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
78%
OVERLAP
BY WEIGHT
93
# OF OVERLAPPING
HOLDINGS
WITS.L
155
HOLDINGS
69%
ALSO IN WELU.DE
WELU.DE
106
HOLDINGS
88%
ALSO IN WITS.L
SECTOR DRIFT (WITS.L minus WELU.DE)
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 WITS.L |
Weight in WELU.DE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 18.9% | 21.3% | 18.9% |
|
APPLE INC | 15.0% | 17.0% | 15.0% |
|
MICROSOFT CORP | 9.6% | 12.7% | 9.6% |
|
BROADCOM INC. | 7.6% | 9.2% | 7.6% |
 |
ASML HOLDING NV | 3.5% | 2.5% | 2.5% |
WITS.L Overweight Relative to WELU.DE
|
WESTERN DIGITAL CORP | 1.4% |
|
APPLIED MATERIALS INC | 1.2% |
|
NXP SEMICONDUCTORS NV | 1.0% |
|
PALO ALTO NETWORKS INC | 1.0% |
 |
SAP AG | 1.0% |
|
ASML HOLDING NV | 1.0% |
|
AUTODESK INC | 0.8% |
|
INTL BUSINESS MACHINES CORP | 0.8% |
|
SERVICENOW INC | 0.8% |
|
ADOBE SYSTEMS INC | 0.8% |
WITS.L Underweight Relative to WELU.DE
|
MICROSOFT CORP | -3.1% |
|
NVIDIA CORP | -2.3% |
|
APPLE INC | -2.0% |
|
BROADCOM INC. | -1.6% |
|
CISCO SYSTEMS INC | -1.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -1.0% |
|
ADVANCED MICRO DEVICES | -0.9% |
|
KLA CORPORATION | -0.9% |
|
ORACLE CORP | -0.8% |
|
QUALCOMM INC | -0.8% |