Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
ESIN.L
108
HOLDINGS
62%
ALSO IN WELH.DE
WELH.DE
191
HOLDINGS
28%
ALSO IN ESIN.L
SECTOR DRIFT (ESIN.L minus WELH.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in ESIN.L |
Weight in WELH.DE |
Overlap | |
|---|---|---|---|---|
 |
SIEMENS AG-REG | 8.6% | 3.5% | 3.5% |
 |
SCHNEIDER ELECTRIC SA | 6.5% | 2.4% | 2.4% |
 |
ABB LTD. | 6.0% | 2.3% | 2.3% |
|
SIEMENS ENERGY AG | 6.2% | 1.8% | 1.8% |
|
VINCI SA | 2.8% | 1.0% | 1.0% |
ESIN.L Overweight Relative to WELH.DE
|
SIEMENS AG-REG | 5.2% |
 |
AIRBUS GROUP SE | 4.6% |
|
SIEMENS ENERGY AG | 4.4% |
 |
ROLLS-ROYCE GROUP PLC | 4.3% |
|
SAFRAN SA | 4.2% |
|
SCHNEIDER ELECTRIC SA | 4.1% |
|
ABB LTD. | 3.7% |
|
BAE SYSTEMS PLC | 3.1% |
|
RHEINMETALL AG | 2.9% |
|
VINCI SA | 1.8% |
ESIN.L Underweight Relative to WELH.DE
 |
CATERPILLAR INC | -7.0% |
|
GE AEROSPACE | -4.9% |
 |
EATON CORP PLC | -2.4% |
|
DEERE & CO | -2.2% |
|
UNION PACIFIC CORP | -2.2% |
|
UBER TECHNOLOGIES, INC. | -2.2% |
 |
HITACHI LTD | -2.0% |
|
VERTIV HOLDINGS CO. CLASS A | -2.0% |
|
QUANTA SERVICES INC | -1.6% |
|
TRANE TECHNOLOGIES PLC | -1.6% |