Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
29%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
IDJG.L
59
HOLDINGS
15%
ALSO IN ESIT.L
ESIT.L
39
HOLDINGS
41%
ALSO IN IDJG.L
SECTOR DRIFT (IDJG.L minus ESIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in IDJG.L |
Weight in ESIT.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 16.2% | 27.6% | 16.2% |
 |
SAP AG | 5.2% | 13.6% | 5.2% |
|
INFINEON TECHNOLOGIES AG | 2.7% | 12.0% | 2.7% |
 |
NOKIA OYJ | 2.1% | 9.0% | 2.1% |
|
ASM INTERNATIONAL N.V. | 1.4% | 5.9% | 1.4% |
IDJG.L Overweight Relative to ESIT.L
|
SIEMENS AG-REG | 6.7% |
 |
SCHNEIDER ELECTRIC SA | 5.4% |
|
SIEMENS ENERGY AG | 4.8% |
 |
IBERDROLA SA | 4.2% |
|
LVMH MOET HENNESSY LOUIS VUI | 3.8% |
|
AIRBUS GROUP SE | 3.6% |
|
AIR LIQUIDE SA | 3.5% |
|
SAFRAN SA | 3.4% |
|
L'OREAL | 3.0% |
|
RHEINMETALL AG | 2.2% |
IDJG.L Underweight Relative to ESIT.L
|
ASML HOLDING NV | -11.4% |
|
INFINEON TECHNOLOGIES AG | -9.3% |
|
SAP AG | -8.4% |
|
NOKIA OYJ | -6.9% |
|
NEBIUS GROUP NV | -4.8% |
|
ASM INTERNATIONAL N.V. | -4.5% |
 |
LM ERICSSON TELEFON AB CLASS B | -4.3% |
 |
STMICROELECTRONICS NV | -3.8% |
 |
HALMA PLC | -2.9% |
|
HEXAGON AB-B SHS | -2.8% |