Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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28
Number of overlapping holdings
10.7%
% of ESG's 264 holdings also in LCF
62.2%
% 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 | 5.9% | 6.1% | 5.9% |
|
AMAZON.COM INC | 5.3% | 5.2% | 5.2% |
|
MICROSOFT CORP | 4.9% | 9.7% | 4.9% |
|
APPLE INC | 4.1% | 6.5% | 4.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.8% | 4.7% | 2.8% |
Position Highlights (Non-Overlapping Exposures)
ESG Overweight Relative to LCF
|
TESLA MOTORS INC | 3.0% |
|
JPMORGAN CHASE & CO | 2.9% |
|
ELI LILLY & CO | 1.8% |
|
BROADCOM INC. | 1.7% |
|
MERCK & CO. INC. | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
|
CHEVRON CORP | 1.4% |
|
WAL-MART STORES INC | 1.4% |
 |
ACCENTURE PLC-CL A | 1.4% |
|
COCA-COLA CO/THE | 1.2% |
ESG Underweight Relative to LCF
|
ALPHABET INC. CLASS C | -5.0% |
|
MICROSOFT CORP | -4.8% |
|
APPLE INC | -2.5% |
|
HCA HOLDINGS INC | -2.3% |
|
SALESFORCE.COM INC | -2.3% |
|
MONSTER BEVERAGE CORPORATION | -1.9% |
|
BERKSHIRE HATHAWAY INC-CL B | -1.9% |
|
AMERISOURCEBERGEN CORP | -1.8% |
|
MARKEL CORP | -1.7% |
|
PHILIP MORRIS INTERNATIONAL | -1.6% |