Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
88%
OVERLAP
BY WEIGHT
204
# OF OVERLAPPING
HOLDINGS
CEUU.AS
236
HOLDINGS
94%
ALSO IN SMUD.L
SMUD.L
219
HOLDINGS
100%
ALSO IN CEUU.AS
SECTOR DRIFT (CEUU.AS minus SMUD.L)
OVERLAPPING HOLDINGS
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| Company | Weight in CEUU.AS |
Weight in SMUD.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 7.4% | 8.3% | 7.4% |
 |
SIEMENS AG-REG | 3.1% | 3.4% | 3.1% |
|
SAP AG | 2.4% | 2.7% | 2.4% |
 |
TOTAL SA | 2.4% | 2.7% | 2.4% |
|
SCHNEIDER ELECTRIC SA | 2.3% | 2.6% | 2.3% |
CEUU.AS Overweight Relative to SMUD.L
|
SIEMENS ENERGY AG | 2.2% |
|
AIRBUS GROUP SE | 1.6% |
|
SAFRAN SA | 1.5% |
 |
INDITEX | 0.9% |
|
BASF SE | 0.7% |
|
DANONE | 0.7% |
|
RWE AG | 0.6% |
|
BAYER AG | 0.6% |
|
NEBIUS GROUP NV | 0.5% |
|
REPSOL YPF SA | 0.4% |
CEUU.AS Underweight Relative to SMUD.L
|
ASML HOLDING NV | -0.9% |
|
SIEMENS AG-REG | -0.4% |
|
TOTAL SA | -0.3% |
|
SAP AG | -0.3% |
|
SCHNEIDER ELECTRIC SA | -0.3% |
|
BANCO SANTANDER SA | -0.3% |
|
ALLIANZ SE-REG | -0.3% |
|
IBERDROLA SA | -0.2% |
|
LVMH MOET HENNESSY LOUIS VUI | -0.2% |
|
BANCO BILBAO VIZCAYA ARGENTA | -0.2% |