Compare two portfolios
Overlap is the share of value held in the same companies on both sides: for each company, the smaller of its two weights, added up. Two portfolios holding different funds can still own the same companies, and this is how much of them they share.
Portfolio A
No funds yet.
Portfolio B
No funds yet.
Both sides need funds totalling 100%
Add at least one fund to each side and make each side total 100%. The comparison is not scaled to fit: a side that accounts for 60% of its value would make the overlap mean something else.