Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
11.1%
% of LCF's 48 holdings also in DWLD
12.8%
% of DWLD's 39 holdings also in LCF
Overlap by Weight
Sector Drift (LCF minus DWLD)
Overlapping Holdings
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Company | Weight in LCF |
Weight in DWLD |
Overlap | |
---|---|---|---|---|
META PLATFORMS INC | 6.1% | 8.2% | 6.1% | |
BERKSHIRE HATHAWAY INC-CL B | 4.7% | 4.7% | 4.7% | |
AMAZON.COM INC | 5.2% | 4.6% | 4.6% | |
ALPHABET INC. CLASS C | 5.0% | 2.5% | 2.5% | |
MARKEL CORP | 1.7% | 2.0% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DWLD
MICROSOFT CORP | 9.7% | |
APPLE INC | 6.5% | |
SALESFORCE.COM INC | 2.8% | |
UNITEDHEALTH GROUP INC | 2.7% | |
JOHNSON & JOHNSON | 2.5% | |
ALPHABET INC. CLASS C | 2.5% | |
VISA INC. CLASS A | 2.4% | |
GOLDMAN SACHS GROUP INC | 2.3% | |
HCA HOLDINGS INC | 2.3% | |
ORACLE CORP | 2.1% |
LCF Underweight Relative to DWLD
DANSKE BANK A/S | -6.9% | |
CAPITAL ONE FINANCIAL CORP | -5.3% | |
WELLS FARGO & CO | -5.0% | |
JULIUS BAER GRUPPE AG | -4.6% | |
MEITUAN DIANPING | -4.5% | |
PROSUS N.V. CLASS N | -4.2% | |
DBS GROUP HOLDINGS LTD | -4.1% | |
SAMSUNG ELECTRONICS CO LTD | -3.9% | |
MGM MIRAGE | -3.8% | |
PING AN INSURANCE GROUP CO-H | -3.3% |