ETF replication · John Armitage

Which ETF replicates John Armitage's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with John Armitage's Egerton Capital portfolio — overlap score 213.4 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

213.4

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

213.4

Shared top-10 holdings (2):

MSFT 8.9% × 14.2%NVDA 6.4% × 13.6%

#2QQQInvesco QQQ Trust

Overlap score

185.8

Shared top-10 holdings (4):

MSFT 8.9% × 8.7%NVDA 6.4% × 9%META 7.2% × 4.6%GOOGL 6.8% × 2.6%

#3VOOVanguard S&P 500 ETF

Overlap score

132.5

Shared top-10 holdings (4):

MSFT 8.9% × 6.8%NVDA 6.4% × 6.2%META 7.2% × 2.5%GOOGL 6.8% × 2.1%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

132.5

Shared top-10 holdings (4):

MSFT 8.9% × 6.8%NVDA 6.4% × 6.2%META 7.2% × 2.5%GOOGL 6.8% × 2.1%

#5VTIVanguard Total Stock Market ETF

Overlap score

119.6

Shared top-10 holdings (4):

MSFT 8.9% × 6.1%NVDA 6.4% × 5.6%META 7.2% × 2.3%GOOGL 6.8% × 1.9%

John Armitage's investment philosophy

Long-short equity, fundamental value, global. Under-the-radar Tiger discipline.

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