ETF replication · Bill Nygren

Which ETF replicates Bill Nygren's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with Bill Nygren's Oakmark Funds portfolio — overlap score 21.1 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF

XLF

Financial Select Sector SPDR Fund

Overlap score

21.1

1 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLFFinancial Select Sector SPDR Fund

Overlap score

21.1

Shared top-10 holdings (1):

BAC 4.3% × 4.9%

#2QQQInvesco QQQ Trust

Overlap score

12.7

Shared top-10 holdings (1):

GOOGL 4.9% × 2.6%

#3VOOVanguard S&P 500 ETF

Overlap score

10.3

Shared top-10 holdings (1):

GOOGL 4.9% × 2.1%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

10.3

Shared top-10 holdings (1):

GOOGL 4.9% × 2.1%

#5VTIVanguard Total Stock Market ETF

Overlap score

9.3

Shared top-10 holdings (1):

GOOGL 4.9% × 1.9%

Bill Nygren's investment philosophy

Concentrated value. Buy good businesses at a discount to intrinsic value.

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