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   

36

Number of overlapping holdings

18.3%

% of IWL's 199 holdings also in LCF

78.3%

% of LCF's 48 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
MICROSOFT CORP 8.2% 8.0% 8.0%
APPLE INC 6.7% 7.8% 6.7%
AMAZON.COM INC 4.6% 5.2% 4.6%
NVIDIA CORP 7.7% 3.9% 3.9%
META PLATFORMS INC 3.5% 6.8% 3.5%

Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to LCF
NVIDIA CORP 3.8%
BROADCOM INC. 2.7%
ALPHABET INC. CLASS A 2.4%
TESLA MOTORS INC 2.1%
JPMORGAN CHASE & CO 1.7%
ELI LILLY & CO 1.5%
MASTERCARD INCORPORATED CLASS A 1.1%
COSTCO WHOLESALE CORP 1.0%
WAL-MART STORES INC 1.0%
PROCTER & GAMBLE CO/THE 0.9%
IWL Underweight Relative to LCF
ALPHABET INC. CLASS C -3.7%
META PLATFORMS INC -3.3%
GOLDMAN SACHS GROUP INC -2.0%
HCA HOLDINGS INC -2.0%
BANK OF AMERICA CORP -1.9%
MEDTRONIC PLC -1.9%
MARKEL CORP -1.9%
BECTON DICKINSON AND CO -1.9%
PHILIP MORRIS INTERNATIONAL -1.8%
UNITEDHEALTH GROUP INC -1.8%
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