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   

31

Number of overlapping holdings

6.8%

% of EFV's 461 holdings also in IVAL

62.0%

% of IVAL's 50 holdings also in EFV

Overlap by Weight
Sector Drift (EFV minus IVAL)
Overlapping Holdings

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Company Weight
in EFV
Weight
in IVAL
Overlap
SHELL PLC 2.5% 2.0% 2.0%
TOTAL SA 1.6% 1.9% 1.6%
TOYOTA MOTOR CORP 0.8% 2.0% 0.8%
ENEL SPA 0.7% 1.9% 0.7%
VINCI SA 0.6% 1.9% 0.6%

Position Highlights (Non-Overlapping Exposures)
EFV Overweight Relative to IVAL
NOVARTIS AG 2.5%
ROCHE HOLDING LTD 2.5%
HSBC HOLDINGS PLC 2.1%
BHP BILLITON LTD 1.6%
MITSUBISHI UFJ FINANCIAL GRO 1.6%
ALLIANZ SE-REG 1.4%
SANOFI-AVENTIS 1.3%
DEUTSCHE TELEKOM AG 1.3%
SIEMENS AG-REG 1.2%
UNILEVER PLC 1.1%
EFV Underweight Relative to IVAL
BUZZI UNICEM S.P.A. -2.3%
NGK SPARK PLUG CO LTD -2.2%
TOYO TIRE & RUBBER CO LTD -2.2%
YAMAZAKI BAKING CO LTD -2.2%
SAIPEM S.P.A. -2.1%
SEKISUI CHEMICAL CO LTD -2.1%
HEIDELBERGCEMENT AG -2.1%
EASYJET PLC -2.1%
SHIMAMURA CO LTD -2.0%
YANGZIJIANG SHIPBUILDING -2.0%
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