Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
49
# OF OVERLAPPING
HOLDINGS
CMU.L
106
HOLDINGS
48%
ALSO IN ESDU.L
ESDU.L
115
HOLDINGS
44%
ALSO IN CMU.L
SECTOR DRIFT (CMU.L minus ESDU.L)
OVERLAPPING HOLDINGS
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| Company | Weight in CMU.L |
Weight in ESDU.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 7.1% | 5.2% | 5.2% |
 |
SCHNEIDER ELECTRIC SA | 4.8% | 5.4% | 4.8% |
 |
NOKIA OYJ | 6.8% | 4.7% | 4.7% |
|
AXA SA | 2.2% | 2.5% | 2.2% |
|
PROSUS N.V. CLASS N | 1.7% | 2.0% | 1.7% |
CMU.L Overweight Relative to ESDU.L
 |
INFINEON TECHNOLOGIES AG | 6.7% |
 |
IBERDROLA SA | 4.1% |
 |
STMICROELECTRONICS NV | 3.7% |
|
LVMH MOET HENNESSY LOUIS VUI | 3.6% |
|
BNP PARIBAS | 2.9% |
 |
INTESA SANPAOLO S.P.A. | 2.5% |
|
AIR LIQUIDE SA TEMP | 2.5% |
|
ING GROEP NV | 2.3% |
|
NOKIA OYJ | 2.1% |
|
VINCI SA | 2.0% |
CMU.L Underweight Relative to ESDU.L
|
ABB LTD. | -5.2% |
 |
NOVO NORDISK A/S-B | -4.6% |
|
ZURICH FINANCIAL SERVICES AG | -3.2% |
 |
REED ELSEVIER PLC | -2.1% |
|
LONZA GROUP AG-REG | -2.0% |
|
LONDON STOCK EXCHANGE GROUP | -1.8% |
|
ALCON, INC. | -1.6% |
|
DSV A/S | -1.5% |
|
SWISS RE AG | -1.5% |
 |
SANDVIK AB | -1.5% |