XIDV vs CEFA overlap
XIDV and CEFA overlap 6.1% by weight, across 33 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | XIDV | CEFA | Overlap |
|---|---|---|---|
| DBS Group HldgsDBS | 0.75% | 0.61% | 0.61% |
| Zurich InsuranceZURN | 0.68% | 0.61% | 0.61% |
| Rio Tinto PLCRIO | 1.07% | 0.54% | 0.54% |
| Glencore PLCGLCNF | 0.51% | 0.36% | 0.36% |
| EngieENGI | 1.10% | 0.31% | 0.31% |
| Caixabank SACABK | 0.68% | 0.29% | 0.29% |
| ENI SpaENI | 0.71% | 0.29% | 0.29% |
| Swiss RE AGSREN | 0.34% | 0.26% | 0.26% |
| Rio Tinto Ltd.RIO | 0.81% | 0.23% | 0.23% |
| Honda Motor Co7267 | 0.93% | 0.23% | 0.23% |
| Mercedes-BENZ GRDAI | 1.10% | 0.22% | 0.22% |
| Coloplast-BCOLOB | 0.77% | 0.20% | 0.20% |
| Danske Bank a/SDANSKE | 1.33% | 0.19% | 0.19% |
| Swedbank AB-aSWEDA | 1.69% | 0.19% | 0.19% |
| Banca Monte DEIBMPS | 2.78% | 0.15% | 0.15% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: XIDV, SEC Form N-PORT, June 30, 2026; CEFA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | XIDV | CEFA |
|---|---|---|
| Envestnet Asset Management Inc. | $4.5M | $573K |
| Royal Bank of Canada | $6K | $912K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: XIDV institutional holders, CEFA institutional holders.
Frequently asked questions
How much do XIDV and CEFA overlap?
6.1% by weight, with 33 holdings in common, using holdings for XIDV as of June 30, 2026 and CEFA as of July 31, 2026. The largest shared position is DBS.
Do institutions hold both XIDV and CEFA?
2 Form 13F filers report positions in both, out of 46 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.