Fund Overlap

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


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328

Number of overlapping holdings

33.3%

% of DWM's 1042 holdings also in EFV

71.0%

% of EFV's 469 holdings also in DWM

Overlap by Weight
Sector Drift (DWM minus EFV)
Overlapping Holdings

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Company Weight
in DWM
Weight
in EFV
Overlap
NOVARTIS AG 1.7% 2.5% 1.7%
TOTAL SA 1.4% 1.8% 1.4%
NESTLE SA-REG 1.6% 1.2% 1.2%
SHELL PLC 1.1% 2.8% 1.1%
UNILEVER PLC 1.0% 1.1% 1.0%

Position Highlights (Non-Overlapping Exposures)
DWM Overweight Relative to EFV
HSBC HOLDINGS PLC 1.6%
ROCHE HOLDING AG-BR 1.2%
ASTRAZENECA PLC 1.1%
INDITEX 1.1%
NOVO NORDISK A/S-B 1.0%
FIAT CHRYSLER AUTOMOBILES N.V. 0.9%
LVMH MOET HENNESSY LOUIS VUI 0.9%
COMMONWEALTH BANK OF AUSTRAL 0.8%
L'OREAL 0.7%
DBS GROUP HOLDINGS LTD 0.7%
DWM Underweight Relative to EFV
ROCHE HOLDING LTD -2.3%
HSBC HOLDINGS PLC -2.0%
BHP BILLITON LTD -1.8%
SHELL PLC -1.8%
NOVARTIS AG -0.8%
MITSUBISHI UFJ FINANCIAL GRO -0.8%
GLENCORE INTERNATIONAL PLC -0.8%
SANOFI-AVENTIS -0.7%
ING GROEP NV -0.7%
BP PLC -0.7%
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