ETF replication · François Rochon

Which ETF replicates François Rochon's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with François Rochon's Giverny Capital portfolio — overlap score 140.0 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

140.0

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

140.0

Shared top-10 holdings (2):

V 9.8% × 7.2%MA 11.2% × 6.2%

#2QQQInvesco QQQ Trust

Overlap score

50.4

Shared top-10 holdings (2):

META 6.2% × 4.6%GOOGL 8.4% × 2.6%

#3JEPIJPMorgan Equity Premium Income ETF

Overlap score

41.4

Shared top-10 holdings (3):

MA 11.2% × 1.5%V 9.8% × 1.5%META 6.2% × 1.6%

#4VOOVanguard S&P 500 ETF

Overlap score

33.1

Shared top-10 holdings (2):

GOOGL 8.4% × 2.1%META 6.2% × 2.5%

#5SPYSPDR S&P 500 ETF Trust

Overlap score

33.1

Shared top-10 holdings (2):

GOOGL 8.4% × 2.1%META 6.2% × 2.5%

François Rochon's investment philosophy

Buffett-Munger quality compounder investing. Patience. Temperament.

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