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
23%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
WTAI.L
66
HOLDINGS
14%
ALSO IN VPN.L
VPN.L
25
HOLDINGS
36%
ALSO IN WTAI.L
SECTOR DRIFT (WTAI.L minus VPN.L)
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 WTAI.L |
Weight in VPN.L |
Overlap | |
|---|---|---|---|---|
 |
MARVELL TECHNOLOGY, INC. | 3.8% | 3.9% | 3.8% |
|
ADVANCED MICRO DEVICES | 4.9% | 3.5% | 3.5% |
|
MICRON TECHNOLOGY INC | 3.4% | 4.4% | 3.4% |
 |
HYNIX SEMICONDUCTOR INC | 3.2% | 4.7% | 3.2% |
|
BROADCOM INC. | 2.1% | 2.0% | 2.0% |
WTAI.L Overweight Relative to VPN.L
|
ASTERA LABS INC | 3.4% |
 |
NEBIUS GROUP NV | 2.9% |
|
QUALCOMM INC | 2.6% |
|
AMAZON.COM INC | 2.5% |
|
ALPHABET INC. CLASS A | 2.4% |
 |
STMICROELECTRONICS NV | 2.4% |
|
AMBARELLA INC | 2.3% |
|
CREDO TECHNOLOGY GROUP HOLDING LTD. | 2.3% |
|
NXP SEMICONDUCTORS NV | 2.2% |
|
MICROSOFT CORP | 1.7% |
WTAI.L Underweight Relative to VPN.L
|
EQUINIX INC | -12.2% |
|
DIGITAL REALTY TRUST INC | -10.9% |
|
AMERICAN TOWER CORP-CL A | -9.7% |
|
CROWN CASTLE INTL CORP | -7.1% |
 |
NEXTDC LIMITED | -5.3% |
|
APPLIED BLOCKCHAIN INC | -4.5% |
|
SBA COMMUNICATIONS CORP. CLASS A | -3.6% |
 |
KEPPEL DC REIT | -3.6% |
|
UNITI GROUP INC | -3.2% |
 |
21VIANET GROUP, INC. SPONSORED ADR C | -2.9% |