Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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34
Number of overlapping holdings
17.5%
% of IWL's 197 holdings also in LCF
75.6%
% 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 | 8.4% | 9.7% | 8.4% |
|
APPLE INC | 7.3% | 6.5% | 6.5% |
|
AMAZON.COM INC | 4.6% | 5.2% | 4.6% |
|
META PLATFORMS INC | 2.9% | 6.1% | 2.9% |
|
ALPHABET INC. CLASS C | 2.2% | 5.0% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
IWL Overweight Relative to LCF
|
NVIDIA CORP | 5.8% |
|
ALPHABET INC. CLASS A | 2.6% |
|
ELI LILLY & CO | 1.8% |
|
BROADCOM INC. | 1.6% |
|
JPMORGAN CHASE & CO | 1.6% |
|
TESLA MOTORS INC | 1.3% |
|
PROCTER & GAMBLE CO/THE | 1.1% |
|
MASTERCARD INCORPORATED CLASS A | 1.0% |
|
COSTCO WHOLESALE CORP | 1.0% |
|
HOME DEPOT INC | 0.9% |
IWL Underweight Relative to LCF
|
META PLATFORMS INC | -3.2% |
|
ALPHABET INC. CLASS C | -2.7% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.7% |
|
HCA HOLDINGS INC | -2.1% |
|
SALESFORCE.COM INC | -2.1% |
|
GOLDMAN SACHS GROUP INC | -1.9% |
|
AMERISOURCEBERGEN CORP | -1.9% |
|
MONSTER BEVERAGE CORPORATION | -1.8% |
|
MARKEL CORP | -1.7% |
|
ORACLE CORP | -1.6% |