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
OVERLAP
35%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
HDEF
135
HOLDINGS
42%
ALSO IN LVHI
LVHI
187
HOLDINGS
30%
ALSO IN HDEF
SECTOR DRIFT (HDEF minus LVHI)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in HDEF |
Weight in LVHI |
Overlap | |
|---|---|---|---|---|
 |
ROCHE HOLDING AG-BR | 5.6% | 2.7% | 2.7% |
|
NOVARTIS AG | 4.9% | 2.6% | 2.6% |
 |
TOTAL SA | 4.5% | 2.4% | 2.4% |
 |
ALLIANZ SE-REG | 4.8% | 2.3% | 2.3% |
 |
RIO TINTO PLC | 2.3% | 1.7% | 1.7% |
HDEF Overweight Relative to LVHI
|
UNILEVER PLC | 4.6% |
|
SANOFI-AVENTIS | 4.5% |
 |
IBERDROLA SA | 2.9% |
|
ROCHE HOLDING AG-BR | 2.8% |
|
BRITISH AMERICAN TOBACCO PLC | 2.7% |
|
ALLIANZ SE-REG | 2.5% |
|
NOVARTIS AG | 2.3% |
|
ZURICH FINANCIAL SERVICES AG | 2.1% |
|
TOTAL SA | 2.1% |
|
NATIONAL GRID PLC | 2.0% |
HDEF Underweight Relative to LVHI
 |
INTESA SANPAOLO S.P.A. | -2.7% |
|
NESTLE SA-REG | -2.7% |
|
SHELL PLC | -2.3% |
 |
CANADIAN NATURAL RESOURCES | -2.3% |
|
TRANSCANADA CORP | -2.1% |
 |
MITSUBISHI CORP | -2.1% |
|
BANK OF NOVA SCOTIA | -2.1% |
|
SUNCOR ENERGY INC | -2.0% |
|
BNP PARIBAS | -1.9% |
|
GSK PLC | -1.9% |