Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
ESIT.L
39
HOLDINGS
12%
ALSO IN EXV2.DE
EXV2.DE
41
HOLDINGS
11%
ALSO IN ESIT.L
SECTOR DRIFT (ESIT.L minus EXV2.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in ESIT.L |
Weight in EXV2.DE |
Overlap | |
|---|---|---|---|---|
 |
NOKIA OYJ | 9.0% | 16.0% | 9.0% |
 |
LM ERICSSON TELEFON AB CLASS B | 4.3% | 7.7% | 4.3% |
ESIT.L Overweight Relative to EXV2.DE
 |
ASML HOLDING NV | 27.6% |
 |
SAP AG | 13.6% |
|
INFINEON TECHNOLOGIES AG | 12.0% |
|
ASM INTERNATIONAL N.V. | 5.9% |
 |
STMICROELECTRONICS NV | 4.9% |
|
NEBIUS GROUP NV | 4.8% |
 |
HALMA PLC | 2.9% |
|
HEXAGON AB-B SHS | 2.8% |
|
BE SEMICONDUCTOR INDUSTRIES | 2.8% |
 |
CAP GEMINI | 2.4% |
ESIT.L Underweight Relative to EXV2.DE
|
DEUTSCHE TELEKOM AG | -25.0% |
|
ORANGE SA | -9.2% |
|
NOKIA OYJ | -7.0% |
|
VODAFONE GROUP PLC | -6.7% |
|
SWISSCOM AG | -4.8% |
|
ROYAL KPN NV | -4.6% |
|
BT GROUP PLC | -4.1% |
 |
TELEFONICA SA | -3.7% |
|
CELLNEX TELECOM S.A. | -3.6% |
|
LM ERICSSON TELEFON AB CLASS B | -3.5% |