Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
19
# OF OVERLAPPING
HOLDINGS
IUIT.L
80
HOLDINGS
27%
ALSO IN SEMI.L
SEMI.L
275
HOLDINGS
9%
ALSO IN IUIT.L
SECTOR DRIFT (IUIT.L minus SEMI.L)
OVERLAPPING HOLDINGS
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| Company | Weight in IUIT.L |
Weight in SEMI.L |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 9.4% | 7.4% | 7.4% |
|
NVIDIA CORP | 21.5% | 6.1% | 6.1% |
|
MICRON TECHNOLOGY INC | 3.3% | 9.3% | 3.3% |
|
ADVANCED MICRO DEVICES | 2.7% | 6.1% | 2.7% |
|
INTEL CORP | 2.3% | 6.5% | 2.3% |
IUIT.L Overweight Relative to SEMI.L
|
APPLE INC | 17.2% |
|
NVIDIA CORP | 15.3% |
|
MICROSOFT CORP | 14.1% |
|
BROADCOM INC. | 1.9% |
|
CISCO SYSTEMS INC | 1.7% |
|
ORACLE CORP | 1.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.4% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
ARISTA NETWORKS, INC. | 0.8% |
|
SALESFORCE.COM INC | 0.8% |
IUIT.L Underweight Relative to SEMI.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | -6.8% |
|
MICRON TECHNOLOGY INC | -5.9% |
 |
ASML HOLDING NV | -5.9% |
|
INTEL CORP | -4.1% |
 |
HYNIX SEMICONDUCTOR INC | -3.9% |
|
ADVANCED MICRO DEVICES | -3.4% |
|
APPLIED MATERIALS INC | -2.5% |
|
LAM RESEARCH CORP | -2.5% |
|
TEXAS INSTRUMENTS INC | -2.2% |
|
MEDIATEK INC | -2.0% |