Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
50
# OF OVERLAPPING
HOLDINGS
IVSI
185
HOLDINGS
27%
ALSO IN UMMA
UMMA
93
HOLDINGS
54%
ALSO IN IVSI
SECTOR DRIFT (IVSI minus UMMA)
OVERLAPPING HOLDINGS
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| Company | Weight in IVSI |
Weight in UMMA |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 6.1% | 5.2% | 5.2% |
 |
ROCHE HOLDING LTD | 4.2% | 3.0% | 3.0% |
 |
ASTRAZENECA PLC | 3.3% | 3.0% | 3.0% |
|
NOVARTIS AG | 3.0% | 3.0% | 3.0% |
 |
BHP BILLITON LTD | 1.9% | 2.0% | 1.9% |
IVSI Overweight Relative to UMMA
 |
DEUTSCHE TELEKOM AG | 2.6% |
 |
MITSUBISHI UFJ FINANCIAL GRO | 1.9% |
 |
INVESTOR AB-B SHS | 1.6% |
|
BRITISH AMERICAN TOBACCO PLC | 1.6% |
|
ITOCHU CORP | 1.6% |
|
TOKIO MARINE HOLDINGS INC | 1.5% |
 |
LVMH MOET HENNESSY LOUIS VUI | 1.4% |
|
RIO TINTO LTD | 1.4% |
|
TOTAL SA | 1.3% |
|
HSBC HOLDINGS PLC | 1.3% |
IVSI Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -16.2% |
 |
SAMSUNG ELECTRONICS CO LTD | -5.9% |
|
INFINEON TECHNOLOGIES AG | -3.8% |
|
HYNIX SEMICONDUCTOR INC | -2.9% |
|
SAP AG | -1.6% |
|
HITACHI LTD | -1.5% |
|
NESTLE SA-REG | -1.3% |
|
SIEMENS ENERGY AG | -1.2% |
 |
AGNICO-EAGLE MINES LTD | -1.2% |
|
ADVANTEST CORP | -1.2% |