Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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80
Number of overlapping holdings
8.1%
% of DWM's 1040 holdings also in LVHI
67.2%
% of LVHI's 154 holdings also in DWM
Overlap by Weight
Sector Drift (DWM minus LVHI)
Overlapping Holdings
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| Company | Weight in DWM |
Weight in LVHI |
Overlap | |
|---|---|---|---|---|
 |
NOVARTIS AG | 1.7% | 2.7% | 1.7% |
 |
TOTAL SA | 1.4% | 2.5% | 1.4% |
|
ROCHE HOLDING AG-BR | 1.3% | 3.4% | 1.3% |
 |
UNILEVER PLC | 1.1% | 2.8% | 1.1% |
 |
BAYERISCHE MOTOREN WERKE AG | 1.0% | 2.0% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
DWM Overweight Relative to LVHI
|
HSBC HOLDINGS PLC | 1.5% |
|
NESTLE SA-REG | 1.4% |
|
SHELL PLC | 1.1% |
|
ASTRAZENECA PLC | 1.0% |
 |
INDITEX | 1.0% |
|
ALLIANZ SE-REG | 1.0% |
|
BRITISH AMERICAN TOBACCO PLC | 1.0% |
|
SIEMENS AG-REG | 0.9% |
 |
TOYOTA MOTOR CORP | 0.9% |
 |
NOVO NORDISK A/S-B | 0.9% |
DWM Underweight Relative to LVHI
 |
PEMBINA PIPELINE CORP | -2.4% |
|
NATIONAL GRID PLC | -2.4% |
|
NIPPON TELEGRAPH AND TELEPHONE CORPO | -2.3% |
|
BANK OF NOVA SCOTIA | -2.1% |
|
VOLKSWAGEN AG-PFD | -2.1% |
|
ROCHE HOLDING AG-BR | -2.1% |
 |
ENI SPA | -2.1% |
|
TESCO PLC | -2.1% |
|
IMPERIAL TOBACCO GROUP PLC | -2.0% |
|
JAPAN TOBACCO INC | -2.0% |