Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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311

Number of overlapping holdings

62.2%

% of XCLR's 502 holdings also in EFIV

100.0%

% of EFIV's 314 holdings also in XCLR

Overlap by Weight
Sector Drift (XCLR minus EFIV)
Overlapping Holdings

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Company Weight
in XCLR
Weight
in EFIV
Overlap
APPLE INC 6.9% 10.0% 6.9%
MICROSOFT CORP 6.0% 8.7% 6.0%
NVIDIA CORP 5.7% 8.3% 5.7%
ALPHABET INC. CLASS A 2.3% 3.3% 2.3%
TESLA MOTORS INC 2.2% 3.2% 2.2%

Position Highlights (Non-Overlapping Exposures)
XCLR Overweight Relative to EFIV
AMAZON.COM INC 4.3%
META PLATFORMS INC 2.9%
BROADCOM INC. 2.0%
BERKSHIRE HATHAWAY INC-CL B 1.7%
NETFLIX INC 0.8%
JOHNSON & JOHNSON 0.7%
ORACLE CORP 0.5%
WELLS FARGO & CO 0.5%
INTL BUSINESS MACHINES CORP 0.5%
THERMO FISHER SCIENTIFIC INC 0.4%
XCLR Underweight Relative to EFIV
APPLE INC -3.1%
MICROSOFT CORP -2.7%
NVIDIA CORP -2.5%
ALPHABET INC. CLASS A -1.0%
TESLA MOTORS INC -1.0%
ALPHABET INC. CLASS C -0.8%
JPMORGAN CHASE & CO -0.7%
ELI LILLY & CO -0.6%
VISA INC. CLASS A -0.5%
UNITEDHEALTH GROUP INC -0.4%
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