Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
CMUD.PA
106
HOLDINGS
7%
ALSO IN STEC.AS
STEC.AS
41
HOLDINGS
27%
ALSO IN CMUD.PA
SECTOR DRIFT (CMUD.PA minus STEC.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in CMUD.PA |
Weight in STEC.AS |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 7.1% | 29.0% | 7.1% |
 |
INFINEON TECHNOLOGIES AG | 6.7% | 10.8% | 6.7% |
 |
STMICROELECTRONICS NV | 3.7% | 4.3% | 3.7% |
|
PROSUS N.V. CLASS N | 1.7% | 6.7% | 1.7% |
 |
DASSAULT SYSTEMES SA | 1.5% | 1.9% | 1.5% |
CMUD.PA Overweight Relative to STEC.AS
 |
NOKIA OYJ | 6.8% |
|
SCHNEIDER ELECTRIC SA | 4.8% |
 |
IBERDROLA SA | 4.1% |
|
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% |
|
AXA SA | 2.2% |
|
VINCI SA | 2.0% |
CMUD.PA Underweight Relative to STEC.AS
|
ASML HOLDING NV | -21.9% |
|
SAP AG | -12.5% |
 |
REED ELSEVIER PLC | -7.5% |
|
ASM INTERNATIONAL N.V. | -5.6% |
|
PROSUS N.V. CLASS N | -5.0% |
|
INFINEON TECHNOLOGIES AG | -4.1% |
 |
HEXAGON AB-B SHS | -2.6% |
|
BE SEMICONDUCTOR INDUSTRIES | -2.5% |
|
CAP GEMINI | -2.4% |
|
AMADEUS IT HOLDING SA-A SHS | -2.2% |