Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
42%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
SEMG.L
65
HOLDINGS
17%
ALSO IN CHPX.L
CHPX.L
38
HOLDINGS
31%
ALSO IN SEMG.L
SECTOR DRIFT (SEMG.L minus CHPX.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG.L |
Weight in CHPX.L |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 13.9% | 10.0% | 10.0% |
|
NVIDIA CORP | 23.9% | 9.1% | 9.1% |
|
MICRON TECHNOLOGY INC | 6.0% | 12.0% | 6.0% |
|
ADVANCED MICRO DEVICES | 4.8% | 9.4% | 4.8% |
|
INTEL CORP | 4.1% | 5.5% | 4.1% |
SEMG.L Overweight Relative to CHPX.L
|
NVIDIA CORP | 14.7% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% |
 |
ASML HOLDING NV | 4.7% |
|
BROADCOM INC. | 3.8% |
|
LAM RESEARCH CORP | 2.9% |
|
APPLIED MATERIALS INC | 2.7% |
|
TEXAS INSTRUMENTS INC | 2.1% |
|
KLA CORPORATION | 1.9% |
|
ANALOG DEVICES INC | 1.7% |
 |
ADVANTEST CORP | 1.1% |
SEMG.L Underweight Relative to CHPX.L
|
TAIWAN SEMICONDUCTOR-SP ADR | -9.6% |
|
ASML HOLDING NV-NY REG SHS | -7.0% |
|
MICRON TECHNOLOGY INC | -6.1% |
 |
HYNIX SEMICONDUCTOR INC | -6.0% |
|
CISCO SYSTEMS INC | -5.3% |
|
ADVANCED MICRO DEVICES | -4.6% |
 |
ARM HOLDINGS PLC | -4.2% |
|
ARISTA NETWORKS, INC. | -1.9% |
|
INTEL CORP | -1.4% |
|
VERTIV HOLDINGS CO. CLASS A | -1.3% |