Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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9
Number of overlapping holdings
7.9%
% of HDEF's 135 holdings also in MXI
9.7%
% of MXI's 95 holdings also in HDEF
Overlap by Weight
Sector Drift (HDEF minus MXI)
Overlapping Holdings
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| Company | Weight in HDEF |
Weight in MXI |
Overlap | |
|---|---|---|---|---|
 |
BHP BILLITON LTD | 4.6% | 5.9% | 4.6% |
 |
RIO TINTO PLC | 2.6% | 2.9% | 2.6% |
 |
GLENCORE INTERNATIONAL PLC | 2.1% | 2.6% | 2.1% |
|
HOLCIM LTD-REG | 1.6% | 2.1% | 1.6% |
|
RIO TINTO LTD | 1.0% | 1.2% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
HDEF Overweight Relative to MXI
|
ROCHE HOLDING AG-BR | 5.9% |
|
NOVARTIS AG | 5.1% |
|
UNILEVER PLC | 4.9% |
 |
TOTAL SA | 4.5% |
 |
ALLIANZ SE-REG | 3.7% |
|
SANOFI-AVENTIS | 3.6% |
|
ZURICH FINANCIAL SERVICES AG | 2.7% |
|
BRITISH AMERICAN TOBACCO PLC | 2.1% |
|
AXA SA | 2.0% |
|
NATIONAL GRID PLC | 1.9% |
HDEF Underweight Relative to MXI
|
LINDE PLC | -8.8% |
|
AIR LIQUIDE SA | -4.2% |
 |
SHIN-ETSU CHEMICAL CO LTD | -3.5% |
 |
SHERWIN-WILLIAMS CO/THE | -3.1% |
|
FREEPORT-MCMORAN COPPER | -2.7% |
|
ECOLAB INC | -2.5% |
|
AIR PRODUCTS & CHEMICALS INC | -2.4% |
|
NEWMONT MINING CORP | -2.2% |
|
SIKA AG-BR | -2.0% |
|
BASF SE | -1.8% |