Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
68%
OVERLAP
BY WEIGHT
64
# OF OVERLAPPING
HOLDINGS
SEMI.L
275
HOLDINGS
29%
ALSO IN SEMD.SW
SEMD.SW
65
HOLDINGS
100%
ALSO IN SEMI.L
SECTOR DRIFT (SEMI.L minus SEMD.SW)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMI.L |
Weight in SEMD.SW |
Overlap | |
|---|---|---|---|---|
 |
BROADCOM INC. | 7.4% | 13.9% | 7.4% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 6.8% | 14.6% | 6.8% |
|
NVIDIA CORP | 6.1% | 23.9% | 6.1% |
|
MICRON TECHNOLOGY INC | 9.3% | 6.0% | 6.0% |
|
ADVANCED MICRO DEVICES | 6.1% | 4.8% | 4.8% |
SEMI.L Overweight Relative to SEMD.SW
|
MICRON TECHNOLOGY INC | 3.3% |
|
INTEL CORP | 2.4% |
|
TEXAS INSTRUMENTS INC | 1.3% |
|
ADVANCED MICRO DEVICES | 1.3% |
|
APPLIED MATERIALS INC | 1.3% |
 |
ASML HOLDING NV | 1.2% |
|
LAM RESEARCH CORP | 1.2% |
|
KLA CORPORATION | 1.1% |
|
QUALCOMM INC | 1.0% |
|
ANALOG DEVICES INC | 1.0% |
SEMI.L Underweight Relative to SEMD.SW
|
NVIDIA CORP | -17.7% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -7.8% |
|
BROADCOM INC. | -6.4% |
|
GLOBAL MIXED-MODE TECHNOLOGY | 0.0% |
|
RAYDIUM SEMICONDUCTOR CORP. | 0.0% |
 |
JIANGSU CHANGJIANG ELECTRONICS TECHN | 0.0% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 0.0% |
|
JA SOLAR TECHNOLOGY CO., LTD. CLASS | 0.0% |
|
FITIPOWER INTEGRATED TECHNOLOGY INC. | 0.0% |
 |
UNISEM (M) BERHAD | 0.0% |