Fund Overlap

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


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100

Number of overlapping holdings

22.7%

% of EFV's 448 holdings also in HDEF

90.1%

% of HDEF's 135 holdings also in EFV

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

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Company Weight
in EFV
Weight
in HDEF
Overlap
ALLIANZ SE-REG 1.5% 4.5% 1.5%
TOTAL SA 1.5% 4.4% 1.5%
SANOFI-AVENTIS 1.5% 4.1% 1.5%
NOVARTIS AG 1.2% 4.7% 1.2%
ZURICH FINANCIAL SERVICES AG 1.0% 3.2% 1.0%

Position Highlights (Non-Overlapping Exposures)
EFV Overweight Relative to HDEF
ROCHE HOLDING LTD 2.6%
SHELL PLC 2.4%
TOYOTA MOTOR CORP 2.3%
HSBC HOLDINGS PLC 2.2%
NESTLE SA-REG 1.7%
MITSUBISHI UFJ FINANCIAL GRO 1.7%
BHP BILLITON LTD 1.5%
DEUTSCHE TELEKOM AG 1.4%
SIEMENS AG-REG 1.3%
SUMITOMO MITSUI FINANCIAL GR 1.1%
EFV Underweight Relative to HDEF
ROCHE HOLDING AG-BR -4.9%
UNILEVER PLC -4.4%
NOVARTIS AG -3.5%
ALLIANZ SE-REG -3.0%
TOTAL SA -2.9%
SANOFI-AVENTIS -2.7%
ZURICH FINANCIAL SERVICES AG -2.2%
DBS GROUP HOLDINGS LTD -2.1%
IBERDROLA SA -2.1%
BRITISH AMERICAN TOBACCO PLC -1.8%
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