Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
59%
OVERLAP
BY WEIGHT
401
# OF OVERLAPPING
HOLDINGS
SEMA.L
875
HOLDINGS
53%
ALSO IN XSOE.L
XSOE.L
670
HOLDINGS
66%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus XSOE.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in XSOE.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 9.6% | 9.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 6.3% | 7.6% | 6.3% |
|
HYNIX SEMICONDUCTOR INC | 3.1% | 6.0% | 3.1% |
 |
ALIBABA GROUP HOLDING LTD. | 2.4% | 3.0% | 2.4% |
|
MEDIATEK INC | 1.3% | 1.8% | 1.3% |
SEMA.L Overweight Relative to XSOE.L
|
TAIWAN SEMICONDUCTOR MANUFAC | 5.0% |
 |
ISHARES MSCI CHINA A ETF USD ACC | 3.5% |
|
TENCENT HOLDINGS LTD | 3.2% |
|
ISHARES MSCI BRAZIL ETF (DE) | 2.2% |
 |
RELIANCE INDS-SPONS GDR 144A | 1.8% |
|
CHINA CONSTRUCTION BANK-H | 0.9% |
|
IND & COMM BK OF CHINA - H | 0.5% |
|
BANK OF CHINA LTD - H | 0.4% |
 |
SAUDI ARABIAN OIL COMPANY (SAUDI ARA | 0.4% |
|
SAMSUNG ELECTRONICS-PFD | 0.3% |
SEMA.L Underweight Relative to XSOE.L
|
HYNIX SEMICONDUCTOR INC | -2.9% |
|
SAMSUNG ELECTRONICS CO LTD | -1.4% |
 |
MERCADOLIBRE INC | -0.8% |
|
AL RAJHI BANK | -0.7% |
|
ALIBABA GROUP HOLDING LTD. | -0.7% |
|
ZHONGJI INNOLIGHT CO., LTD. CLASS A | -0.7% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -0.6% |
|
MEDIATEK INC | -0.6% |
|
BHARTI AIRTEL LIMITED | -0.5% |
|
SK SQUARE CO., LTD. | -0.4% |