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
43%
OVERLAP
BY WEIGHT
55
# OF OVERLAPPING
HOLDINGS
EFG
367
HOLDINGS
16%
ALSO IN UMMA
UMMA
94
HOLDINGS
59%
ALSO IN EFG
SECTOR DRIFT (EFG minus UMMA)
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 EFG |
Weight in UMMA |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 5.2% | 5.5% | 5.2% |
 |
ASTRAZENECA PLC | 2.8% | 2.9% | 2.8% |
 |
NOVARTIS AG | 2.7% | 2.8% | 2.7% |
 |
SAP AG | 2.3% | 2.2% | 2.2% |
 |
NOVO NORDISK A/S-B | 2.0% | 1.8% | 1.8% |
EFG Overweight Relative to UMMA
 |
LVMH MOET HENNESSY LOUIS VUI | 1.7% |
|
UBS GROUP AG | 1.5% |
|
EADS NV | 1.3% |
|
SAFRAN SA | 1.3% |
|
ROLLS-ROYCE GROUP PLC | 1.1% |
 |
COMMONWEALTH BANK OF AUSTRAL | 1.1% |
|
RHEINMETALL AG | 1.0% |
 |
MITSUBISHI HEAVY INDUSTRIES | 0.9% |
|
SONY CORP | 0.9% |
|
BAE SYSTEMS PLC | 0.8% |
EFG Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -15.9% |
 |
SAMSUNG ELECTRONICS CO LTD | -4.7% |
|
INFINEON TECHNOLOGIES AG | -3.6% |
|
ROCHE HOLDING LTD | -3.1% |
|
HYNIX SEMICONDUCTOR INC | -2.6% |
|
NESTLE SA-REG | -2.4% |
|
BHP BILLITON LTD | -1.7% |
|
UNILEVER PLC | -1.5% |
 |
AGNICO-EAGLE MINES LTD | -1.1% |
|
SUNCOR ENERGY INC | -1.1% |