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ETF replication · Prem Watsa

Which ETF replicates Prem Watsa's portfolio?

XLE (Energy Select Sector SPDR Fund) has the highest top-10 overlap with Prem Watsa's Fairfax Financial portfolio — overlap score 39.1 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Closest ETF
XLE
Energy Select Sector SPDR Fund
Overlap score
39.1
1 shared top-10 names
ETF expense ratio
0.09%
annual fee

Top 5 ETFs ranked by overlap

#1XLEEnergy Select Sector SPDR Fund
Overlap score
39.1
Shared top-10 holdings (1):
OXY 13.5% × 2.9%

Prem Watsa's investment philosophy

Value investing with insurance float. The Canadian Buffett.

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