Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
83%

OVERLAP
BY WEIGHT
999

# OF OVERLAPPING
HOLDINGS
AEMD.L
1202
HOLDINGS
90%
ALSO IN SEDM.L
SEDM.L
2707
HOLDINGS
46%
ALSO IN AEMD.L
SECTOR DRIFT (AEMD.L minus SEDM.L)
OVERLAPPING HOLDINGS

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Company Weight
in AEMD.L
Weight
in SEDM.L
Overlap
TAIWAN SEMICONDUCTOR MANUFAC 14.7% 13.4% 13.4%
SAMSUNG ELECTRONICS CO LTD 6.3% 5.8% 5.8%
TENCENT HOLDINGS LTD 3.2% 2.9% 2.9%
HYNIX SEMICONDUCTOR INC 3.1% 2.9% 2.9%
RELIANCE INDS-SPONS GDR 144A 2.8% 2.6% 2.6%
AEMD.L Overweight Relative to SEDM.L
TAIWAN SEMICONDUCTOR MANUFAC 1.3%
SAMSUNG ELECTRONICS CO LTD 0.5%
VALE SA 0.5%
AMUNDI MSCI CHINA A ETF ACC 0.4%
TENCENT HOLDINGS LTD 0.3%
HYNIX SEMICONDUCTOR INC 0.3%
LARSEN & TOUBRO LIMITED 0.2%
RELIANCE INDS-SPONS GDR 144A 0.2%
ZIJIN MINING GROUP CO LTD-H 0.2%
ALIBABA GROUP HOLDING LTD. 0.2%
AEMD.L Underweight Relative to SEDM.L
DELTA ELECTRONICS THAI-NVDR -0.2%
ADVANCED INFO SERVICE PUBLIC CO., LT -0.1%
PTT PCL-NVDR -0.1%
NANYA TECHNOLOGY CORPORATION -0.1%
COMPEQ MANUFACTURING CO LTD -0.1%
MACRONIX INTERNATIONAL -0.1%
WINBOND ELECTRONICS CORP -0.1%
NAN YA PRINTED CIRCUIT BOARD -0.1%
PTT EXPLOR & PROD PCL-NVDR -0.1%
LS CORP -0.1%
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