Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
88%
OVERLAP
BY WEIGHT
717
# OF OVERLAPPING
HOLDINGS
SEMA.L
875
HOLDINGS
94%
ALSO IN AEMU.L
AEMU.L
1202
HOLDINGS
65%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus AEMU.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in AEMU.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 14.7% | 14.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.3% | 6.3% | 6.3% |
 |
TENCENT HOLDINGS LTD | 3.2% | 3.2% | 3.2% |
|
HYNIX SEMICONDUCTOR INC | 3.1% | 3.1% | 3.1% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.8% | 2.8% | 2.8% |
SEMA.L Overweight Relative to AEMU.L
 |
ISHARES MSCI CHINA A ETF USD ACC | 3.5% |
|
ISHARES MSCI BRAZIL ETF (DE) | 2.2% |
 |
DELTA ELECTRONICS THAI-NVDR | 0.2% |
|
ADVANCED INFO SERVICE PUBLIC CO., LT | 0.1% |
|
PTT PCL-NVDR | 0.1% |
|
LIG NEX1 CO., LTD. | 0.1% |
|
PTT EXPLOR & PROD PCL-NVDR | 0.1% |
|
CP ALL PCL-NVDR | 0.1% |
|
AIRPORTS OF THAILAND PC-NVDR | 0.1% |
|
BANGKOK DUSIT MED SERVI-NVDR | 0.1% |
SEMA.L Underweight Relative to AEMU.L
|
AMUNDI MSCI CHINA A ETF ACC | -0.4% |
 |
VALE SA | -0.2% |
 |
NU HOLDINGS LTD. CLASS A | -0.2% |
|
ITAU UNIBANCO HOLDING SA | -0.2% |
|
PETROBRAS - PETROLEO BRAS-PR | -0.2% |
|
PETROBRAS - PETROLEO BRAS | -0.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -0.1% |
|
KWEICHOW MOUTAI CO LTD-A | -0.1% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -0.1% |
|
PTT PUBLIC CO., LTD.(ALIEN MKT) | -0.1% |