Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
25%
OVERLAP
BY WEIGHT
52
# OF OVERLAPPING
HOLDINGS
WELH.DE
191
HOLDINGS
28%
ALSO IN ESIN.L
ESIN.L
108
HOLDINGS
62%
ALSO IN WELH.DE
SECTOR DRIFT (WELH.DE minus ESIN.L)
OVERLAPPING HOLDINGS
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| Company | Weight in WELH.DE |
Weight in ESIN.L |
Overlap | |
|---|---|---|---|---|
 |
SIEMENS AG-REG | 3.5% | 8.6% | 3.5% |
 |
SCHNEIDER ELECTRIC SA | 2.4% | 6.5% | 2.4% |
 |
ABB LTD. | 2.3% | 6.0% | 2.3% |
|
SIEMENS ENERGY AG | 1.8% | 6.2% | 1.8% |
|
VINCI SA | 1.0% | 2.8% | 1.0% |
WELH.DE Overweight Relative to ESIN.L
 |
CATERPILLAR INC | 7.0% |
|
GE AEROSPACE | 4.9% |
 |
EATON CORP PLC | 2.4% |
|
DEERE & CO | 2.2% |
|
UNION PACIFIC CORP | 2.2% |
|
UBER TECHNOLOGIES, INC. | 2.2% |
 |
HITACHI LTD | 2.0% |
|
VERTIV HOLDINGS CO. CLASS A | 2.0% |
|
QUANTA SERVICES INC | 1.6% |
|
TRANE TECHNOLOGIES PLC | 1.6% |
WELH.DE Underweight Relative to ESIN.L
|
SIEMENS AG-REG | -5.2% |
 |
AIRBUS GROUP SE | -4.6% |
|
SIEMENS ENERGY AG | -4.4% |
 |
ROLLS-ROYCE GROUP PLC | -4.3% |
|
SAFRAN SA | -4.2% |
|
SCHNEIDER ELECTRIC SA | -4.1% |
|
ABB LTD. | -3.7% |
|
BAE SYSTEMS PLC | -3.1% |
|
RHEINMETALL AG | -2.9% |
|
VINCI SA | -1.8% |