Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


For overlap across multiple ETFs use Portfolio Builder   

221

Number of overlapping holdings

43.5%

% of DFIV's 558 holdings also in IVLU

65.8%

% of IVLU's 337 holdings also in DFIV

Overlap by Weight
Sector Drift (DFIV minus IVLU)
Overlapping Holdings

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Company Weight
in DFIV
Weight
in IVLU
Overlap
BANCO SANTANDER SA 1.1% 1.9% 1.1%
TOYOTA MOTOR CORP 1.1% 2.1% 1.1%
TOTAL SA 2.2% 1.1% 1.1%
SANOFI-AVENTIS 0.9% 1.9% 0.9%
LLOYDS BANKING GROUP PLC 0.8% 0.9% 0.8%

Position Highlights (Non-Overlapping Exposures)
DFIV Overweight Relative to IVLU
ZURICH FINANCIAL SERVICES AG 1.5%
HSBC HOLDINGS PLC-SPONS ADR 1.4%
NOVARTIS AG-ADR 1.2%
TOTAL SA 1.1%
TORONTO-DOMINION BANK 1.1%
SWISS RE AG 1.0%
CIE FINANCIERE RICHEMON-BR A 0.9%
NATIONAL AUSTRALIA BANK LTD 0.9%
BARRICK GOLD CORPORATION 0.8%
BASF SE 0.8%
DFIV Underweight Relative to IVLU
NOVARTIS AG -2.0%
HSBC HOLDINGS PLC -2.0%
ROCHE HOLDING LTD -1.9%
BRITISH AMERICAN TOBACCO PLC -1.6%
SIEMENS AG-REG -1.4%
DEUTSCHE TELEKOM AG -1.1%
GSK PLC -1.1%
BARCLAYS PLC -1.0%
BANCO BILBAO VIZCAYA ARGENTA -1.0%
SANOFI-AVENTIS -1.0%
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