ETF replication · Jeffrey Ubben

Which ETF replicates Jeffrey Ubben's portfolio?

QQQ (Invesco QQQ Trust) has the highest top-10 overlap with Jeffrey Ubben's ValueAct Capital portfolio — overlap score 37.3 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF

QQQ

Invesco QQQ Trust

Overlap score

37.3

1 shared top-10 names

ETF expense ratio

0.20%

annual fee

Top 5 ETFs ranked by overlap

#1QQQInvesco QQQ Trust

Overlap score

37.3

Shared top-10 holdings (1):

META 8.1% × 4.6%

#2VOOVanguard S&P 500 ETF

Overlap score

20.3

Shared top-10 holdings (1):

META 8.1% × 2.5%

#3SPYSPDR S&P 500 ETF Trust

Overlap score

20.3

Shared top-10 holdings (1):

META 8.1% × 2.5%

#4VTIVanguard Total Stock Market ETF

Overlap score

18.6

Shared top-10 holdings (1):

META 8.1% × 2.3%

#5JEPIJPMorgan Equity Premium Income ETF

Overlap score

13.0

Shared top-10 holdings (1):

META 8.1% × 1.6%

Jeffrey Ubben's investment philosophy

Constructive activism. Partner with management, not fight them.

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