Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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21
Number of overlapping holdings
20.0%
% of IWY's 106 holdings also in LCF
45.7%
% of LCF's 47 holdings also in IWY
Overlap by Weight
Sector Drift (IWY minus LCF)
Overlapping Holdings
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| Company | Weight in IWY |
Weight in LCF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 11.2% | 7.9% | 7.9% |
|
APPLE INC | 12.9% | 7.5% | 7.5% |
|
META PLATFORMS INC | 5.9% | 7.5% | 5.9% |
|
AMAZON.COM INC | 7.9% | 5.6% | 5.6% |
|
NVIDIA CORP | 12.0% | 4.5% | 4.5% |
Position Highlights (Non-Overlapping Exposures)
IWY Overweight Relative to LCF
|
NVIDIA CORP | 7.5% |
|
APPLE INC | 5.4% |
|
ALPHABET INC. CLASS A | 4.0% |
|
BROADCOM INC. | 3.9% |
|
TESLA MOTORS INC | 3.6% |
|
MICROSOFT CORP | 3.3% |
|
ELI LILLY & CO | 2.5% |
|
AMAZON.COM INC | 2.3% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
MASTERCARD INCORPORATED CLASS A | 1.7% |
IWY Underweight Relative to LCF
|
BANK OF AMERICA CORP | -2.8% |
|
GOLDMAN SACHS GROUP INC | -2.5% |
|
BERKSHIRE HATHAWAY INC-CL B | -2.5% |
|
UNITEDHEALTH GROUP INC | -2.3% |
|
ALPHABET INC. CLASS C | -2.3% |
|
PHILIP MORRIS INTERNATIONAL | -2.3% |
|
JOHNSON & JOHNSON | -2.0% |
 |
MEDTRONIC PLC | -2.0% |
|
HCA HOLDINGS INC | -1.9% |
|
BECTON DICKINSON AND CO | -1.8% |