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   

311

Number of overlapping holdings

100.0%

% of EFIV's 314 holdings also in XRMI

62.1%

% of XRMI's 503 holdings also in EFIV

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

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Company Weight
in EFIV
Weight
in XRMI
Overlap
APPLE INC 10.6% 7.3% 7.3%
MICROSOFT CORP 8.5% 5.9% 5.9%
NVIDIA CORP 8.1% 5.6% 5.6%
ALPHABET INC. CLASS A 3.0% 2.0% 2.0%
ALPHABET INC. CLASS C 2.4% 1.7% 1.7%

Position Highlights (Non-Overlapping Exposures)
EFIV Overweight Relative to XRMI
APPLE INC 3.3%
MICROSOFT CORP 2.6%
NVIDIA CORP 2.5%
ALPHABET INC. CLASS A 0.9%
ALPHABET INC. CLASS C 0.8%
TESLA MOTORS INC 0.7%
JPMORGAN CHASE & CO 0.6%
ELI LILLY & CO 0.6%
VISA INC. CLASS A 0.5%
EXXON MOBIL CORP 0.4%
EFIV Underweight Relative to XRMI
AMAZON.COM INC -3.8%
META PLATFORMS INC -2.7%
BERKSHIRE HATHAWAY INC-CL B -1.8%
BROADCOM INC. -1.8%
JOHNSON & JOHNSON -0.8%
NETFLIX INC -0.8%
ORACLE CORP -0.5%
INTL BUSINESS MACHINES CORP -0.5%
PHILIP MORRIS INTERNATIONAL -0.5%
WELLS FARGO & CO -0.5%
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