Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
68%
OVERLAP
BY WEIGHT
255
# OF OVERLAPPING
HOLDINGS
SGWS.L
401
HOLDINGS
71%
ALSO IN WELA.DE
WELA.DE
385
HOLDINGS
68%
ALSO IN SGWS.L
SECTOR DRIFT (SGWS.L minus WELA.DE)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in SGWS.L |
Weight in WELA.DE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.7% | 5.2% | 5.2% |
 |
ASML HOLDING NV | 3.7% | 4.3% | 3.7% |
|
INTEL CORP | 3.2% | 3.7% | 3.2% |
|
LAM RESEARCH CORP | 2.3% | 2.7% | 2.3% |
|
APPLIED MATERIALS INC | 2.2% | 2.5% | 2.2% |
SGWS.L Overweight Relative to WELA.DE
|
NVIDIA CORP | 3.5% |
|
TESLA MOTORS INC | 3.4% |
|
COCA-COLA CO/THE | 1.6% |
|
PEPSICO INC | 1.1% |
|
VERIZON COMMUNICATIONS INC | 0.7% |
 |
HITACHI LTD | 0.7% |
|
WALT DISNEY CO/THE | 0.7% |
 |
INFINEON TECHNOLOGIES AG | 0.6% |
 |
NOKIA OYJ | 0.5% |
|
CUMMINS INC | 0.5% |
SGWS.L Underweight Relative to WELA.DE
 |
TAIWAN SEMICONDUCTOR MANUFAC | -5.7% |
|
ANALOG DEVICES INC | -1.8% |
|
ASML HOLDING NV | -0.7% |
|
INTEL CORP | -0.5% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -0.4% |
|
TEXAS INSTRUMENTS INC | -0.4% |
|
LAM RESEARCH CORP | -0.4% |
 |
SWISS PRIME SITE-REG | -0.4% |
|
APPLIED MATERIALS INC | -0.4% |
|
KEYSIGHT TECHNOLOGIES INC | -0.4% |