

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily S&P 500 Bull 3X Shares
Leveraged S&P 500

SPXU

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares UltraPro Short S&P 500
Inverse S&P 500

SSO

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares Ultra S&P 500
Leveraged S&P 500

SDS

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares UltraShort S&P 500
Inverse S&P 500

TNA

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Small Cap Bull 3X Shares
Leveraged Small Cap

TZA

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Small Cap Bear 3X Shares
Inverse Small Cap

ERX

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Energy Bull 2X Shares
Leveraged Energy

ERY

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Energy Bear 2X Shares
Inverse Energy

FAS

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Financial Bull 3X Shares
Leveraged Financials

FAZ

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily Financial Bear 3X Shares
Inverse Financials

LABU

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily S&P Biotech Bull 3X Shares
Leveraged Biotech

LABD

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily S&P Biotech Bear 3X Shares
Inverse Biotech

UVXY

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares Ultra VIX Short-Term Futures
Volatility

SVXY

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
ProShares Short VIX Short-Term Futures
Inverse Volatility

TMF

Tactical
High Risk Structure
Leveraged ETFs reset daily and are not designed for long-term buy-and-hold strategies.
Direxion Daily 20+ Year Treasury Bull 3X Shares
Leveraged Bonds

Dividends & Income

13

SCHD

Schwab U.S. Dividend Equity ETF
Dividend Equity

JEPI

JPMorgan Equity Premium Income ETF
Income

VYM

Vanguard High Dividend Yield ETF
Dividend Equity

DGRO

iShares Core Dividend Growth ETF
Dividend Equity

HDV

iShares Core High Dividend ETF
Dividend Equity

SPYD

SPDR Portfolio S&P 500 High Dividend ETF
Dividend Equity

VIG

Vanguard Dividend Appreciation ETF
Dividend Growth

DIVO

Amplify CWP Enhanced Dividend Income ETF
Income

SDY

SPDR S&P Dividend ETF
Dividend Equity

NOBL

ProShares S&P 500 Dividend Aristocrats ETF
Dividend Equity

PFFD

Global X U.S. Preferred ETF
Preferreds

SCHP

Schwab U.S. TIPS ETF
Inflation-Protected

TIP

iShares TIPS Bond ETF
Inflation-Protected

International ETFs

12

VXUS

Vanguard Total International Stock ETF
International

IXUS

iShares Core MSCI Total International Stock ETF
International

VEA

Vanguard FTSE Developed Markets ETF
Developed Markets

IEFA

iShares Core MSCI EAFE ETF
Developed Markets

SPDW

SPDR Portfolio Developed World ex-US ETF
Developed Markets

VWO

Vanguard FTSE Emerging Markets ETF
Emerging Markets

IEMG

iShares Core MSCI Emerging Markets ETF
Emerging Markets

EEM

iShares MSCI Emerging Markets ETF
Emerging Markets

EWJ

iShares MSCI Japan ETF
Japan

EWU

iShares MSCI United Kingdom ETF
United Kingdom

EWG

iShares MSCI Germany ETF
Germany

FXI

iShares China Large-Cap ETF
China

Sector & Commodities

23

XLE

Energy Select Sector SPDR Fund
Energy

VDE

Vanguard Energy ETF
Energy

IYE

iShares U.S. Energy ETF
Energy

XLF

Financial Select Sector SPDR Fund
Financials

IYF

iShares U.S. Financials ETF
Financials

XLV

Health Care Select Sector SPDR Fund
Healthcare

IYH

iShares U.S. Healthcare ETF
Healthcare

XLI

Industrial Select Sector SPDR Fund
Industrials

XLP

Consumer Staples Select Sector SPDR Fund
Staples

IYK

iShares U.S. Consumer Staples ETF
Staples

XLY

Consumer Discretionary Select Sector SPDR
Discretionary

IYC

iShares U.S. Consumer Discretionary ETF
Discretionary

XLC

Communication Services Select Sector SPDR
Telecom

IYZ

iShares U.S. Telecommunications ETF
Telecom

VNQ

Vanguard Real Estate ETF
Real Estate

XLB

Materials Select Sector SPDR Fund
Materials

IYM

iShares U.S. Basic Materials ETF
Materials

XBI

SPDR S&P Biotech ETF
Biotech

IBB

iShares Biotechnology ETF
Biotech

GLD

SPDR Gold Shares
Commodities

GDX

VanEck Gold Miners ETF
Commodities

GDXJ

VanEck Junior Gold Miners ETF
Commodities

SLV

iShares Silver Trust
Commodities

Bonds & Rates

10

BND

Vanguard Total Bond Market ETF
Total Bond

AGG

iShares Core U.S. Aggregate Bond ETF
Total Bond

TLT

iShares 20+ Year Treasury Bond ETF
Long Term Bond

IEF

iShares 7-10 Year Treasury Bond ETF
Medium Term Bond

SHY

iShares 1-3 Year Treasury Bond ETF
Short Term Bond

VGIT

Vanguard Intermediate-Term Treasury ETF
Medium Term Bond

BIV

Vanguard Intermediate-Term Bond ETF
Medium Term Bond

VCIT

Vanguard Intermediate-Term Corporate Bond ETF
Corporate Bond

HYG

iShares iBoxx $ High Yield Corporate Bond ETF
High Yield Bond

LQD

iShares iBoxx $ Inv Grade Corporate Bond ETF
Corporate Bond

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Data Methodology

Correlation based on 2-year daily returns. Overlap estimates derived from latest publicly disclosed holdings.

Frequently Asked Questions

What is "Overlap"?

Overlap reflects the percentage of shared securities based on the latest publicly reported holdings. Values are estimates and may lag actual current holdings.

How is Correlation calculated?

We utilize 2 years of historical daily price returns to calculate the correlation coefficient. A value of 1.00 indicates perfect positive correlation.

Is this investment advice?

No. This tool displays historical market data only. It does not provide tax, legal, or investment advice. You should consult a qualified professional before making trading decisions.