Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
23%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
ESIT.L
26
HOLDINGS
19%
ALSO IN IAEA.AS
IAEA.AS
37
HOLDINGS
11%
ALSO IN ESIT.L
SECTOR DRIFT (ESIT.L minus IAEA.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in ESIT.L |
Weight in IAEA.AS |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 32.2% | 18.5% | 18.5% |
|
ASM INTERNATIONAL N.V. | 6.1% | 3.3% | 3.3% |
|
BE SEMICONDUCTOR INDUSTRIES | 2.3% | 1.3% | 1.3% |
ESIT.L Overweight Relative to IAEA.AS
 |
SAP AG | 15.5% |
|
ASML HOLDING NV | 13.7% |
|
INFINEON TECHNOLOGIES AG | 9.7% |
 |
NOKIA OYJ | 5.3% |
 |
LM ERICSSON TELEFON AB CLASS B | 4.1% |
 |
CAP GEMINI | 3.7% |
|
HEXAGON AB-B SHS | 3.6% |
|
NEBIUS GROUP NV | 3.2% |
 |
STMICROELECTRONICS NV | 3.0% |
 |
HALMA PLC | 2.9% |
ESIT.L Underweight Relative to IAEA.AS
|
SHELL PLC | -14.5% |
|
ING GROEP NV | -7.2% |
|
PROSUS N.V. CLASS N | -6.5% |
|
REED ELSEVIER PLC | -6.4% |
|
ADYEN NV | -4.3% |
|
ROYAL AHOLD DELHAIZE N.V. | -2.9% |
|
UNIVERSAL MUSIC GROUP N.V. | -2.2% |
|
WOLTERS KLUWER | -2.0% |
|
HEINEKEN NV | -1.9% |
|
KONINKLIIJKE ELECTRONICS NV | -1.9% |