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

36
Number of overlapping holdings
18.3%
% of IWL's 199 holdings also in LCF
78.3%
% of LCF's 47 holdings also in IWL
Overlap by Weight
Sector Drift (IWL minus LCF)
Overlapping Holdings
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Company | Weight in IWL |
Weight in LCF |
Overlap | |
---|---|---|---|---|
APPLE INC | 7.8% | 8.0% | 7.8% | |
MICROSOFT CORP | 7.1% | 8.4% | 7.1% | |
AMAZON.COM INC | 5.1% | 5.6% | 5.1% | |
NVIDIA CORP | 6.5% | 4.3% | 4.3% | |
META PLATFORMS INC | 3.5% | 6.2% | 3.5% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to LCF
ALPHABET INC. CLASS A | 2.8% | |
TESLA MOTORS INC | 2.6% | |
BROADCOM INC. | 2.3% | |
NVIDIA CORP | 2.2% | |
JPMORGAN CHASE & CO | 1.7% | |
ELI LILLY & CO | 1.5% | |
MASTERCARD INCORPORATED CLASS A | 1.0% | |
COSTCO WHOLESALE CORP | 1.0% | |
WAL-MART STORES INC | 1.0% | |
HOME DEPOT INC | 0.9% |
IWL Underweight Relative to LCF
ALPHABET INC. CLASS C | -3.7% | |
META PLATFORMS INC | -2.7% | |
GOLDMAN SACHS GROUP INC | -2.2% | |
ORACLE CORP | -2.1% | |
SALESFORCE.COM INC | -1.9% | |
HCA HOLDINGS INC | -1.8% | |
BECTON DICKINSON AND CO | -1.7% | |
BANK OF AMERICA CORP | -1.7% | |
MARKEL CORP | -1.7% | |
PHILIP MORRIS INTERNATIONAL | -1.4% |