Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
36%
OVERLAP
BY WEIGHT
66
# OF OVERLAPPING
HOLDINGS
XSEM.TO
323
HOLDINGS
25%
ALSO IN DRFE.TO
DRFE.TO
204
HOLDINGS
39%
ALSO IN XSEM.TO
SECTOR DRIFT (XSEM.TO minus DRFE.TO)
OVERLAPPING HOLDINGS
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| Company | Weight in XSEM.TO |
Weight in DRFE.TO |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.8% | 9.8% | 9.8% |
 |
SAMSUNG ELECTRONICS CO LTD | 7.2% | 8.5% | 7.2% |
 |
TENCENT HOLDINGS LTD | 2.9% | 2.7% | 2.7% |
|
HYNIX SEMICONDUCTOR INC | 3.2% | 2.6% | 2.6% |
|
ALIBABA GROUP HOLDING LTD. | 2.2% | 1.8% | 1.8% |
XSEM.TO Overweight Relative to DRFE.TO
|
TAIWAN SEMICONDUCTOR MANUFAC | 5.0% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.3% |
 |
ISHARES ESG AWARE MSCI EM ETF | 2.0% |
|
CHUNGHWA TELECOM CO., LTD | 1.1% |
 |
AL RAJHI BANK | 0.8% |
|
SAMSUNG ELECTRONICS-PFD | 0.7% |
|
PING AN INSURANCE GROUP CO-H | 0.7% |
|
UNITED MICROELECTRONICS CORP | 0.6% |
|
CATHAY FINANCIAL HOLDING CO | 0.6% |
 |
PETROBRAS - PETROLEO BRAS | 0.6% |
XSEM.TO Underweight Relative to DRFE.TO
|
CHROMA ATE INC | -2.1% |
|
HYUNDAI MOBIS | -1.6% |
|
INNOLUX CORP | -1.5% |
|
DELTA ELECTRONICS INC | -1.5% |
|
SAMSUNG ELECTRONICS CO LTD | -1.3% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -1.3% |
|
DAEWOO SECURITIES CO LTD | -1.1% |
|
ZANGGE MINING COMPANY LIMITED CLASS | -1.0% |
|
HYUNDAI MOTOR CO LTD-PRF | -1.0% |
|
XINJIANG GOLDWIND SCI&TECH-A | -1.0% |