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
EXV3.DE
41
HOLDINGS
50%
ALSO IN ESIT.L
ESIT.L
39
HOLDINGS
76%
ALSO IN EXV3.DE
SECTOR DRIFT (EXV3.DE minus ESIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in EXV3.DE |
Weight in ESIT.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 29.0% | 27.6% | 27.6% |
 |
SAP AG | 12.5% | 13.6% | 12.5% |
|
INFINEON TECHNOLOGIES AG | 10.8% | 12.0% | 10.8% |
|
ASM INTERNATIONAL N.V. | 5.6% | 5.9% | 5.6% |
 |
STMICROELECTRONICS NV | 4.3% | 4.9% | 4.3% |
EXV3.DE Overweight Relative to ESIT.L
 |
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% |
EXV3.DE Underweight Relative to ESIT.L
 |
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% |