Posts for tag #Overlap

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Overlap between ETFs - Part2

August 26, 2026

More overlap checks within my Dividend & Value sleeve: MSCI World Value duplicates about 90% of what I hold in Vanguard (5.71% of my total portfolio), and small-position TDIV duplicates 97% of Vanguard (2.3% of the total). I keep TDIV anyway - it pulls my regional allocation closer to target despite the overlap.

#Overlap
#Portfolio
#Asset allocation
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Overlap between ETFs - Part 1

August 10, 2026

I built my own tool to check overlap between my four largest equity ETFs (64% of the portfolio). Xtrackers S&P 500 vs MSCI World Value overlaps just 9.73%, but MSCI World Value vs MSCI World ex USA comes to 31.82% - three times higher. Nothing to act on yet, but worth no all is perfect.

#Overlap
#Portfolio
#Asset allocation
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