Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
100%
OVERLAP
BY WEIGHT
64
# OF OVERLAPPING
HOLDINGS
SEMD.SW
65
HOLDINGS
100%
ALSO IN SEMG.L
SEMG.L
65
HOLDINGS
100%
ALSO IN SEMD.SW
SECTOR DRIFT (SEMD.SW minus SEMG.L)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SEMD.SW |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 23.9% | 23.9% | 23.9% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% | 14.6% | 14.6% |
|
BROADCOM INC. | 13.9% | 13.9% | 13.9% |
|
MICRON TECHNOLOGY INC | 6.0% | 6.0% | 6.0% |
|
ADVANCED MICRO DEVICES | 4.8% | 4.8% | 4.8% |
SEMD.SW Overweight Relative to SEMG.L
 |
TOKYO ELECTRON LTD | 0.0% |
|
ANALOG DEVICES INC | 0.0% |
|
NVIDIA CORP | 0.0% |
|
APPLIED MATERIALS INC | 0.0% |
|
ADVANCED MICRO DEVICES | 0.0% |
|
UNITED MICROELECTRONICS CORP | 0.0% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.0% |
|
FIRST SOLAR INC | 0.0% |
|
REALTEK SEMICONDUCTOR CORP | 0.0% |
|
ADVANTEST CORP | 0.0% |
SEMD.SW Underweight Relative to SEMG.L
|
TOKYO ELECTRON LTD | 0.0% |
|
ANALOG DEVICES INC | 0.0% |
|
NVIDIA CORP | 0.0% |
|
APPLIED MATERIALS INC | 0.0% |
|
ADVANCED MICRO DEVICES | 0.0% |
|
UNITED MICROELECTRONICS CORP | 0.0% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.0% |
|
FIRST SOLAR INC | 0.0% |
|
REALTEK SEMICONDUCTOR CORP | 0.0% |
|
ADVANTEST CORP | 0.0% |