Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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13
Number of overlapping holdings
10.5%
% of HDEF's 140 holdings also in MXI
13.5%
% of MXI's 99 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% | 5.8% | 4.6% |
 |
RIO TINTO PLC | 2.8% | 2.7% | 2.7% |
 |
GLENCORE INTERNATIONAL PLC | 1.9% | 2.5% | 1.9% |
|
HOLCIM LTD-REG | 1.7% | 1.8% | 1.7% |
|
RIO TINTO LTD | 1.1% | 1.1% | 1.1% |
Position Highlights (Non-Overlapping Exposures)
HDEF Overweight Relative to MXI
|
NOVARTIS AG | 5.1% |
|
UNILEVER PLC | 4.6% |
 |
TOTAL SA | 4.5% |
 |
ALLIANZ SE-REG | 4.1% |
|
SANOFI-AVENTIS | 4.1% |
|
ZURICH FINANCIAL SERVICES AG | 2.9% |
 |
IBERDROLA SA | 2.6% |
|
AXA SA | 2.4% |
|
FIAT CHRYSLER AUTOMOBILES NV | 2.2% |
|
WESFARMERS LIMITED | 1.9% |
HDEF Underweight Relative to MXI
|
LINDE PLC | -8.8% |
|
AIR LIQUIDE SA | -4.1% |
 |
SHIN-ETSU CHEMICAL CO LTD | -3.2% |
 |
SHERWIN-WILLIAMS CO/THE | -3.0% |
|
FREEPORT-MCMORAN COPPER | -2.8% |
 |
CRH PLC | -2.4% |
|
ECOLAB INC | -2.3% |
|
AIR PRODUCTS & CHEMICALS INC | -2.1% |
|
BASF SE | -2.0% |
|
NUCOR CORP | -1.9% |