Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
52%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
SEMG.L
65
HOLDINGS
39%
ALSO IN WELU.DE
WELU.DE
106
HOLDINGS
24%
ALSO IN SEMG.L
SECTOR DRIFT (SEMG.L minus WELU.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG.L |
Weight in WELU.DE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 23.9% | 21.3% | 21.3% |
|
BROADCOM INC. | 13.9% | 9.2% | 9.2% |
|
ADVANCED MICRO DEVICES | 4.8% | 3.1% | 3.1% |
 |
ASML HOLDING NV | 4.7% | 2.5% | 2.5% |
|
INTEL CORP | 4.1% | 2.1% | 2.1% |
SEMG.L Overweight Relative to WELU.DE
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.6% |
|
BROADCOM INC. | 4.7% |
|
MICRON TECHNOLOGY INC | 4.2% |
 |
HYNIX SEMICONDUCTOR INC | 3.1% |
|
NVIDIA CORP | 2.6% |
|
ASML HOLDING NV | 2.1% |
|
INTEL CORP | 2.0% |
|
ADVANCED MICRO DEVICES | 1.7% |
|
MEDIATEK INC | 1.3% |
|
APPLIED MATERIALS INC | 1.2% |
SEMG.L Underweight Relative to WELU.DE
|
APPLE INC | -17.0% |
|
MICROSOFT CORP | -12.7% |
|
CISCO SYSTEMS INC | -1.9% |
|
ORACLE CORP | -1.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.3% |
|
ARISTA NETWORKS, INC. | -0.9% |
|
SALESFORCE.COM INC | -0.9% |
 |
SAP AG | -0.8% |
|
PALO ALTO NETWORKS INC | -0.7% |
|
SHOPIFY, INC. CLASS A | -0.7% |