Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
32%
OVERLAP
BY WEIGHT
49
# OF OVERLAPPING
HOLDINGS
IVSI
188
HOLDINGS
26%
ALSO IN UMMA
UMMA
92
HOLDINGS
53%
ALSO IN IVSI
SECTOR DRIFT (IVSI minus UMMA)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IVSI |
Weight in UMMA |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 5.7% | 5.4% | 5.4% |
 |
NOVARTIS AG | 2.3% | 2.5% | 2.3% |
 |
BHP BILLITON LTD | 3.0% | 2.1% | 2.1% |
 |
ASTRAZENECA PLC | 1.9% | 2.5% | 1.9% |
 |
NOVO NORDISK A/S-B | 2.1% | 1.2% | 1.2% |
IVSI Overweight Relative to UMMA
 |
DEUTSCHE TELEKOM AG | 2.3% |
 |
INVESTOR AB-B SHS | 2.1% |
|
BRITISH AMERICAN TOBACCO PLC | 1.9% |
|
ALLIANZ SE-REG | 1.7% |
 |
LVMH MOET HENNESSY LOUIS VUI | 1.7% |
 |
MITSUBISHI UFJ FINANCIAL GRO | 1.6% |
|
TOKIO MARINE HOLDINGS INC | 1.5% |
|
HSBC HOLDINGS PLC | 1.2% |
|
ITOCHU CORP | 1.1% |
|
BHP BILLITON LTD | 0.9% |
IVSI Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -10.0% |
 |
SAMSUNG ELECTRONICS CO LTD | -8.2% |
|
INFINEON TECHNOLOGIES AG | -4.2% |
|
HYNIX SEMICONDUCTOR INC | -3.5% |
|
MURATA MANUFACTURING CO LTD | -2.7% |
|
SAP AG | -1.6% |
|
NESTLE SA-REG | -1.4% |
|
SIEMENS ENERGY AG | -1.3% |
|
ADVANTEST CORP | -1.2% |
|
HITACHI LTD | -1.1% |