ETF replication · Jeffrey Ubben

Which ETF replicates Jeffrey Ubben's portfolio?

QQQ (Invesco QQQ Trust) has the highest top-10 overlap with Jeffrey Ubben's ValueAct Capital portfolio — overlap score 27.3 across 1 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

Data verified 2024-11-14 · based on Jeffrey Ubben's Q3 2024 13F filing

Closest ETF

QQQ

Invesco QQQ Trust

Overlap score

27.3

1 shared top-10 names

ETF expense ratio

0.20%

annual fee

Top 5 ETFs ranked by overlap

#1QQQInvesco QQQ Trust

Overlap score

27.3

Shared top-10 holdings (1):

META 8.1% × 3.37%

#2SPYSPDR S&P 500 ETF Trust

Overlap score

20.9

Shared top-10 holdings (1):

META 8.1% × 2.58%

#3JEPIJPMorgan Equity Premium Income ETF

Overlap score

15.6

Shared top-10 holdings (1):

META 8.1% × 1.92%

#4VOOVanguard S&P 500 ETF

Overlap score

15.4

Shared top-10 holdings (1):

META 8.1% × 1.9%

#5VTIVanguard Total Stock Market ETF

Overlap score

13.8

Shared top-10 holdings (1):

META 8.1% × 1.7%

Jeffrey Ubben's investment philosophy

Constructive activism. Partner with management, not fight them.

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Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham

The Intelligent Investor

The foundational text. Buffett calls it 'by far the best book about investing ever written.'

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Benjamin Graham & David Dodd

Security Analysis

The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.

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See the full investing reading list