{"format":"alysly-page/1","url":"https://alysly.com/tools/portfolio-analysis/","json":"https://alysly.com/json/tools/portfolio-analysis/index.json","lang":"en-US","title":"ETF Portfolio Analysis: Holdings, Overlap and Backtest","description":"Tools for ETF portfolios based on published holdings and real price series: X-ray, overlap check and backtest with common portfolio designs.","modified":"2026-11-12T09:52:13+01:00","alternates":[{"lang":"de-DE","url":"https://alysly.com/de/tools/depot-analyse/","json":"https://alysly.com/json/de/tools/depot-analyse/index.json"}],"about":"Machine-readable version of the page at url. It contains the text, tables and key figures published there, but not the interactive charts and tools.","breadcrumb":[{"name":"Tools","url":"https://alysly.com/tools/"},{"name":"Portfolio Analysis","url":"https://alysly.com/tools/portfolio-analysis/"}],"content":[{"type":"heading","level":1,"text":"ETF Portfolio Analysis Tools"},{"type":"paragraph","text":"What an ETF mix holds, where funds overlap, and how the mix would have done in the past. The tools use the funds' published holdings and real price series."},{"type":"heading","level":2,"text":"ETF Portfolio X-Ray","links":[{"text":"ETF Portfolio X-Ray","href":"https://alysly.com/tools/portfolio-analysis/etf-x-ray/"}]},{"type":"paragraph","text":"Which stocks, sectors and countries a portfolio of several ETFs actually holds: positions from all funds added up, with a look at concentration and US exposure."},{"type":"heading","level":2,"text":"ETF Overlap Checker","links":[{"text":"ETF Overlap Checker","href":"https://alysly.com/tools/portfolio-analysis/etf-overlap/"}]},{"type":"paragraph","text":"Two ETFs in one portfolio? How much they actually overlap: the shared holdings and a single overlap score."},{"type":"heading","level":2,"text":"ETF Portfolio Backtest","links":[{"text":"ETF Portfolio Backtest","href":"https://alysly.com/tools/portfolio-analysis/etf-backtest/"}]},{"type":"paragraph","text":"Historical performance of a mix of ETFs, indices, gold, oil, currencies and crypto in euros or dollars: annual return, maximum drawdown and volatility."},{"type":"heading","level":2,"text":"ETF Rebalancing Calculator","links":[{"text":"ETF Rebalancing Calculator","href":"https://alysly.com/tools/portfolio-analysis/rebalancing-calculator/"}]},{"type":"paragraph","text":"Which ETF to buy or sell, and by how much, to restore target weights: with new money only or with sales, units at the last fund price."},{"type":"heading","level":2,"id":"h-cat-data","text":"Data Behind These Tools"},{"type":"paragraph","text":"The tools in this category calculate with this data from our database or use it to fill in their fields:"},{"type":"list","ordered":false,"items":[{"text":"ETFs","href":"https://alysly.com/markets/etfs/"},{"text":"Stocks","href":"https://alysly.com/markets/stocks/"},{"text":"Stocks by Sector","href":"https://alysly.com/markets/stocks/by-sector/"},{"text":"Countries","href":"https://alysly.com/markets/countries/"},{"text":"Indices","href":"https://alysly.com/markets/indices/"},{"text":"Precious Metals","href":"https://alysly.com/markets/metals/"},{"text":"Commodities","href":"https://alysly.com/markets/commodities/"},{"text":"Currencies","href":"https://alysly.com/markets/forex/"},{"text":"Crypto","href":"https://alysly.com/markets/crypto/"}]},{"type":"heading","level":2,"id":"h-cat-studies","text":"Related Research"},{"type":"list","ordered":false,"items":[{"text":"Bitcoin in Investment Portfolios: The Real Numbers May 19, 2026","links":[{"text":"Bitcoin in Investment Portfolios: The Real Numbers","href":"https://alysly.com/research/bitcoin-investment-portfolios/"}]},{"text":"US Weight in the MSCI World: What Does It Really Mean for Investors? Jan 13, 2026","links":[{"text":"US Weight in the MSCI World: What Does It Really Mean for Investors?","href":"https://alysly.com/research/msci-world-us-weight/"}]},{"text":"Why Most Traders Lose Money: What the Data Shows Oct 14, 2025","links":[{"text":"Why Most Traders Lose Money: What the Data Shows","href":"https://alysly.com/research/why-most-traders-lose-money/"}]}]},{"type":"heading","level":2,"id":"h-cat-others","text":"Other Categories"},{"type":"list","ordered":false,"items":[{"text":"Trading","href":"https://alysly.com/tools/trading/"},{"text":"Market Analysis","href":"https://alysly.com/tools/market-analysis/"},{"text":"Saving","href":"https://alysly.com/tools/saving/"}]},{"type":"paragraph","text":"Updated Nov 12, 2026 · Data checked automatically Nov 13, 2026"}],"structured_data":[{"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://alysly.com/#org","name":"Alysly","url":"https://alysly.com/","logo":{"@type":"ImageObject","url":"https://alysly.com/img/icon-512.png","width":512,"height":512},"description":"Free analysis tools for traders and long-term investors. 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