Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
74%

OVERLAP
BY WEIGHT
13

# OF OVERLAPPING
HOLDINGS
ESIT.L
39
HOLDINGS
76%
ALSO IN EXV3.DE
EXV3.DE
41
HOLDINGS
50%
ALSO IN ESIT.L
SECTOR DRIFT (ESIT.L minus EXV3.DE)
OVERLAPPING HOLDINGS

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Company Weight
in ESIT.L
Weight
in EXV3.DE
Overlap
ASML HOLDING NV 27.6% 29.0% 27.6%
SAP AG 13.6% 12.5% 12.5%
INFINEON TECHNOLOGIES AG 12.0% 10.8% 10.8%
ASM INTERNATIONAL N.V. 5.9% 5.6% 5.6%
STMICROELECTRONICS NV 4.9% 4.3% 4.3%
ESIT.L Overweight Relative to EXV3.DE
NOKIA OYJ 9.0%
NEBIUS GROUP NV 4.8%
LM ERICSSON TELEFON AB CLASS B 4.3%
HALMA PLC 2.9%
INFINEON TECHNOLOGIES AG 1.2%
SAP AG 1.1%
STMICROELECTRONICS NV 0.6%
ASM INTERNATIONAL N.V. 0.3%
LOGITECH INTERNATIONAL-REG 0.3%
BE SEMICONDUCTOR INDUSTRIES 0.2%
ESIT.L Underweight Relative to EXV3.DE
REED ELSEVIER PLC -7.5%
PROSUS N.V. CLASS N -6.7%
AMADEUS IT HOLDING SA-A SHS -3.0%
ASML HOLDING NV -1.4%
AUTO TRADER GROUP PLC -0.8%
AIXTRON AG -0.8%
SCOUT24 AG -0.7%
TEMENOS GROUP AG-REG -0.6%
SCHIBSTED ASA CLASS B -0.5%
NORDIC SEMICONDUCTOR ASA -0.4%
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