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Income tilt

All-World + High-Dividend Tilt: how much does it overlap?

The All-World + High-Dividend Tilt portfolio has a 19.87% holdings redundancy — the share of its weight that is duplicated across its 2 funds. Its single largest underlying holding is NVIDIA Corp at 3.76% of the whole portfolio. Computed from the funds' published holdings.

Portfolio redundancy 19.87% duplicated across 2 funds
Largest underlying holding

NVIDIA Corp

3.76% of the whole portfolio, across 1 fund

The funds

An All-World core with a high-dividend-yield tilt — overlapping on the large-cap value names the dividend fund concentrates in.

Top holdings, looked through

Each security aggregated across every fund

HoldingIn fundsPortfolio weight
NVIDIA Corp 1 3.76%
Apple Inc 1 3.42%
Microsoft Corp 1 2.54%
Amazon.com Inc 1 1.98%
Alphabet Inc 1 1.68%
Broadcom Inc 1 1.57%
Taiwan Semiconductor Manufacturing Co Ltd 1 1.39%
Alphabet Inc 1 1.36%
Meta Platforms Inc 1 1.05%
Tesla Inc 1 0.94%

Pairwise overlap

How much each pair of funds shares

Fund pairOverlap
VWCE × VHYA 38.9%

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Redundancy = the sum, across every underlying security, of its total portfolio weight minus the largest single fund's contribution — the weight duplicated across funds. Figures derive from each issuer's published holdings. Methodology.