Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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323

Number of overlapping holdings

100.0%

% of EFIV's 323 holdings also in XRMI

64.6%

% of XRMI's 503 holdings also in EFIV

Overlap by Weight
Sector Drift (EFIV minus XRMI)
Overlapping Holdings

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Company Weight
in EFIV
Weight
in XRMI
Overlap
NVIDIA CORP 9.1% 41.9% 9.1%
MICROSOFT CORP 9.6% 4.4% 4.4%
APPLE INC 8.7% 4.0% 4.0%
ALPHABET INC. CLASS A 3.1% 1.4% 1.4%
ALPHABET INC. CLASS C 2.6% 1.2% 1.2%

Position Highlights (Non-Overlapping Exposures)
EFIV Overweight Relative to XRMI
MICROSOFT CORP 5.2%
APPLE INC 4.7%
ALPHABET INC. CLASS A 1.7%
ALPHABET INC. CLASS C 1.4%
ELI LILLY & CO 1.1%
JPMORGAN CHASE & CO 1.0%
EXXON MOBIL CORP 0.8%
TESLA MOTORS INC 0.8%
UNITEDHEALTH GROUP INC 0.7%
VISA INC. CLASS A 0.7%
EFIV Underweight Relative to XRMI
NVIDIA CORP -32.8%
AMAZON.COM INC -2.4%
META PLATFORMS INC -1.5%
BERKSHIRE HATHAWAY INC-CL B -1.1%
BROADCOM INC. -0.9%
JOHNSON & JOHNSON -0.5%
NETFLIX INC -0.4%
THERMO FISHER SCIENTIFIC INC -0.3%
WELLS FARGO & CO -0.3%
ORACLE CORP -0.3%
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