Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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6
Number of overlapping holdings
13.0%
% of LCF's 48 holdings also in DWLD
16.2%
% of DWLD's 40 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 | 6.8% | 6.7% | 6.7% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% | 3.5% | 2.7% |
|
AMAZON.COM INC | 5.2% | 2.4% | 2.4% |
|
ALPHABET INC. CLASS C | 5.7% | 2.4% | 2.4% |
|
MARKEL CORP | 1.9% | 4.3% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to DWLD
|
MICROSOFT CORP | 8.0% |
|
APPLE INC | 7.8% |
|
NVIDIA CORP | 3.9% |
|
ALPHABET INC. CLASS C | 3.3% |
|
AMAZON.COM INC | 2.8% |
|
VISA INC. CLASS A | 2.7% |
|
BANK OF AMERICA CORP | 2.6% |
|
ORACLE CORP | 2.6% |
|
UNITEDHEALTH GROUP INC | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% |
LCF Underweight Relative to DWLD
 |
MEITUAN DIANPING | -6.3% |
 |
PING AN INSURANCE GROUP CO-H | -5.6% |
|
TRIP.COM GROUP LTD. SPONSORED ADR | -5.2% |
 |
PROSUS N.V. CLASS N | -5.1% |
 |
JULIUS BAER GRUPPE AG | -4.6% |
|
CAPITAL ONE FINANCIAL CORP | -4.5% |
 |
DANSKE BANK A/S | -4.3% |
|
MGM MIRAGE | -3.7% |
 |
SAMSUNG ELECTRONICS CO LTD | -3.3% |
 |
TOURMALINE OIL CORP | -3.1% |