Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
WDEF.L
38
HOLDINGS
8%
ALSO IN BRIJ.L
BRIJ.L
46
HOLDINGS
4%
ALSO IN WDEF.L
SECTOR DRIFT (WDEF.L minus BRIJ.L)
OVERLAPPING HOLDINGS
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| Company | Weight in WDEF.L |
Weight in BRIJ.L |
Overlap | |
|---|---|---|---|---|
 |
THALES SA | 12.6% | 7.5% | 7.5% |
 |
LEONARDO SPA | 6.5% | 5.9% | 5.9% |
WDEF.L Overweight Relative to BRIJ.L
 |
BAE SYSTEMS PLC | 11.8% |
 |
RHEINMETALL AG | 11.1% |
 |
AIRBUS GROUP SE | 8.3% |
|
ROLLS-ROYCE GROUP PLC | 8.2% |
|
SAFRAN SA | 7.9% |
 |
SAAB CLASS B | 6.3% |
|
DASSAULT AVIATION SA | 5.4% |
|
THALES SA | 5.2% |
|
HENSOLDT AG | 2.4% |
 |
INDRA SISTEMAS SA | 1.6% |
WDEF.L Underweight Relative to BRIJ.L
 |
HOLCIM LTD-REG | -8.7% |
|
GRUPO FERROVIAL | -8.0% |
|
VINCI SA | -7.5% |
|
AENA SA | -6.4% |
 |
ORSTED | -5.2% |
 |
VERBUND AG | -3.9% |
|
TELEFONICA SA | -3.9% |
|
CELLNEX TELECOM S.A. | -3.4% |
|
ACCIONA SA | -3.2% |
|
EIFFAGE | -2.8% |