ETF replication · Terry Smith

Which ETF replicates Terry Smith's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Terry Smith's Fundsmith portfolio — overlap score 159.0 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

159.0

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

159.0

Shared top-10 holdings (1):

MSFT 11.2% × 14.2%

#2QQQInvesco QQQ Trust

Overlap score

127.3

Shared top-10 holdings (2):

MSFT 11.2% × 8.7%META 6.5% × 4.6%

#3XLFFinancial Select Sector SPDR Fund

Overlap score

99.6

Shared top-10 holdings (2):

MA 9.8% × 6.2%V 5.4% × 7.2%

#4VOOVanguard S&P 500 ETF

Overlap score

92.4

Shared top-10 holdings (2):

MSFT 11.2% × 6.8%META 6.5% × 2.5%

#5SPYSPDR S&P 500 ETF Trust

Overlap score

92.4

Shared top-10 holdings (2):

MSFT 11.2% × 6.8%META 6.5% × 2.5%

Terry Smith's investment philosophy

Buy good companies. Don't overpay. Do nothing.

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