Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
88%
OVERLAP
BY WEIGHT
45
# OF OVERLAPPING
HOLDINGS
WELU.DE
106
HOLDINGS
42%
ALSO IN IUIT.L
IUIT.L
80
HOLDINGS
63%
ALSO IN WELU.DE
SECTOR DRIFT (WELU.DE minus IUIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in WELU.DE |
Weight in IUIT.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 21.3% | 21.5% | 21.3% |
|
APPLE INC | 17.0% | 17.2% | 17.0% |
|
MICROSOFT CORP | 12.7% | 14.1% | 12.7% |
|
BROADCOM INC. | 9.2% | 9.4% | 9.2% |
|
ADVANCED MICRO DEVICES | 3.1% | 2.7% | 2.7% |
WELU.DE Overweight Relative to IUIT.L
 |
ASML HOLDING NV | 2.5% |
 |
SAP AG | 0.8% |
|
MARVELL TECHNOLOGY, INC. | 0.8% |
|
SHOPIFY, INC. CLASS A | 0.7% |
 |
ADVANTEST CORP | 0.6% |
|
TOKYO ELECTRON LTD | 0.6% |
|
ADVANCED MICRO DEVICES | 0.4% |
|
KEYENCE CORP | 0.4% |
|
CLOUDFLARE INC CLASS A | 0.4% |
|
INFINEON TECHNOLOGIES AG | 0.3% |
WELU.DE Underweight Relative to IUIT.L
|
MICRON TECHNOLOGY INC | -1.6% |
|
MICROSOFT CORP | -1.4% |
|
INTL BUSINESS MACHINES CORP | -1.0% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | -0.8% |
|
AMPHENOL CORP-CL A | -0.8% |
|
WESTERN DIGITAL CORP | -0.7% |
|
APPLOVIN CORP. CLASS A | -0.6% |
|
CORNING INC | -0.5% |
|
CIENA CORP | -0.4% |
|
LUMENTUM HOLDINGS INC | -0.3% |