Fund Overlap

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


For overlap across multiple ETFs use Portfolio Builder   

312

Number of overlapping holdings

100.0%

% of EFIV's 314 holdings also in XRMI

62.3%

% 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 10.1% 7.4% 7.4%
APPLE INC 9.6% 7.0% 7.0%
MICROSOFT CORP 8.7% 6.4% 6.4%
ALPHABET INC. CLASS A 2.9% 2.1% 2.1%
TESLA MOTORS INC 2.5% 1.8% 1.8%

Position Highlights (Non-Overlapping Exposures)
EFIV Overweight Relative to XRMI
NVIDIA CORP 2.7%
APPLE INC 2.6%
MICROSOFT CORP 2.4%
ALPHABET INC. CLASS A 0.8%
TESLA MOTORS INC 0.7%
ALPHABET INC. CLASS C 0.7%
JPMORGAN CHASE & CO 0.5%
ELI LILLY & CO 0.5%
UNITEDHEALTH GROUP INC 0.4%
EXXON MOBIL CORP 0.4%
EFIV Underweight Relative to XRMI
AMAZON.COM INC -3.9%
META PLATFORMS INC -2.6%
BROADCOM INC. -1.7%
BERKSHIRE HATHAWAY INC-CL B -1.7%
JOHNSON & JOHNSON -0.8%
NETFLIX INC -0.7%
ORACLE CORP -0.6%
WELLS FARGO & CO -0.5%
SERVICENOW INC -0.4%
THERMO FISHER SCIENTIFIC INC -0.4%
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