Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
44%
OVERLAP
BY WEIGHT
44
# OF OVERLAPPING
HOLDINGS
ESDU.L
111
HOLDINGS
40%
ALSO IN SMUA.AS
SMUA.AS
75
HOLDINGS
67%
ALSO IN ESDU.L
SECTOR DRIFT (ESDU.L minus SMUA.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in ESDU.L |
Weight in SMUA.AS |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 6.5% | 10.2% | 6.5% |
 |
SCHNEIDER ELECTRIC SA | 4.8% | 4.9% | 4.8% |
|
ESSILOR INTERNATIONAL | 2.7% | 3.8% | 2.7% |
|
HERMES INTERNATIONAL | 2.6% | 3.4% | 2.6% |
|
AXA SA | 2.6% | 4.1% | 2.6% |
ESDU.L Overweight Relative to SMUA.AS
 |
NOVO NORDISK A/S-B | 5.8% |
 |
ABB LTD. | 3.9% |
|
L'OREAL | 3.7% |
|
ZURICH FINANCIAL SERVICES AG | 3.3% |
 |
REED ELSEVIER PLC | 2.3% |
|
LONZA GROUP AG-REG | 2.0% |
|
DSV A/S | 1.8% |
|
ALCON, INC. | 1.7% |
|
SWISS RE AG | 1.5% |
 |
SANDVIK AB | 1.4% |
ESDU.L Underweight Relative to SMUA.AS
 |
MUENCHENER RUECKVER AG-REG | -4.0% |
|
ASML HOLDING NV | -3.6% |
|
INFINEON TECHNOLOGIES AG | -3.0% |
|
DANONE | -2.7% |
|
LEGRAND SA | -2.6% |
|
SOCIETE GENERALE | -2.4% |
 |
ERSTE GROUP BANK AG | -2.2% |
 |
PRYSMIAN SPA | -2.1% |
|
TERNA SPA | -1.9% |
|
AERCAP HOLDINGS NV | -1.7% |