Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
27
# OF OVERLAPPING
HOLDINGS
WELU.DE
106
HOLDINGS
25%
ALSO IN WTAI.L
WTAI.L
66
HOLDINGS
42%
ALSO IN WELU.DE
SECTOR DRIFT (WELU.DE minus WTAI.L)
OVERLAPPING HOLDINGS
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| Company | Weight in WELU.DE |
Weight in WTAI.L |
Overlap | |
|---|---|---|---|---|
 |
ADVANCED MICRO DEVICES | 3.1% | 4.9% | 3.1% |
|
NVIDIA CORP | 21.3% | 2.3% | 2.3% |
|
BROADCOM INC. | 9.2% | 2.1% | 2.1% |
|
INTEL CORP | 2.1% | 1.9% | 1.9% |
|
MICRON TECHNOLOGY INC | 1.7% | 3.4% | 1.7% |
WELU.DE Overweight Relative to WTAI.L
|
NVIDIA CORP | 18.9% |
|
APPLE INC | 16.2% |
|
MICROSOFT CORP | 11.1% |
|
BROADCOM INC. | 7.1% |
 |
ASML HOLDING NV | 2.5% |
|
TEXAS INSTRUMENTS INC | 1.2% |
|
ANALOG DEVICES INC | 1.0% |
|
ARISTA NETWORKS, INC. | 0.9% |
 |
SAP AG | 0.8% |
|
SHOPIFY, INC. CLASS A | 0.7% |
WELU.DE Underweight Relative to WTAI.L
|
ASTERA LABS INC | -3.4% |
 |
HYNIX SEMICONDUCTOR INC | -3.2% |
|
MARVELL TECHNOLOGY, INC. | -3.0% |
|
NEBIUS GROUP NV | -2.9% |
|
AMAZON.COM INC | -2.5% |
|
ALPHABET INC. CLASS A | -2.4% |
|
AMBARELLA INC | -2.3% |
 |
STMICROELECTRONICS NV | -2.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | -2.3% |
|
NXP SEMICONDUCTORS NV | -1.9% |