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
20%
OVERLAP
BY WEIGHT
62
# OF OVERLAPPING
HOLDINGS
SUSM.L
278
HOLDINGS
30%
ALSO IN CEMG.L
CEMG.L
347
HOLDINGS
22%
ALSO IN SUSM.L
SECTOR DRIFT (SUSM.L minus CEMG.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 SUSM.L |
Weight in CEMG.L |
Overlap | |
|---|---|---|---|---|
 |
MEITUAN DIANPING | 1.9% | 1.9% | 1.9% |
 |
BHARTI AIRTEL LIMITED | 1.7% | 1.7% | 1.7% |
 |
NETEASE, INC | 1.4% | 1.4% | 1.4% |
|
BYD CO LTD-H | 1.7% | 1.3% | 1.3% |
|
MAHINDRA & MAHINDRA LTD. | 1.4% | 1.3% | 1.3% |
SUSM.L Overweight Relative to CEMG.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | 18.3% |
|
DELTA ELECTRONICS INC | 6.1% |
|
UNITED MICROELECTRONICS CORP | 4.0% |
|
INFOSYS TECHNOLOGIES LTD | 3.7% |
|
HCL TECHNOLOGIES LTD | 2.3% |
|
LITE-ON TECHNOLOGY CORP | 1.4% |
 |
ANGLO PLATINUM LTD | 1.4% |
 |
KB FINANCIAL GROUP INC | 1.3% |
|
SHINHAN FINANCIAL GROUP LTD | 0.9% |
|
CHINATRUST FINANCIAL HOLDING | 0.9% |
SUSM.L Underweight Relative to CEMG.L
 |
TESLA MOTORS INC | -6.1% |
|
ALIBABA GROUP HOLDING LTD. | -5.8% |
|
COCA-COLA CO/THE | -4.8% |
|
NETFLIX INC | -3.9% |
|
PHILIP MORRIS INTERNATIONAL | -3.7% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -2.3% |
 |
MERCADOLIBRE INC | -2.3% |
 |
LVMH MOET HENNESSY LOUIS VUI | -1.9% |
 |
ANHEUSER-BUSCH INBEV SA/NV | -1.7% |
|
XIAOMI CORP. CLASS B | -1.6% |