Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
20%
OVERLAP
BY WEIGHT
9
# OF OVERLAPPING
HOLDINGS
ESIE.L
20
HOLDINGS
75%
ALSO IN WELN.DE
WELN.DE
26
HOLDINGS
35%
ALSO IN ESIE.L
SECTOR DRIFT (ESIE.L minus WELN.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in ESIE.L |
Weight in WELN.DE |
Overlap | |
|---|---|---|---|---|
 |
BP PLC | 17.3% | 6.7% | 6.7% |
 |
TOTAL SA | 18.7% | 5.2% | 5.2% |
|
SHELL PLC | 29.9% | 3.0% | 3.0% |
 |
STATOILHYDRO ASA | 5.2% | 2.2% | 2.2% |
|
DET NORSKE OLJESELSKAP ASA | 2.3% | 1.2% | 1.2% |
ESIE.L Overweight Relative to WELN.DE
|
SHELL PLC | 26.9% |
|
TOTAL SA | 13.6% |
|
BP PLC | 10.6% |
 |
ENI SPA | 10.5% |
 |
REPSOL YPF SA | 5.6% |
|
STATOILHYDRO ASA | 3.0% |
 |
NESTE OIL OYJ | 2.2% |
 |
OMV AG | 2.1% |
 |
TENARIS SA | 1.5% |
 |
GALP ENERGIA SGPS SA-B SHRS | 1.4% |
ESIE.L Underweight Relative to WELN.DE
 |
EXXON MOBIL CORP | -20.1% |
|
SCHLUMBERGER LTD | -11.4% |
 |
ENBRIDGE INC | -9.1% |
|
BAKER HUGHES COMPANY CLASS A | -8.6% |
|
ONEOK INC | -6.1% |
|
WILLIAMS COS INC | -6.0% |
|
CHENIERE ENERGY INC | -3.7% |
|
KINDER MORGAN INC | -3.5% |
|
TRANSCANADA CORP | -2.7% |
 |
WOODSIDE ENERGY GROUP LTD | -2.5% |