Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
16
# OF OVERLAPPING
HOLDINGS
SEMI.L
275
HOLDINGS
7%
ALSO IN ECAR.L
ECAR.L
112
HOLDINGS
21%
ALSO IN SEMI.L
SECTOR DRIFT (SEMI.L minus ECAR.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMI.L |
Weight in ECAR.L |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 6.1% | 9.0% | 6.1% |
|
NVIDIA CORP | 6.1% | 4.2% | 4.2% |
|
QUALCOMM INC | 2.6% | 3.6% | 2.6% |
 |
INFINEON TECHNOLOGIES AG | 1.3% | 5.2% | 1.3% |
 |
NXP SEMICONDUCTORS NV | 1.0% | 4.1% | 1.0% |
SEMI.L Overweight Relative to ECAR.L
|
MICRON TECHNOLOGY INC | 9.3% |
|
BROADCOM INC. | 7.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 6.8% |
|
INTEL CORP | 6.5% |
|
ASML HOLDING NV | 5.9% |
|
LAM RESEARCH CORP | 4.1% |
|
APPLIED MATERIALS INC | 4.0% |
 |
HYNIX SEMICONDUCTOR INC | 3.9% |
|
TEXAS INSTRUMENTS INC | 3.4% |
|
KLA CORPORATION | 3.0% |
SEMI.L Underweight Relative to ECAR.L
|
DELTA ELECTRONICS INC | -10.6% |
|
SAMSUNG ELECTRO-MECHANICS CO | -4.6% |
 |
STMICROELECTRONICS NV | -4.3% |
 |
NEC ELECTRONICS CORP | -4.2% |
|
SAMSUNG SDI CO LTD | -4.1% |
|
INFINEON TECHNOLOGIES AG | -4.0% |
|
TESLA MOTORS INC | -3.7% |
|
EMERSON ELECTRIC CO | -3.4% |
|
NXP SEMICONDUCTORS NV | -3.2% |
|
ADVANCED MICRO DEVICES | -2.9% |