FundOverlap AI

Compare ETF and fund overlap before you double your fees

1 follower

Compare ETF and fund overlap before you double your fees

1 follower

FundOverlap AI helps investors detect hidden overlap between ETFs and mutual funds. Many portfolios unknowingly hold the same companies through different funds, reducing diversification and increasing fees. Compare 2–5 funds instantly and see how similar they really are using holdings and exposure data. Built for clarity, speed, and smarter portfolio decisions. Early access — coverage improving continuously.

Free

Launch tags:Fintech•Investing•Finance

Launch Team / Built With

LightfieldAI-native CRM that builds itself and does work for you

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Maker

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As beginners, we realized we didn’t actually know how diversified our portfolios were. We held multiple funds that sounded different — global, tech, emerging markets — but we had no clear way to see how much they overlapped. Most tools showed performance, fees, or allocation, but not whether we were basically buying the same companies again. What started as a small school project between me and two friends became an attempt to solve that. We began experimenting with comparing fund holdings, then added exposure-based comparisons when full data wasn’t available. Over time, it evolved into a simple tool where you can select a few funds and instantly see how similar they actually are. The goal isn’t to replace portfolio tools — it’s to answer one specific question: “Am I actually diversified?” We’re launching in early access and improving data coverage continuously in the background. Would love feedback on: • Missing funds • Comparison accuracy • UI clarity • Features you'd find useful Curious to see how others are building portfolios — and whether this helps.

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5mo ago

Forum Threads

p/fundoverlap-ai

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5mo ago

Do your funds actually overlap more than you think?

We're launching FundOverlap AI soon and would love some early feedback.

As beginners, we realized we didn t actually know how diversified our portfolios were. Many funds sound different but often hold the same companies. That s what inspired us to build a simple tool to compare overlap between ETFs and mutual funds.

Before launch, we d love to understand:

How do you currently check fund overlap?
Have you ever discovered two funds you own are very similar?
What would you want to see in a tool like this?
Would you use this before building a portfolio?

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