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
SEMA.L
875
HOLDINGS
92%
ALSO IN SAEM.L
SAEM.L
2707
HOLDINGS
32%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus SAEM.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in SAEM.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 13.4% | 13.4% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.3% | 5.8% | 5.8% |
 |
TENCENT HOLDINGS LTD | 3.2% | 2.9% | 2.9% |
|
HYNIX SEMICONDUCTOR INC | 3.1% | 2.9% | 2.9% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.8% | 2.6% | 2.6% |
SEMA.L Overweight Relative to SAEM.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% |
SEMA.L Underweight Relative to SAEM.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% |
|
WINBOND ELECTRONICS CORP | -0.1% |
|
COMPEQ MANUFACTURING CO LTD | -0.1% |
|
MACRONIX INTERNATIONAL | -0.1% |