Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
47%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
SEMD.SW
65
HOLDINGS
50%
ALSO IN WITS.L
WITS.L
155
HOLDINGS
24%
ALSO IN SEMD.SW
SECTOR DRIFT (SEMD.SW minus WITS.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMD.SW |
Weight in WITS.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 23.9% | 18.9% | 18.9% |
|
BROADCOM INC. | 13.9% | 7.6% | 7.6% |
 |
ASML HOLDING NV | 4.7% | 3.5% | 3.5% |
|
APPLIED MATERIALS INC | 2.7% | 2.7% | 2.7% |
|
MICRON TECHNOLOGY INC | 6.0% | 2.3% | 2.3% |
SEMD.SW Overweight Relative to WITS.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% |
|
BROADCOM INC. | 6.3% |
|
NVIDIA CORP | 5.0% |
|
MICRON TECHNOLOGY INC | 3.7% |
 |
HYNIX SEMICONDUCTOR INC | 3.1% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
INTEL CORP | 2.1% |
|
KLA CORPORATION | 1.7% |
|
QUALCOMM INC | 1.5% |
|
TEXAS INSTRUMENTS INC | 1.4% |
SEMD.SW Underweight Relative to WITS.L
|
APPLE INC | -15.0% |
|
MICROSOFT CORP | -9.6% |
 |
SAP AG | -1.8% |
|
PALO ALTO NETWORKS INC | -1.7% |
|
WESTERN DIGITAL CORP | -1.4% |
|
ADOBE SYSTEMS INC | -1.3% |
|
SERVICENOW INC | -1.3% |
|
CADENCE DESIGN SYS INC | -1.2% |
|
INTUIT INC | -1.2% |
|
AUTODESK INC | -1.1% |