ETF replication · David Rolfe

Which ETF replicates David Rolfe's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with David Rolfe's Wedgewood Partners portfolio — overlap score 158.8 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

158.8

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

158.8

Shared top-10 holdings (2):

BRK.B 7.8% × 12.6%V 8.4% × 7.2%

#2XLKTechnology Select Sector SPDR Fund

Overlap score

151.0

Shared top-10 holdings (1):

AAPL 10.2% × 14.8%

#3QQQInvesco QQQ Trust

Overlap score

112.1

Shared top-10 holdings (2):

AAPL 10.2% × 9.4%GOOG 6.5% × 2.5%

#4VOOVanguard S&P 500 ETF

Overlap score

95.8

Shared top-10 holdings (3):

AAPL 10.2% × 7.1%GOOG 6.5% × 1.8%BRK.B 7.8% × 1.5%

#5SPYSPDR S&P 500 ETF Trust

Overlap score

95.8

Shared top-10 holdings (3):

AAPL 10.2% × 7.1%GOOG 6.5% × 1.8%BRK.B 7.8% × 1.5%

David Rolfe's investment philosophy

Concentrated quality. 20 businesses maximum. Buffett-disciplined.

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