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
45
Number of overlapping holdings
42.1%
% of HDEF's 135 holdings also in LVHI
30.0%
% of LVHI's 187 holdings also in HDEF
Overlap by Weight
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% |
Position Highlights (Non-Overlapping Exposures)
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% |