ETF Trace
An ETF analysis tool for people who index deliberately: see the underlying companies you hold, your true weight in each, and the metrics that decide whether the portfolio is really diversified.
You can’t manage exposure you can’t see. We look through every ETF to the companies inside, measured from the funds’ own published holdings, so you can watch concentration and know what you own.
One merged report: what you actually own, how much is doubled up across funds, what it costs and what it is priced at. Add a fund from the screener or test one with the what-if tool.
These are the engine's real numbers for a 40/30/30 VOO, QQQ and SCHD portfolio, computed from the funds' filed holdings. Try the live demo →
Choose Try an ETF in your portfolio preview and give the candidate its final weight. Everything you already hold shrinks proportionally, and both portfolios are measured side by side.
Free with no account: compare as many ETFs as you like, one at a time. Paid access combines up to three additions in one scenario.
Of the 10% you would give VGT, about 1% of the portfolio is exposure you do not already hold.
Three funds can be one bet in disguise. The chart is the proof: every holding looked through, merged by company, and ranked by weight across the funds.
Check weighted overlap, shared holdings, fees and concentration for US-listed and European UCITS ETFs. Each result carries the holdings dates used.
Every fund in the catalogue has its own page: P/E ratio with weight coverage, holdings, sectors, countries, concentration and overlap with major index funds. Start from a popular one, or filter the catalogue in the ETF P/E screener.
Add the ETFs and stocks you hold: by ticker, ISIN, name, a pasted broker table, even a screenshot. We look through each fund to the companies inside, and a stock you hold directly adds to that same company’s total. Up to 20 holdings per portfolio.
It tailors search and examples to your market. Add funds by ticker either way. Hold both? Choose Both and we merge them into one view.
Search a fund by name, ticker, or ISIN and pick it from the list. Add as many as you hold, or paste a whole list lower down.
Compare the portfolio before and after without changing the portfolio you entered.
Your funds dissolve into – distinct companies.
Full geography breakdown →
Funds that look different can hold the same companies. Here's where your money is doubled up.
Each weight is the company's share of your whole portfolio, summed across every fund that holds it.
The building blocks of your portfolio, each normalised to 100% of itself before merging. Select any fund to see everything inside it.
Which countries your companies are listed in, and how that compares to the global market. By issuer country, weighted by your real exposure.
One fund per line: ticker or name, with a weight, %, or amount. A copied spreadsheet table works too.