Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
18%

OVERLAP
BY WEIGHT
37

# OF OVERLAPPING
HOLDINGS
LVHI
224
HOLDINGS
20%
ALSO IN DWX
DWX
98
HOLDINGS
39%
ALSO IN LVHI
SECTOR DRIFT (LVHI minus DWX)
OVERLAPPING HOLDINGS

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Company Weight
in LVHI
Weight
in DWX
Overlap
TOTAL SA 1.5% 2.9% 1.5%
SHELL PLC 2.4% 1.4% 1.4%
SANOFI-AVENTIS 1.1% 1.6% 1.1%
AUST AND NZ BANKING GROUP 1.0% 1.5% 1.0%
ZURICH FINANCIAL SERVICES AG 1.0% 1.5% 1.0%
LVHI Overweight Relative to DWX
CANADIAN NATURAL RESOURCES 2.6%
INTESA SANPAOLO S.P.A. 2.4%
SUNCOR ENERGY INC 2.3%
ROCHE HOLDING AG-BR 2.1%
BANK OF NOVA SCOTIA 2.1%
RIO TINTO PLC 2.0%
CAN IMPERIAL BK OF COMMERCE 2.0%
GSK PLC 1.9%
ALLIANZ SE-REG 1.8%
BHP BILLITON LTD 1.8%
LVHI Underweight Relative to DWX
EVONIK INDUSTRIES AG -2.3%
ORANGE SA -2.0%
DCC PLC -1.7%
AMBEV-SA -1.6%
SNAM RETE GAS -1.6%
NEDBANK GROUP LTD -1.6%
SEVERN TRENT PLC -1.5%
ROYAL KPN NV -1.5%
TOTAL SA -1.4%
VEOLIA ENVIRONNEMENT -1.4%
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