Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
69%
OVERLAP
BY WEIGHT
342
# OF OVERLAPPING
HOLDINGS
WELA.DE
385
HOLDINGS
91%
ALSO IN SAWI.AS
SAWI.AS
628
HOLDINGS
62%
ALSO IN WELA.DE
SECTOR DRIFT (WELA.DE minus SAWI.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in WELA.DE |
Weight in SAWI.AS |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 5.7% | 5.2% | 5.2% |
 |
NVIDIA CORP | 5.2% | 8.0% | 5.2% |
 |
ASML HOLDING NV | 4.3% | 2.8% | 2.8% |
|
INTEL CORP | 3.7% | 2.4% | 2.4% |
|
LAM RESEARCH CORP | 2.7% | 1.7% | 1.7% |
WELA.DE Overweight Relative to SAWI.AS
|
ANALOG DEVICES INC | 1.8% |
|
ASML HOLDING NV | 1.5% |
|
INTEL CORP | 1.3% |
|
LAM RESEARCH CORP | 1.0% |
|
APPLIED MATERIALS INC | 0.9% |
|
TEXAS INSTRUMENTS INC | 0.8% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 0.5% |
|
KEYSIGHT TECHNOLOGIES INC | 0.5% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 0.4% |
|
HOME DEPOT INC | 0.4% |
WELA.DE Underweight Relative to SAWI.AS
|
TESLA MOTORS INC | -3.8% |
|
NVIDIA CORP | -2.8% |
|
COCA-COLA CO/THE | -1.4% |
|
PEPSICO INC | -0.9% |
|
DELTA ELECTRONICS INC | -0.7% |
 |
HITACHI LTD | -0.6% |
 |
INFINEON TECHNOLOGIES AG | -0.5% |
|
CUMMINS INC | -0.4% |
 |
AGNICO-EAGLE MINES LTD | -0.4% |
|
JOHNSON CONTROLS INTERNATIONAL PLC | -0.4% |