Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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26
Number of overlapping holdings
10.1%
% of ESG's 265 holdings also in LCF
56.5%
% of LCF's 48 holdings also in ESG
Overlap by Weight
Sector Drift (ESG minus LCF)
Overlapping Holdings
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| Company | Weight in ESG |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.1% | 6.8% | 5.1% |
|
APPLE INC | 4.9% | 7.8% | 4.9% |
|
MICROSOFT CORP | 4.5% | 8.0% | 4.5% |
|
AMAZON.COM INC | 4.5% | 5.2% | 4.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.3% | 2.7% | 2.7% |
Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to LCF
|
JPMORGAN CHASE & CO | 3.4% |
|
ELI LILLY & CO | 2.4% |
|
TESLA MOTORS INC | 2.4% |
|
BROADCOM INC. | 2.3% |
|
PROCTER & GAMBLE CO/THE | 2.1% |
|
WAL-MART STORES INC | 2.0% |
|
COCA-COLA CO/THE | 1.4% |
|
CHEVRON CORP | 1.3% |
|
INTL BUSINESS MACHINES CORP | 1.2% |
 |
ACCENTURE PLC-CL A | 1.1% |
ESG Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -5.7% |
|
NVIDIA CORP | -3.9% |
|
MICROSOFT CORP | -3.6% |
|
APPLE INC | -2.8% |
|
PHILIP MORRIS INTERNATIONAL | -2.5% |
|
HCA HOLDINGS INC | -2.2% |
|
ORACLE CORP | -2.1% |
|
MARKEL CORP | -1.9% |
|
BECTON DICKINSON AND CO | -1.9% |
|
MEDTRONIC PLC | -1.9% |