Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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108
Number of overlapping holdings
8.9%
% of DWM's 1324 holdings also in LVHI
72.0%
% of LVHI's 187 holdings also in DWM
Overlap by Weight
Sector Drift (DWM minus LVHI)
Overlapping Holdings
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| Company | Weight in DWM |
Weight in LVHI |
Overlap | |
|---|---|---|---|---|
 |
NOVARTIS AG | 1.6% | 2.6% | 1.6% |
|
ROCHE HOLDING AG-BR | 1.3% | 2.7% | 1.3% |
 |
INTESA SANPAOLO S.P.A. | 1.1% | 2.7% | 1.1% |
 |
ALLIANZ SE-REG | 1.1% | 2.3% | 1.1% |
|
NESTLE SA-REG | 1.0% | 2.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
DWM Overweight Relative to LVHI
 |
HSBC HOLDINGS PLC | 2.5% |
 |
TOYOTA MOTOR CORP | 1.3% |
|
DEUTSCHE TELEKOM AG | 1.0% |
|
BRITISH AMERICAN TOBACCO PLC | 1.0% |
 |
BANCO BILBAO VIZCAYA ARGENTA | 1.0% |
 |
LVMH MOET HENNESSY LOUIS VUI | 0.9% |
|
UNILEVER PLC | 0.9% |
|
ASTRAZENECA PLC | 0.9% |
|
INDITEX | 0.8% |
 |
ING GROEP NV | 0.8% |
DWM Underweight Relative to LVHI
 |
CANADIAN NATURAL RESOURCES | -2.3% |
|
TRANSCANADA CORP | -2.1% |
|
BANK OF NOVA SCOTIA | -2.1% |
|
SUNCOR ENERGY INC | -2.0% |
|
BNP PARIBAS | -1.9% |
|
MITSUBISHI CORP | -1.7% |
|
CAN IMPERIAL BK OF COMMERCE | -1.7% |
|
NESTLE SA-REG | -1.7% |
|
INTESA SANPAOLO S.P.A. | -1.6% |
|
STELLANTIS N.V. | -1.6% |