USPFX ETF

$33.14

Screen 3,400+ ETFsFind similar ETFs with lower fees

AUM$77M

TER1.15%

Holdings26

USPFX ETF

$33.14

Union Street Partners Value Fund Advisor Class

AUM$77M

TER1.15%

Holdings26

Screen 3,400+ ETFsFind similar ETFs with lower fees

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✓Overlap Analysis

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Holdings Overlap Analysis

Compare USPFX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings USPFX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

USPFX ETF Overlap Analysis

USPFX overlap analysis compares holdings with other ETFs to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

USPFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 26 holdings, USPFX may share significant positions with broad-market funds.

USPFX overlap tool lets you enter any other ETF ticker and see the exact overlap percentage and shared holdings. USPFX tax-loss harvesting finds highly correlated but non-identical funds.