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
7
Number of overlapping holdings
6.5%
% of HDEF's 135 holdings also in MXI
8.0%
% of MXI's 89 holdings also in HDEF
Overlap by Weight
Sector Drift (HDEF minus MXI)
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 MXI |
Overlap | |
|---|---|---|---|---|
 |
RIO TINTO PLC | 2.3% | 2.8% | 2.3% |
 |
HOLCIM LTD-REG | 2.0% | 2.6% | 2.0% |
 |
RIO TINTO LTD | 0.9% | 1.2% | 0.9% |
|
FORTESCUE METALS GROUP LTD | 0.6% | 0.8% | 0.6% |
 |
UPM-KYMMENE OYJ | 0.5% | 0.6% | 0.5% |
Position Highlights (Non-Overlapping Exposures)
HDEF Overweight Relative to MXI
|
ROCHE HOLDING AG-BR | 5.6% |
|
NOVARTIS AG | 4.9% |
 |
ALLIANZ SE-REG | 4.8% |
|
UNILEVER PLC | 4.6% |
 |
SANOFI-AVENTIS | 4.5% |
|
TOTAL SA | 4.5% |
|
ZURICH FINANCIAL SERVICES AG | 3.3% |
 |
IBERDROLA SA | 2.9% |
|
BRITISH AMERICAN TOBACCO PLC | 2.7% |
|
AXA SA | 2.5% |
HDEF Underweight Relative to MXI
|
LINDE PLC | -9.4% |
|
BHP BILLITON LTD | -5.4% |
|
AIR LIQUIDE SA | -5.3% |
 |
SHERWIN-WILLIAMS CO/THE | -3.6% |
|
ECOLAB INC | -2.8% |
 |
SHIN-ETSU CHEMICAL CO LTD | -2.7% |
|
AIR PRODUCTS & CHEMICALS INC | -2.7% |
|
NEWMONT MINING CORP | -2.5% |
 |
AGNICO-EAGLE MINES LTD | -2.4% |
|
FREEPORT-MCMORAN COPPER | -2.3% |