Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
46
# OF OVERLAPPING
HOLDINGS
ESRG.L
115
HOLDINGS
41%
ALSO IN SMUA.AS
SMUA.AS
76
HOLDINGS
69%
ALSO IN ESRG.L
SECTOR DRIFT (ESRG.L minus SMUA.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in ESRG.L |
Weight in SMUA.AS |
Overlap | |
|---|---|---|---|---|
 |
SCHNEIDER ELECTRIC SA | 5.4% | 5.5% | 5.4% |
 |
ASML HOLDING NV | 5.2% | 9.3% | 5.2% |
 |
NOKIA OYJ | 4.7% | 3.2% | 3.2% |
|
ESSILOR INTERNATIONAL | 2.7% | 2.9% | 2.7% |
|
AXA SA | 2.5% | 4.1% | 2.5% |
ESRG.L Overweight Relative to SMUA.AS
 |
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% |
|
SWISS RE AG | 1.5% |
|
DSV A/S | 1.5% |
|
NOKIA OYJ | 1.5% |
ESRG.L Underweight Relative to SMUA.AS
 |
INFINEON TECHNOLOGIES AG | -4.2% |
|
ASML HOLDING NV | -4.1% |
|
MUENCHENER RUECKVER AG-REG | -3.9% |
|
LEGRAND SA | -3.2% |
 |
PRYSMIAN SPA | -3.0% |
|
DANONE | -2.5% |
|
TERNA SPA | -1.8% |
 |
ERSTE GROUP BANK AG | -1.8% |
|
AXA SA | -1.6% |
|
AERCAP HOLDINGS NV | -1.6% |