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
23
Number of overlapping holdings
20.7%
% of HDEF's 135 holdings also in DWX
23.0%
% of DWX's 100 holdings also in HDEF
Overlap by Weight
Sector Drift (HDEF minus DWX)
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 HDEF |
Weight in DWX |
Overlap | |
|---|---|---|---|---|
 |
NATIONAL GRID PLC | 2.2% | 1.6% | 1.6% |
 |
ZURICH FINANCIAL SERVICES AG | 3.2% | 1.5% | 1.5% |
 |
ALLIANZ SE-REG | 4.5% | 1.5% | 1.5% |
|
RECKITT BENCKISER GROUP PLC | 1.6% | 1.2% | 1.2% |
 |
IBERDROLA SA | 3.1% | 1.2% | 1.2% |
Position Highlights (Non-Overlapping Exposures)
HDEF Overweight Relative to DWX
|
ROCHE HOLDING AG-BR | 4.9% |
 |
TOTAL SA | 4.4% |
|
UNILEVER PLC | 4.2% |
|
NOVARTIS AG | 3.9% |
|
SANOFI-AVENTIS | 3.0% |
|
ALLIANZ SE-REG | 3.0% |
|
BRITISH AMERICAN TOBACCO PLC | 2.7% |
|
RIO TINTO PLC | 2.5% |
 |
DBS GROUP HOLDINGS LTD | 2.4% |
|
AXA SA | 2.3% |
HDEF Underweight Relative to DWX
 |
ENBRIDGE INC | -2.1% |
|
M&G PLC | -2.0% |
|
ORANGE SA | -1.8% |
|
EMERA INC | -1.7% |
 |
ITALGAS SPA | -1.7% |
|
ASCENDAS REAL ESTATE INV TRT | -1.6% |
|
RED ELECTRICA CORP. SA | -1.4% |
 |
ADVANCED INFO SERVICE PUBLIC CO., LT | -1.4% |
 |
KT&G CORP | -1.4% |
|
SUN LIFE FINANCIAL INC | -1.3% |