Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
80%
OVERLAP
BY WEIGHT
697
# OF OVERLAPPING
HOLDINGS
SAEM.L
2707
HOLDINGS
32%
ALSO IN SEMA.L
SEMA.L
875
HOLDINGS
92%
ALSO IN SAEM.L
SECTOR DRIFT (SAEM.L minus SEMA.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SAEM.L |
Weight in SEMA.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.4% | 14.6% | 13.4% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.8% | 6.3% | 5.8% |
 |
TENCENT HOLDINGS LTD | 2.9% | 3.2% | 2.9% |
|
HYNIX SEMICONDUCTOR INC | 2.9% | 3.1% | 2.9% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.6% | 2.8% | 2.6% |
SAEM.L Overweight Relative to SEMA.L
 |
NU HOLDINGS LTD. CLASS A | 0.2% |
 |
ITAU UNIBANCO HOLDING SA | 0.2% |
|
PETROBRAS - PETROLEO BRAS | 0.1% |
|
PETROBRAS - PETROLEO BRAS-PR | 0.1% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 0.1% |
|
KWEICHOW MOUTAI CO LTD-A | 0.1% |
|
NANYA TECHNOLOGY CORPORATION | 0.1% |
|
COMPEQ MANUFACTURING CO LTD | 0.1% |
|
WINBOND ELECTRONICS CORP | 0.1% |
|
MACRONIX INTERNATIONAL | 0.1% |
SAEM.L Underweight Relative to SEMA.L
 |
ISHARES MSCI CHINA A ETF USD ACC | -3.5% |
|
ISHARES MSCI BRAZIL ETF (DE) | -2.2% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -1.2% |
|
SAMSUNG ELECTRONICS CO LTD | -0.5% |
|
VALE SA | -0.2% |
|
HYNIX SEMICONDUCTOR INC | -0.2% |
|
TENCENT HOLDINGS LTD | -0.2% |
|
LARSEN & TOUBRO LIMITED | -0.2% |
|
ZIJIN MINING GROUP CO LTD-H | -0.2% |
|
POSCO | -0.2% |