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
45%
OVERLAP
BY WEIGHT
46
# OF OVERLAPPING
HOLDINGS
SMUA.AS
76
HOLDINGS
69%
ALSO IN ESDU.L
ESDU.L
115
HOLDINGS
41%
ALSO IN SMUA.AS
SECTOR DRIFT (SMUA.AS minus ESDU.L)
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 SMUA.AS |
Weight in ESDU.L |
Overlap | |
|---|---|---|---|---|
 |
SCHNEIDER ELECTRIC SA | 5.5% | 5.4% | 5.4% |
 |
ASML HOLDING NV | 9.3% | 5.2% | 5.2% |
 |
NOKIA OYJ | 3.2% | 4.7% | 3.2% |
|
ESSILOR INTERNATIONAL | 2.9% | 2.7% | 2.7% |
|
AXA SA | 4.1% | 2.5% | 2.5% |
SMUA.AS Overweight Relative to ESDU.L
 |
INFINEON TECHNOLOGIES AG | 4.2% |
|
ASML HOLDING NV | 4.1% |
|
MUENCHENER RUECKVER AG-REG | 3.9% |
|
LEGRAND SA | 3.2% |
 |
PRYSMIAN SPA | 3.0% |
|
DANONE | 2.5% |
|
TERNA SPA | 1.8% |
 |
ERSTE GROUP BANK AG | 1.8% |
|
AXA SA | 1.6% |
|
AERCAP HOLDINGS NV | 1.6% |
SMUA.AS Underweight Relative to ESDU.L
 |
ABB LTD. | -5.2% |
 |
NOVO NORDISK A/S-B | -4.6% |
|
ZURICH FINANCIAL SERVICES AG | -3.2% |
 |
REED ELSEVIER PLC | -2.1% |
|
LONZA GROUP AG-REG | -2.0% |
|
LONDON STOCK EXCHANGE GROUP | -1.8% |
|
ALCON, INC. | -1.6% |
|
DSV A/S | -1.5% |
|
SWISS RE AG | -1.5% |
|
NOKIA OYJ | -1.5% |