ETF Holdings Overlap
How much do two funds actually share? Weight-based overlap, shared positions, and what is unique to each side.
Largest Shared Positions
| Holding | WOOD | DFAX | Difference |
|---|
| UPM.HE UPM-KYMMENE |
4.25% | 0.08% |
+4.18% |
| STERV.HE STORA ENSO CLASS R |
4.15% | 0.04% |
+4.11% |
| MNDI.L MONDI PLC |
4.29% | 0.02% |
+4.26% |
| 1911.T SUMITOMO FORESTRY |
4.05% | 0.02% |
+4.03% |
| KLBN11.SA KLABIN UNITS SA |
4.51% | 0.02% |
+4.49% |
| 3861.T OJI HOLDINGS |
4.48% | 0.02% |
+4.46% |
| WFG.TO WEST FRASER TIMBER |
4.78% | 0.02% |
+4.76% |
| SUZB3.SA SUZANO SA |
7.85% | 0.01% |
+7.84% |
| SCA-B.ST SVENSKA CELLULOSA B |
5.31% | 0.01% |
+5.30% |
| BILL.ST BILLERUD KORSNAS |
2.25% | 0.01% |
+2.24% |
| 2689.HK NINE DRAGONS PAPER… |
5.37% | 0.01% |
+5.37% |
| HOLM-B.ST HOLMEN CLASS B |
4.80% | 0.01% |
+4.79% |
| 3863.T NIPPON PAPER INDUSTRIES |
4.12% | 0.01% |
+4.11% |
| INKP.JK INDAH KIAT PULP & PAPER |
1.75% | 0.01% |
+1.74% |
Biggest Weighting Differences
Only in WOOD
| WY WEYERHAEUSER REIT |
7.77% |
| 002078.SZ SHANDONG SUNPAPER LTD A |
4.64% |
| SLVM SYLVAMO CORP |
4.34% |
| RYN RAYONIER REIT |
4.27% |
| SW SMURFIT WESTROCK PLC |
4.20% |
| SCGP-R.BK SCG PACKAGING PCL NON-VOTING… |
3.99% |
| CMPC.SN EMPRESAS CMPC SA |
2.57% |
| NVG.LS THE NAVIGATOR COMPANY SA |
1.99% |
| DXCO3.SA DEXCO SA |
1.99% |
| SAP.JO SAPPI LTD |
1.77% |
Only in DFAX
| 2330.TW TAIWAN SEMICONDUCTOR MANU |
2.60% |
| 005930.KS SAMSUNG ELECTRONICS CO |
1.40% |
| TSM TAIWAN SEMICONDUCTOR MANU |
1.10% |
| 000660.KS SK HYNIX INC |
0.85% |
| ASML ASML HOLDING NV |
0.80% |
| NVS NOVARTIS AG ADR |
0.61% |
| TTE.PA TOTALENERGIES SE |
0.53% |
| SHEL SHELL PLC |
0.51% |
| 0700.HK TENCENT HOLDINGS LTD |
0.42% |
| ROP.SW ROCHE HOLDING AG |
0.37% |
| NESN.SW NESTLE SA |
0.37% |
| 7203.T TOYOTA MOTOR CORP |
0.36% |
| 6857.T ADVANTEST CORP |
0.32% |
| RY.TO ROYAL BANK OF CANADA |
0.32% |
| ALV.DE ALLIANZ SE |
0.29% |
Research tool only: overlap is one lens on similarity, not a judgment of which fund is better.