ETF replication · Joel Greenblatt

Which ETF replicates Joel Greenblatt's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Joel Greenblatt's Gotham Asset Management portfolio — overlap score 114.5 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF

XLK

Technology Select Sector SPDR Fund

Overlap score

114.5

2 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLKTechnology Select Sector SPDR Fund

Overlap score

114.5

Shared top-10 holdings (2):

MSFT 4.1% × 14.2%AAPL 3.8% × 14.8%

#2QQQInvesco QQQ Trust

Overlap score

93.9

Shared top-10 holdings (4):

AAPL 3.8% × 9.4%MSFT 4.1% × 8.7%META 3.2% × 4.6%GOOGL 3% × 2.6%

#3VOOVanguard S&P 500 ETF

Overlap score

69.2

Shared top-10 holdings (4):

MSFT 4.1% × 6.8%AAPL 3.8% × 7.1%META 3.2% × 2.5%GOOGL 3% × 2.1%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

69.2

Shared top-10 holdings (4):

MSFT 4.1% × 6.8%AAPL 3.8% × 7.1%META 3.2% × 2.5%GOOGL 3% × 2.1%

#5VTIVanguard Total Stock Market ETF

Overlap score

62.4

Shared top-10 holdings (4):

MSFT 4.1% × 6.1%AAPL 3.8% × 6.4%META 3.2% × 2.3%GOOGL 3% × 1.9%

Joel Greenblatt's investment philosophy

Buy good companies at cheap prices. Magic Formula.

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