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ETF overlap

DAXEX vs IWVU: how much do they overlap?

iShares Core DAX UCITS ETF (DE) (Acc) (DAXEX) and iShares Edge MSCI World Value Factor UCITS ETF (Acc) (IWVU) have a 4.13% holdings overlap. 26.88% of DAXEX's holdings by weight are also held by IWVU, and 4.15% the other way. They share 20 securities. Computed from the funds' published holdings.

Holdings overlap 4.13% 20 shared securities
26.88% of DAXEX is also in IWVU
4.15% of IWVU is also in DAXEX

Top shared holdings

Securities held by both, by overlapping weight

HoldingDAXEXIWVU
MERCEDES-BENZ GROUP N AG 2.06% 0.62%
VOLKSWAGEN NON-VOTING PREF AG 1.06% 0.42%
DEUTSCHE POST AG 2.92% 0.39%
BAYER AG 2.12% 0.37%
BMW AG 1.12% 0.36%
DEUTSCHE BANK AG 3.11% 0.36%
DAIMLER TRUCK HOLDING E AG 1.32% 0.25%
RWE AG 2.34% 0.21%
BASF N 2.63% 0.20%
FRESENIUS SE AND CO KGAA 0.92% 0.13%
HENKEL & KGAA PREF AG 0.63% 0.12%
HEIDELBERG MATERIALS AG 1.31% 0.11%
PORSCHE AUTOMOBIL HOLDING PREF 0.28% 0.11%
COMMERZBANK AG 1.49% 0.10%
MERCK 1.05% 0.09%
FRESENIUS MEDICAL CARE AG 0.46% 0.08%
CONTINENTAL AG 0.45% 0.07%
SIEMENS HEALTHINEERS AG 0.77% 0.07%
BRENNTAG 0.39% 0.05%
QIAGEN NV 0.40% 0.02%

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Overlap = the sum, across securities held by both funds, of the smaller of the two weights (the standard ETF-overlap definition). Figures derive from each issuer's published holdings. Methodology.