Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
81
# OF OVERLAPPING
HOLDINGS
EXCD.AS
652
HOLDINGS
15%
ALSO IN ITWN.L
ITWN.L
92
HOLDINGS
100%
ALSO IN EXCD.AS
SECTOR DRIFT (EXCD.AS minus ITWN.L)
OVERLAPPING HOLDINGS
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| Company | Weight in EXCD.AS |
Weight in ITWN.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 18.8% | 29.7% | 18.8% |
|
MEDIATEK INC | 1.6% | 8.4% | 1.6% |
|
DELTA ELECTRONICS INC | 1.4% | 7.4% | 1.4% |
|
HON HAI PRECISION INDUSTRY | 1.0% | 5.3% | 1.0% |
|
ELITE MATERIAL CO LTD | 0.5% | 2.5% | 0.5% |
EXCD.AS Overweight Relative to ITWN.L
 |
SAMSUNG ELECTRONICS CO LTD | 8.1% |
 |
ISHARES MSCI BRAZIL ETF (DE) | 6.0% |
|
HYNIX SEMICONDUCTOR INC | 4.0% |
 |
RELIANCE INDS-SPONS GDR 144A | 3.6% |
|
HDFC BANK LIMITED | 1.0% |
|
ICICI BANK LTD | 0.9% |
|
INFOSYS TECHNOLOGIES LTD | 0.6% |
 |
AL RAJHI BANK | 0.6% |
|
HYUNDAI MOTOR CO | 0.5% |
|
BHARTI AIRTEL LIMITED | 0.5% |
EXCD.AS Underweight Relative to ITWN.L
|
TAIWAN SEMICONDUCTOR MANUFAC | -10.9% |
|
MEDIATEK INC | -6.8% |
|
DELTA ELECTRONICS INC | -5.9% |
|
HON HAI PRECISION INDUSTRY | -4.3% |
|
ELITE MATERIAL CO LTD | -2.0% |
|
ACCTON TECHNOLOGY CORP | -1.8% |
|
UNIMICRON TECHNOLOGY CORP | -1.7% |
|
UNITED MICROELECTRONICS CORP | -1.3% |
|
ASIA VITAL COMPONENTS | -1.3% |
|
CHINATRUST FINANCIAL HOLDING | -1.3% |