Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
SRHE.L
67
HOLDINGS
5%
ALSO IN ESIT.L
ESIT.L
39
HOLDINGS
18%
ALSO IN SRHE.L
SECTOR DRIFT (SRHE.L minus ESIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SRHE.L |
Weight in ESIT.L |
Overlap | |
|---|---|---|---|---|
 |
NOKIA OYJ | 9.3% | 9.0% | 9.0% |
 |
ASML HOLDING NV | 7.2% | 27.6% | 7.2% |
 |
DASSAULT SYSTEMES SA | 4.2% | 2.0% | 2.0% |
SRHE.L Overweight Relative to ESIT.L
|
SCHNEIDER ELECTRIC SA | 5.3% |
|
AXA SA | 5.1% |
|
LEGRAND SA | 4.0% |
 |
DEUTSCHE BOERSE AG | 3.8% |
|
HERMES INTERNATIONAL | 3.8% |
|
ARGEN-X SE | 2.7% |
|
ROYAL AHOLD DELHAIZE N.V. | 2.6% |
 |
ASSICURAZIONI GENERALI | 2.5% |
 |
ERSTE GROUP BANK AG | 2.3% |
|
DASSAULT SYSTEMES SA | 2.2% |
SRHE.L Underweight Relative to ESIT.L
|
ASML HOLDING NV | -20.4% |
|
SAP AG | -13.6% |
|
INFINEON TECHNOLOGIES AG | -12.0% |
|
ASM INTERNATIONAL N.V. | -5.9% |
 |
STMICROELECTRONICS NV | -4.9% |
|
NEBIUS GROUP NV | -4.8% |
 |
LM ERICSSON TELEFON AB CLASS B | -4.3% |
 |
HALMA PLC | -2.9% |
|
HEXAGON AB-B SHS | -2.8% |
|
BE SEMICONDUCTOR INDUSTRIES | -2.8% |