Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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19
Number of overlapping holdings
17.4%
% of IWY's 110 holdings also in LCF
42.2%
% of LCF's 48 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus LCF)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 13.4% | 9.7% | 9.7% |
|
APPLE INC | 11.6% | 6.5% | 6.5% |
|
AMAZON.COM INC | 7.3% | 5.2% | 5.2% |
|
META PLATFORMS INC | 4.6% | 6.1% | 4.6% |
|
ALPHABET INC. CLASS C | 3.7% | 5.0% | 3.7% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to LCF
|
NVIDIA CORP | 9.3% |
|
APPLE INC | 5.1% |
|
ALPHABET INC. CLASS A | 4.4% |
|
MICROSOFT CORP | 3.7% |
|
ELI LILLY & CO | 2.8% |
|
BROADCOM INC. | 2.5% |
|
AMAZON.COM INC | 2.1% |
|
TESLA MOTORS INC | 2.0% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
|
COSTCO WHOLESALE CORP | 1.5% |
IWY Underweight Relative to LCF
|
BERKSHIRE HATHAWAY INC-CL B | -4.7% |
|
JOHNSON & JOHNSON | -2.5% |
|
GOLDMAN SACHS GROUP INC | -2.3% |
|
HCA HOLDINGS INC | -2.2% |
|
BANK OF AMERICA CORP | -2.0% |
|
SALESFORCE.COM INC | -2.0% |
|
EXXON MOBIL CORP | -2.0% |
 |
MEDTRONIC PLC | -1.9% |
|
AMERISOURCEBERGEN CORP | -1.9% |
|
ORACLE CORP | -1.8% |