Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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5
Number of overlapping holdings
10.9%
% of LCF's 47 holdings also in DWLD
13.2%
% of DWLD's 42 holdings also in LCF
Overlap by Weight
Sector Drift (LCF minus DWLD)
Overlapping Holdings
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| Company | Weight in LCF |
Weight in DWLD |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.4% | 6.2% | 5.4% |
|
BERKSHIRE HATHAWAY INC-CL B | 3.9% | 4.5% | 3.9% |
|
AMAZON.COM INC | 5.1% | 3.1% | 3.1% |
|
ALPHABET INC. CLASS C | 5.8% | 2.8% | 2.8% |
|
MARKEL CORP | 1.7% | 2.0% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DWLD
|
MICROSOFT CORP | 9.3% |
|
APPLE INC | 7.6% |
|
UNITEDHEALTH GROUP INC | 3.1% |
|
ALPHABET INC. CLASS C | 3.1% |
|
GOLDMAN SACHS GROUP INC | 2.6% |
|
NVIDIA CORP | 2.6% |
|
HCA HOLDINGS INC | 2.5% |
|
ORACLE CORP | 2.4% |
|
JOHNSON & JOHNSON | 2.4% |
|
BANK OF AMERICA CORP | 2.3% |
LCF Underweight Relative to DWLD
|
CAPITAL ONE FINANCIAL CORP | -5.2% |
 |
MEITUAN DIANPING | -5.0% |
 |
PING AN INSURANCE GROUP CO-H | -4.7% |
 |
PROSUS N.V. CLASS N | -4.5% |
 |
DANSKE BANK A/S | -4.5% |
 |
JULIUS BAER GRUPPE AG | -4.1% |
|
HUMANA INC | -4.0% |
 |
SAMSUNG ELECTRONICS CO LTD | -3.8% |
|
MGM MIRAGE | -3.4% |
 |
TECK RESOURCES LTD-CLS B | -3.1% |