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ETF replication · Joel Greenblatt

Which ETF replicates Joel Greenblatt's portfolio?

XLK (Technology Select Sector SPDR Fund) has the highest top-10 overlap with Joel Greenblatt's Gotham Asset Management portfolio — overlap score 95.0 across 2 shared holdings. Below: full ranked list of 5 closest ETFs and per-ticker contribution breakdown.

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Data verified 2026-08-14 · based on Joel Greenblatt's Q2 2026 13F filing · view on SEC EDGAR
Closest ETF
XLK
Technology Select Sector SPDR Fund
Overlap score
95.0
2 shared top-10 names
ETF expense ratio
0.09%
annual fee

Top 5 ETFs ranked by overlap

#1XLKTechnology Select Sector SPDR Fund
Overlap score
95.0
Shared top-10 holdings (2):
AAPL 3.8% × 13.79%MSFT 4.1% × 10.4%
#2QQQInvesco QQQ Trust
Overlap score
72.0
Shared top-10 holdings (4):
AAPL 3.8% × 7.49%MSFT 4.1% × 5.77%META 3.2% × 3.37%GOOGL 3% × 3.04%
#3SPYSPDR S&P 500 ETF Trust
Overlap score
68.2
Shared top-10 holdings (4):
AAPL 3.8% × 7.38%MSFT 4.1% × 5.57%GOOGL 3% × 3.03%META 3.2% × 2.58%
#4VOOVanguard S&P 500 ETF
Overlap score
65.2
Shared top-10 holdings (4):
AAPL 3.8% × 7.03%MSFT 4.1% × 5.7%GOOGL 3% × 3.01%META 3.2% × 1.9%
#5VTIVanguard Total Stock Market ETF
Overlap score
58.4
Shared top-10 holdings (4):
AAPL 3.8% × 6.3%MSFT 4.1% × 5.1%GOOGL 3% × 2.69%META 3.2% × 1.7%

Joel Greenblatt's investment philosophy

Buy good companies at cheap prices. Magic Formula.

Other superinvestor ETF replications

See all 30 superinvestor ETF replications →

Top-10 vs top-10 overlap analysis. Manager 13F holdings are quarterly + lagged ~45 days; ETF holdings are daily-disclosed. Score is a snapshot heuristic, not investment advice. Investing in any ETF carries fees + risks; consult a qualified advisor.

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.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
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