I took a deeper look at the holdings overlap between $XEQT and $VDY. Here’s the breakdown: • 53 holdings are shared • 8,145 holdings are unique to XEQT • 7 holdings are unique to VDY • 8,205 unique total holdings across both ETFs The shared names are mostly the large Canadian companies you’d expect: • Royal Bank • TD • BMO • Scotiabank • CIBC • Enbridge • Canadian Natural Resources • Suncor • Manulife • TC Energy Where they really diverge is outside that Canadian dividend core. XEQT adds names like NVIDIA, Apple, Microsoft, Amazon, Alphabet, Shopify, Broadcom, and Meta, while VDY’s exclusive positions are much more limited. So even though VDY is almost entirely represented inside XEQT, owning VDY alongside XEQT mainly changes the weighting toward Canadian dividend stocks rather than adding much new diversification. 🔍 Where to find this ETF Overlap Tool → Holdings Which ETF pair should I break down next?
3,522 views
12 Comments
Edwin @3dw1n · 2d
I was looking at these same 2 yesterday after I got your link. Love my $VDY .
Michael Lee@mackstfsa · 2dEdited
I had both in my portfolio with VFV and finally after a hard decision I cut my XEQT loose and rolled it into the remaining two.
Michael Noël@therev · 2d
Great post. The 7 stocks only amount to 1% of $VDY.
Johnny Nguyen@johnnymama1 · 2d
HYLD, SDAY help a brother out
See the full comment section 👀Sign up for the full Blossom experience!
