Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
79%
OVERLAP
BY WEIGHT
758
# OF OVERLAPPING
HOLDINGS
SEMA.L
875
HOLDINGS
100%
ALSO IN EIMU.L
EIMU.L
3205
HOLDINGS
31%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus EIMU.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in EIMU.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 12.7% | 12.7% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.3% | 5.5% | 5.5% |
 |
TENCENT HOLDINGS LTD | 3.2% | 2.8% | 2.8% |
|
HYNIX SEMICONDUCTOR INC | 3.1% | 2.7% | 2.7% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.8% | 2.4% | 2.4% |
SEMA.L Overweight Relative to EIMU.L
 |
ISHARES MSCI CHINA A ETF USD ACC | 3.5% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 1.8% |
|
ISHARES MSCI BRAZIL ETF (DE) | 1.7% |
|
SAMSUNG ELECTRONICS CO LTD | 0.8% |
|
HYNIX SEMICONDUCTOR INC | 0.4% |
|
TENCENT HOLDINGS LTD | 0.4% |
|
RELIANCE INDS-SPONS GDR 144A | 0.4% |
|
ALIBABA GROUP HOLDING LTD. | 0.3% |
|
MEDIATEK INC | 0.2% |
|
DELTA ELECTRONICS INC | 0.1% |
SEMA.L Underweight Relative to EIMU.L
|
ISHARES MSCI SAUDI ARABIA CPD ETF US | -0.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -0.1% |
 |
VALE SA | -0.1% |
|
KWEICHOW MOUTAI CO LTD-A | -0.1% |
 |
NU HOLDINGS LTD. CLASS A | -0.1% |
|
PETROBRAS - PETROLEO BRAS | -0.1% |
|
ITAU UNIBANCO HOLDING SA | -0.1% |
|
PETROBRAS - PETROLEO BRAS-PR | -0.1% |
|
NANYA TECHNOLOGY CORPORATION | -0.1% |
|
MACRONIX INTERNATIONAL | -0.1% |