Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
66
# OF OVERLAPPING
HOLDINGS
DRFE.TO
204
HOLDINGS
39%
ALSO IN XSEM.TO
XSEM.TO
323
HOLDINGS
25%
ALSO IN DRFE.TO
SECTOR DRIFT (DRFE.TO minus XSEM.TO)
OVERLAPPING HOLDINGS
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| Company | Weight in DRFE.TO |
Weight in XSEM.TO |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.8% | 14.8% | 9.8% |
 |
SAMSUNG ELECTRONICS CO LTD | 8.5% | 7.2% | 7.2% |
 |
TENCENT HOLDINGS LTD | 2.7% | 2.9% | 2.7% |
|
HYNIX SEMICONDUCTOR INC | 2.6% | 3.2% | 2.6% |
|
ALIBABA GROUP HOLDING LTD. | 1.8% | 2.2% | 1.8% |
DRFE.TO Overweight Relative to XSEM.TO
|
CHROMA ATE INC | 2.1% |
|
HYUNDAI MOBIS | 1.6% |
|
INNOLUX CORP | 1.5% |
|
DELTA ELECTRONICS INC | 1.5% |
|
SAMSUNG ELECTRONICS CO LTD | 1.3% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | 1.3% |
|
DAEWOO SECURITIES CO LTD | 1.1% |
|
ZANGGE MINING COMPANY LIMITED CLASS | 1.0% |
|
HYUNDAI MOTOR CO LTD-PRF | 1.0% |
|
XINJIANG GOLDWIND SCI&TECH-A | 1.0% |
DRFE.TO Underweight Relative to XSEM.TO
|
TAIWAN SEMICONDUCTOR MANUFAC | -5.0% |
 |
RELIANCE INDS-SPONS GDR 144A | -2.3% |
 |
ISHARES ESG AWARE MSCI EM ETF | -2.0% |
|
CHUNGHWA TELECOM CO., LTD | -1.1% |
 |
AL RAJHI BANK | -0.8% |
|
SAMSUNG ELECTRONICS-PFD | -0.7% |
|
PING AN INSURANCE GROUP CO-H | -0.7% |
|
UNITED MICROELECTRONICS CORP | -0.6% |
 |
PETROBRAS - PETROLEO BRAS | -0.6% |
|
CATHAY FINANCIAL HOLDING CO | -0.6% |