Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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314
Number of overlapping holdings
62.9%
% of XTR's 502 holdings also in EFIV
100.0%
% of EFIV's 315 holdings also in XTR
Overlap by Weight
Sector Drift (XTR minus EFIV)
Overlapping Holdings
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Company | Weight in XTR |
Weight in EFIV |
Overlap | |
---|---|---|---|---|
MICROSOFT CORP | 7.1% | 9.6% | 7.1% | |
APPLE INC | 5.7% | 7.8% | 5.7% | |
NVIDIA CORP | 4.5% | 6.1% | 4.5% | |
AMAZON.COM INC | 3.8% | 5.2% | 3.8% | |
ALPHABET INC. CLASS A | 2.2% | 2.9% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
XTR Overweight Relative to EFIV
META PLATFORMS INC | 2.5% | |
BERKSHIRE HATHAWAY INC-CL B | 1.8% | |
BROADCOM INC. | 1.3% | |
EXXON MOBIL CORP | 1.1% | |
JOHNSON & JOHNSON | 0.9% | |
COSTCO WHOLESALE CORP | 0.8% | |
WELLS FARGO & CO | 0.5% | |
ACCENTURE PLC-CL A | 0.5% | |
ORACLE CORP | 0.4% | |
INTL BUSINESS MACHINES CORP | 0.4% |
XTR Underweight Relative to EFIV
MICROSOFT CORP | -2.5% | |
APPLE INC | -2.0% | |
NVIDIA CORP | -1.6% | |
AMAZON.COM INC | -1.4% | |
ALPHABET INC. CLASS A | -0.8% | |
ALPHABET INC. CLASS C | -0.7% | |
ELI LILLY & CO | -0.5% | |
JPMORGAN CHASE & CO | -0.5% | |
UNITEDHEALTH GROUP INC | -0.4% | |
VISA INC. CLASS A | -0.4% |