Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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OVERLAP
20%

OVERLAP
BY WEIGHT
11

# OF OVERLAPPING
HOLDINGS
WTAI.L
66
HOLDINGS
17%
ALSO IN DRVE.L
DRVE.L
75
HOLDINGS
15%
ALSO IN WTAI.L
SECTOR DRIFT (WTAI.L minus DRVE.L)
OVERLAPPING HOLDINGS

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Company Weight
in WTAI.L
Weight
in DRVE.L
Overlap
QUALCOMM INC 2.6% 2.9% 2.6%
ALPHABET INC. CLASS A 2.4% 2.6% 2.4%
NVIDIA CORP 2.3% 2.7% 2.3%
STMICROELECTRONICS NV 2.4% 2.2% 2.2%
NEBIUS GROUP NV 2.9% 2.1% 2.1%
WTAI.L Overweight Relative to DRVE.L
ADVANCED MICRO DEVICES 4.9%
MARVELL TECHNOLOGY, INC. 3.8%
MICRON TECHNOLOGY INC 3.4%
ASTERA LABS INC 3.4%
HYNIX SEMICONDUCTOR INC 3.2%
AMAZON.COM INC 2.5%
CREDO TECHNOLOGY GROUP HOLDING LTD. 2.3%
BROADCOM INC. 2.1%
TAIWAN SEMICONDUCTOR MANUFAC 1.8%
SYNOPSYS INC 1.6%
WTAI.L Underweight Relative to DRVE.L
INTEL CORP -3.1%
WISTRON NEWEB CORP -2.5%
INFINEON TECHNOLOGIES AG -2.3%
BLOOM ENERGY CORPORATION CLASS A -2.1%
SAMSUNG SDI CO LTD -2.0%
ON SEMICONDUCTOR CORPORATION -2.0%
BLACKBERRY LIMITED -1.9%
COHERENT INC -1.9%
HONEYWELL INTERNATIONAL INC -1.9%
SITIME CORPORATION -1.8%
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