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   

26

Number of overlapping holdings

21.0%

% of ULVM's 128 holdings also in LSAF

26.3%

% of LSAF's 101 holdings also in ULVM

Overlap by Weight
Sector Drift (ULVM minus LSAF)
Overlapping Holdings

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Company Weight
in ULVM
Weight
in LSAF
Overlap
FOX CORPORATION CLASS A 1.3% 1.1% 1.1%
ALTRIA GROUP INC 1.0% 1.0% 1.0%
AMERICAN INTERNATIONAL GROUP 0.9% 1.0% 0.9%
WABTEC CORP 0.9% 0.9% 0.9%
HARTFORD FINANCIAL SVCS GRP 0.9% 1.0% 0.9%

Position Highlights (Non-Overlapping Exposures)
ULVM Overweight Relative to LSAF
NISOURCE INC 1.5%
BOSTON SCIENTIFIC CORP 1.4%
BERKSHIRE HATHAWAY INC-CL B 1.4%
WELLTOWER, INC. 1.3%
COSTCO WHOLESALE CORP 1.3%
WAL-MART STORES INC 1.3%
SS&C TECHNOLOGIES HOLDINGS 1.3%
DUKE ENERGY CORP 1.3%
BANK OF NEW YORK MELLON CORP 1.3%
FISERV, INC. 1.2%
ULVM Underweight Relative to LSAF
DUOLINGO, INC. CLASS A -1.3%
SYNNEX CORP -1.2%
PILGRIM'S PRIDE CORP -1.1%
NRG ENERGY INC -1.1%
JABIL CIRCUIT INC -1.1%
TWILIO, INC. CLASS A -1.1%
WILLIAMS-SONOMA INC -1.1%
AUTONATION INC -1.1%
SLM CORP -1.1%
COCA-COLA BOTTLING CO CONSOL -1.1%
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