ETF replication · Polen Capital

Which ETF replicates Polen Capital's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Polen Capital's Polen Capital Management portfolio — overlap score 133.5 across 1 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

133.5

1 shared top-10 names

ETF expense ratio

0.09%

annual fee

Top 5 ETFs ranked by overlap

#1XLKTechnology Select Sector SPDR Fund

Overlap score

133.5

Shared top-10 holdings (1):

MSFT 9.4% × 14.2%

#2QQQInvesco QQQ Trust

Overlap score

121.7

Shared top-10 holdings (3):

MSFT 9.4% × 8.7%GOOGL 8.1% × 2.6%META 4.1% × 4.6%

#3VOOVanguard S&P 500 ETF

Overlap score

91.2

Shared top-10 holdings (3):

MSFT 9.4% × 6.8%GOOGL 8.1% × 2.1%META 4.1% × 2.5%

#4SPYSPDR S&P 500 ETF Trust

Overlap score

91.2

Shared top-10 holdings (3):

MSFT 9.4% × 6.8%GOOGL 8.1% × 2.1%META 4.1% × 2.5%

#5XLFFinancial Select Sector SPDR Fund

Overlap score

90.9

Shared top-10 holdings (2):

V 7.8% × 7.2%MA 5.6% × 6.2%

Polen Capital's investment philosophy

Concentrated quality growth. 20-30 names only. Hold forever.

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