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
7
Number of overlapping holdings
15.2%
% of LCF's 48 holdings also in DUSA
25.9%
% of DUSA's 27 holdings also in LCF
Overlap by Weight
Sector Drift (LCF minus DUSA)
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 LCF |
Weight in DUSA |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 6.8% | 9.6% | 6.8% |
|
AMAZON.COM INC | 5.2% | 5.9% | 5.2% |
|
ALPHABET INC. CLASS C | 5.7% | 4.1% | 4.1% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% | 8.4% | 2.7% |
|
MARKEL CORP | 1.9% | 5.4% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DUSA
|
MICROSOFT CORP | 8.0% |
|
APPLE INC | 7.8% |
|
NVIDIA CORP | 3.9% |
|
VISA INC. CLASS A | 2.7% |
|
BANK OF AMERICA CORP | 2.6% |
|
ORACLE CORP | 2.6% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% |
|
UNITEDHEALTH GROUP INC | 2.5% |
|
GOLDMAN SACHS GROUP INC | 2.5% |
|
JOHNSON & JOHNSON | 2.3% |
LCF Underweight Relative to DUSA
|
CAPITAL ONE FINANCIAL CORP | -9.6% |
|
US BANCORP | -6.3% |
|
CVS CAREMARK CORP | -6.0% |
|
MGM MIRAGE | -6.0% |
|
BERKSHIRE HATHAWAY INC-CL B | -5.6% |
|
APPLIED MATERIALS INC | -3.7% |
|
MARKEL CORP | -3.5% |
|
WELLS FARGO & CO | -3.4% |
|
VIATRIS, INC. | -3.3% |
|
HUMANA INC | -3.2% |