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
OVERLAP
35%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
LVHI
187
HOLDINGS
30%
ALSO IN HDEF
HDEF
135
HOLDINGS
42%
ALSO IN LVHI
SECTOR DRIFT (LVHI minus HDEF)
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 LVHI |
Weight in HDEF |
Overlap | |
|---|---|---|---|---|
 |
ROCHE HOLDING AG-BR | 2.7% | 5.6% | 2.7% |
|
NOVARTIS AG | 2.6% | 4.9% | 2.6% |
 |
TOTAL SA | 2.4% | 4.5% | 2.4% |
 |
ALLIANZ SE-REG | 2.3% | 4.8% | 2.3% |
 |
RIO TINTO PLC | 1.7% | 2.3% | 1.7% |
LVHI Overweight Relative to HDEF
 |
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% |
LVHI Underweight Relative to HDEF
|
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% |