DXJ vs LVHI: Holdings Overlap
DXJWisdomTree Japan Hedged Equity Fund
WisdomTree · 430 holdings · $7.1B · as of 2026-03-31
LVHIFranklin International Low Volatility High Dividend Index ETF
Franklin Templeton · 192 holdings · $5.5B · as of 2026-03-31
How similar are DXJ and LVHI?
WisdomTree Japan Hedged Equity Fund (DXJ, by WisdomTree) holds 430 positions; Franklin International Low Volatility High Dividend Index ETF (LVHI, by Franklin Templeton) holds 192. They have 24 holdings in common, and by portfolio weight the two funds are 11.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 11.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 24DXJ holds 430 · LVHI holds 192
- Weight in Shared Holdings
- DXJ 17%·LVHI 12%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in DXJ
406 of 430 positions (79.1% of the fund) are not held by LVHI. Showing the top 30 by weight.
Only in LVHI
168 of 192 positions (85.2% of the fund) are not held by DXJ. Showing the top 30 by weight.
Sector Breakdown
| Sector | DXJ | LVHI |
|---|---|---|
| Financials | 17.5% | 21.6% |
| Industrials | 19.3% | 10.2% |
| Energy | 1.6% | 16.8% |
| Consumer Discretionary | 11.7% | 3.6% |
| Utilities | 0.0% | 9.6% |
| Other Sectors | 23.7% | 29.1% |
| Unclassified | 22.6% | 5.8% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (23% of DXJ, 6% of LVHI).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| DXJ | +2.2% | +25.3% | +49.6% | +31.9% | +27.8% | +19.0% | 0.94% |
| LVHI | +4.0% | +18.9% | +33.8% | +23.2% | +16.9% | +11.5% | 4.49% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in DXJ vs LVHI →
Shared Holdings(24)
The top 10 shared positions account for 80% of the overlap, led by 8058, 8031 and 9432.
 8058Mitsubishi Corp. NPV | 3.06% | 1.96% | 1.96% |
|---|---|---|---|
 8031Mitsui & Co Ltd. NPV | 2.44% | 1.44% | 1.44% |
 9432NTT Inc. NPV | 2.40% | 1.37% | 1.37% |
 1605Inpex Corp. NPV | 1.04% | 1.01% | 1.01% |
 8002Marubeni Corp. NPV | 1.18% | 0.97% | 0.97% |
 8053Sumitomo Corp. NPV | 1.54% | 0.71% | 0.71% |
 6301Komatsu Ltd. NPV | 1.05% | 0.60% | 0.60% |
 5108Bridgestone Corp. NPV | 0.75% | 0.54% | 0.54% |
 1802Obayashi Corp. NPV | 0.47% | 0.30% | 0.30% |
 2503Kirin Holdings Co Ltd NPV | 0.39% | 0.30% | 0.30% |
 2768Sojitz Corp. NPV | 0.28% | 0.32% | 0.28% |
 3407Asahi Kasei Corp. NPV | 0.35% | 0.27% | 0.27% |
 4528ONO Pharmaceutical Co Ltd NPV | 0.28% | 0.21% | 0.21% |
 7202Isuzu Motors Ltd. NPV | 0.39% | 0.20% | 0.20% |
 5406Kobe Steel Ltd NPV | 0.19% | 0.17% | 0.17% |
 9201Japan Airlines Co Ltd. NPV | 0.17% | 0.19% | 0.17% |
 4204Sekisui Chemical Co Ltd. NPV | 0.18% | 0.17% | 0.17% |
 6305Hitachi Construction Machinery Co Ltd. NPV | 0.23% | 0.17% | 0.17% |
 9513Electric Power Development Co Ltd. NPV | 0.15% | 0.13% | 0.13% |
 5105Toyo Tire Corp. NPV | 0.14% | 0.11% | 0.11% |
 4021Nissan Chemical Corp. NPV | 0.20% | 0.11% | 0.11% |
 6113Amada Co Ltd NPV | 0.14% | 0.10% | 0.10% |
 4042Tosoh Corp. NPV | 0.17% | 0.10% | 0.10% |
 2181Persol Holdings Co Ltd. NPV | 0.12% | 0.05% | 0.05% |
Frequently Asked Questions
How much do DXJ and LVHI overlap?
DXJ and LVHI overlap by 11.4% of portfolio weight. They share 24 holdings (DXJ holds 430 positions and LVHI holds 192), based on each fund's latest SEC-reported holdings.
Is it redundant to own both DXJ and LVHI?
The two portfolios are 11.4% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of DXJ and LVHI?
The largest positions held by both funds are 8058, 8031, 9432, 1605 and 8002. Together the top 10 shared positions account for 80% of the total overlap.
What does DXJ own that LVHI doesn't?
406 positions (79.1% of DXJ) are unique to DXJ, led by 8306, 7203 and 8766. In the other direction, 168 positions (85.2% of LVHI) are unique to LVHI.