Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
81%
OVERLAP
BY WEIGHT
686
# OF OVERLAPPING
HOLDINGS
SEMA.L
875
HOLDINGS
90%
ALSO IN XEMD.L
XEMD.L
960
HOLDINGS
77%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus XEMD.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in XEMD.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 14.7% | 14.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.3% | 7.7% | 6.3% |
|
HYNIX SEMICONDUCTOR INC | 3.1% | 5.9% | 3.1% |
 |
TENCENT HOLDINGS LTD | 3.2% | 3.1% | 3.1% |
|
ALIBABA GROUP HOLDING LTD. | 2.4% | 2.5% | 2.4% |
SEMA.L Overweight Relative to XEMD.L
 |
ISHARES MSCI CHINA A ETF USD ACC | 3.5% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.8% |
|
ISHARES MSCI BRAZIL ETF (DE) | 2.2% |
|
ELITE MATERIAL CO LTD | 0.4% |
|
ASIA VITAL COMPONENTS | 0.2% |
|
CHROMA ATE INC | 0.2% |
|
BEIGENE, LTD. | 0.2% |
|
INFOSYS TECHNOLOGIES LTD | 0.2% |
|
DELTA ELECTRONICS INC | 0.1% |
|
ASPEED TECHNOLOGY, INC. | 0.1% |
SEMA.L Underweight Relative to XEMD.L
|
HYNIX SEMICONDUCTOR INC | -2.8% |
|
SAMSUNG ELECTRONICS CO LTD | -1.4% |
|
RELIANCE INDUSTRIES LTD | -0.7% |
|
SAMSUNG ELECTRONICS-PFD | -0.5% |
|
SK SQUARE CO., LTD. | -0.4% |
 |
GRUPO MEXICO SAB DE CV-SER B | -0.3% |
|
ADVANCED SEMICONDUCTOR ENGR | -0.3% |
|
ACCTON TECHNOLOGY CORP | -0.3% |
|
MEDIATEK INC | -0.3% |
 |
VALE SA | -0.2% |