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
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| 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% |