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
315
Number of overlapping holdings
62.7%
% of XCLR's 502 holdings also in EFIV
99.1%
% of EFIV's 312 holdings also in XCLR
Overlap by Weight
Sector Drift (XCLR minus EFIV)
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 XCLR |
Weight in EFIV |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 7.1% | 9.6% | 7.1% |
|
MICROSOFT CORP | 6.6% | 9.4% | 6.6% |
|
NVIDIA CORP | 5.9% | 8.3% | 5.9% |
|
ALPHABET INC. CLASS A | 2.0% | 2.8% | 2.0% |
|
ALPHABET INC. CLASS C | 1.6% | 2.3% | 1.6% |
Position Highlights (Non-Overlapping Exposures)
XCLR Overweight Relative to EFIV
|
AMAZON.COM INC | 3.7% |
|
META PLATFORMS INC | 2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | 1.7% |
|
BROADCOM INC. | 1.6% |
|
JOHNSON & JOHNSON | 0.8% |
|
NETFLIX INC | 0.6% |
|
ORACLE CORP | 0.6% |
|
THERMO FISHER SCIENTIFIC INC | 0.5% |
|
INTL BUSINESS MACHINES CORP | 0.4% |
|
WELLS FARGO & CO | 0.4% |
XCLR Underweight Relative to EFIV
|
MICROSOFT CORP | -2.8% |
|
APPLE INC | -2.5% |
|
NVIDIA CORP | -2.5% |
|
ALPHABET INC. CLASS A | -0.8% |
|
ALPHABET INC. CLASS C | -0.7% |
|
ELI LILLY & CO | -0.7% |
|
TESLA MOTORS INC | -0.6% |
|
JPMORGAN CHASE & CO | -0.5% |
|
UNITEDHEALTH GROUP INC | -0.5% |
|
EXXON MOBIL CORP | -0.5% |