ETF replication · Chuck Akre

Which ETF replicates Chuck Akre's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with Chuck Akre's Akre Capital Management portfolio — overlap score 212.6 across 2 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

212.6

2 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLFFinancial Select Sector SPDR Fund

Overlap score

212.6

Shared top-10 holdings (2):

MA 17.8% × 6.2%V 14.2% × 7.2%

#2JEPIJPMorgan Equity Premium Income ETF

Overlap score

53.0

Shared top-10 holdings (3):

MA 17.8% × 1.5%V 14.2% × 1.5%META 3.1% × 1.6%

#3QQQInvesco QQQ Trust

Overlap score

14.3

Shared top-10 holdings (1):

META 3.1% × 4.6%

#4VOOVanguard S&P 500 ETF

Overlap score

7.8

Shared top-10 holdings (1):

META 3.1% × 2.5%

#5SPYSPDR S&P 500 ETF Trust

Overlap score

7.8

Shared top-10 holdings (1):

META 3.1% × 2.5%

Chuck Akre's investment philosophy

The three-legged stool: great business, great management, great reinvestment.

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