Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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11
Number of overlapping holdings
23.9%
% of LCF's 48 holdings also in MAVF
39.3%
% of MAVF's 29 holdings also in LCF
Overlap by Weight
Sector Drift (LCF minus MAVF)
Overlapping Holdings
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| Company | Weight in LCF |
Weight in MAVF |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 8.0% | 7.7% | 7.7% |
|
ALPHABET INC. CLASS C | 5.7% | 7.3% | 5.7% |
|
META PLATFORMS INC | 6.8% | 5.6% | 5.6% |
|
APPLE INC | 7.8% | 5.2% | 5.2% |
|
AMAZON.COM INC | 5.2% | 5.2% | 5.2% |
Position Highlights (Non-Overlapping Exposures)
LCF Overweight Relative to MAVF
|
NVIDIA CORP | 3.9% |
|
BERKSHIRE HATHAWAY INC-CL B | 2.7% |
|
VISA INC. CLASS A | 2.7% |
|
BANK OF AMERICA CORP | 2.6% |
|
ORACLE CORP | 2.6% |
|
APPLE INC | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.5% |
|
UNITEDHEALTH GROUP INC | 2.5% |
|
JOHNSON & JOHNSON | 2.3% |
|
SALESFORCE.COM INC | 2.2% |
LCF Underweight Relative to MAVF
|
JPMORGAN CHASE & CO | -5.3% |
|
MORGAN STANLEY | -4.3% |
|
BANK OF NEW YORK MELLON CORP | -3.9% |
|
WELLS FARGO & CO | -3.5% |
|
ZIMMER HOLDINGS INC | -3.5% |
|
QUALCOMM INC | -3.3% |
|
PAYPAL HOLDINGS INC | -3.3% |
|
PNC FINANCIAL SERVICES GROUP | -3.2% |
|
LOWE'S COS INC | -3.2% |
|
L3HARRIS TECHNOLOGIES INC | -3.2% |