Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
18%
OVERLAP
BY WEIGHT
5
# OF OVERLAPPING
HOLDINGS
CMUD.PA
112
HOLDINGS
5%
ALSO IN ESIT.L
ESIT.L
26
HOLDINGS
31%
ALSO IN CMUD.PA
SECTOR DRIFT (CMUD.PA minus ESIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in CMUD.PA |
Weight in ESIT.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 7.3% | 32.2% | 7.3% |
 |
INFINEON TECHNOLOGIES AG | 5.0% | 9.7% | 5.0% |
 |
NOKIA OYJ | 2.8% | 5.3% | 2.8% |
 |
STMICROELECTRONICS NV | 1.5% | 3.0% | 1.5% |
 |
DASSAULT SYSTEMES SA | 1.5% | 2.9% | 1.5% |
CMUD.PA Overweight Relative to ESIT.L
|
LVMH MOET HENNESSY LOUIS VUI | 4.5% |
|
SCHNEIDER ELECTRIC SA | 4.3% |
 |
IBERDROLA SA | 4.0% |
|
BNP PARIBAS | 3.0% |
|
AIR LIQUIDE SA TEMP | 3.0% |
 |
INTESA SANPAOLO S.P.A. | 2.8% |
|
ESSILOR INTERNATIONAL | 2.6% |
|
ING GROEP NV | 2.5% |
|
HERMES INTERNATIONAL | 2.4% |
|
PROSUS N.V. CLASS N | 2.3% |
CMUD.PA Underweight Relative to ESIT.L
|
ASML HOLDING NV | -25.0% |
|
SAP AG | -15.5% |
|
ASM INTERNATIONAL N.V. | -6.1% |
|
INFINEON TECHNOLOGIES AG | -4.7% |
 |
LM ERICSSON TELEFON AB CLASS B | -4.1% |
|
CAP GEMINI | -3.7% |
|
HEXAGON AB-B SHS | -3.6% |
|
NEBIUS GROUP NV | -3.2% |
 |
HALMA PLC | -2.9% |
|
NOKIA OYJ | -2.5% |