ETF replication · Li Lu

Which ETF replicates Li Lu's portfolio?

XLF (Financial Select Sector SPDR Fund) has the highest top-10 overlap with Li Lu's Himalaya Capital portfolio — overlap score 338.4 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

338.4

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

338.4

Shared top-10 holdings (2):

BRK.B 16.2% × 12.6%BAC 27.4% × 4.9%

#2QQQInvesco QQQ Trust

Overlap score

97.0

Shared top-10 holdings (2):

META 11.8% × 4.6%GOOG 17.1% × 2.5%

#3VOOVanguard S&P 500 ETF

Overlap score

84.6

Shared top-10 holdings (3):

GOOG 17.1% × 1.8%META 11.8% × 2.5%BRK.B 16.2% × 1.5%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

84.6

Shared top-10 holdings (3):

GOOG 17.1% × 1.8%META 11.8% × 2.5%BRK.B 16.2% × 1.5%

#5VTIVanguard Total Stock Market ETF

Overlap score

75.6

Shared top-10 holdings (3):

GOOG 17.1% × 1.6%META 11.8% × 2.3%BRK.B 16.2% × 1.3%

Li Lu's investment philosophy

Long-term value, China expertise, Charlie Munger's protégé.

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