DXJ vs IVLU overlap - what they share and where they differ

DXJ and IVLU share 10.5% of their weight across 18 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

DXJ and IVLU

10.5%

18 shared positions

DXJ

WisdomTree Japan Hedged Equity Fund

Reported positions cover 96% of the fund, 396 positions · Mar 31, 2026

Top 10: 36.3%·Holdings of DXJ

IVLU

iShares MSCI Intl Value Factor ETF

Reported positions cover 98% of the fund, 327 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of IVLU

Reported positions cover DXJ 96%, IVLU 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IVLU vs DXJ side by side

DXJWisdomTree Japan Hedged Equity Fund

396

stock positions reported to the SEC

63.9% of its weight is in 378 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

87.5% of its weight is in 309 names DXJ does not hold

Where each fund's weight sits

DXJ
IVLU
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
20.2%
15.2%
Consumer Cyclical
6.1%
3.3%
Healthcare
2.1%
4.9%
Energy
0.0%
4.3%
Basic Materials
0.1%
3.7%
Technology
0.9%
0.0%

The widest gap is Financial Services: DXJ has 5.0 points more of it.

The figures side by side

DXJIVLU
Filing dateMar 31, 2026Apr 30, 2026
Stock positions reported396327
Weight of the ten largest36.3%18.2%
Largest positionMUFG 7.8%HSBC 2.3%
Held alone378 positions, 63.9%309 positions, 87.5%
Covered by stock positions96%98%

Holdings they share

StockIn DXJIn IVLUCounted
MUFGMitsubishi Corp.7.77%2.25%2.25%
SMFGSumitomo Mitsui Trust Group Inc.5.30%1.86%1.86%
TMToyota Motor Corp.4.56%1.79%1.79%
NODKNippon Paper Industries Co., Ltd.3.96%0.90%0.90%
MFGMizuho Financial Group Inc.2.31%0.70%0.70%
CANON INC.1.06%0.56%0.56%
KOMATSU LTD.1.05%0.55%0.55%
HMCHonda Motor Co Ltd.1.47%0.53%0.53%
TAKTakeda Pharmaceutical Co Ltd.2.05%0.45%0.45%
NMRNomura Holdings Inc.0.77%0.23%0.23%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in DXJ

TOKIO MARINE HOLDINGS INC.3.13%
MITSUI & CO LTD.2.44%
JAPAN TOBACCO INC2.42%
NTT INC.2.40%
ITOCHU CORP.1.82%
TOKYO ELECTRON LTD.1.69%
SHIN-ETSU CHEMICAL CO LTD.1.28%
SUMITOMO ELECTRIC INDUSTRIES LTD.1.21%
TOYOTA TSUSHO CORP.1.19%
MARUBENI CORP.1.18%

Only in IVLU

HSBCHSBC HOLDINGS PLC2.29%
BRITISH AMERICAN TOBACCO P.L.C.1.98%
ROCHE HOLDING AG1.67%
SANBanco Santander, S.A.1.64%
BNP PARIBAS SA1.63%
NVSNovartis AG1.63%
NOKIA OYJ1.43%
SHELSHELL PLC1.43%
SIEMENS AKTIENGESELLSCHAFT1.37%
TTETOTALENERGIES SE1.32%

Questions people ask

Is DXJ the same as IVLU?

10.5% of their weight sits in the same 18 holdings. DXJ also reports TOKIO MARINE HOLDINGS INC., MITSUI & CO LTD., JAPAN TOBACCO INC, which the other does not. IVLU also reports HSBC, BRITISH AMERICAN TOBACCO P.L.C., ROCHE HOLDING AG, which the other does not.

How is the overlap between DXJ and IVLU measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 96% of DXJ and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or DXJ?

DXJ reports 396 stock positions and IVLU reports 327. 63.9% of DXJ's weight sits in names IVLU does not hold, and 87.5% of IVLU's weight in names DXJ does not hold. The ten largest positions are 36.3% of DXJ and 18.2% of IVLU.

How do DXJ and IVLU differ by sector?

The widest gap is Financial Services: DXJ has 5.0 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.