Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
71%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
ESIT.L
26
HOLDINGS
75%
ALSO IN STEC.AS
STEC.AS
41
HOLDINGS
44%
ALSO IN ESIT.L
SECTOR DRIFT (ESIT.L minus STEC.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in ESIT.L |
Weight in STEC.AS |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 32.2% | 34.7% | 32.2% |
 |
SAP AG | 15.5% | 12.9% | 12.9% |
|
INFINEON TECHNOLOGIES AG | 9.7% | 6.9% | 6.9% |
|
ASM INTERNATIONAL N.V. | 6.1% | 4.5% | 4.5% |
 |
CAP GEMINI | 3.7% | 3.0% | 3.0% |
ESIT.L Overweight Relative to STEC.AS
 |
NOKIA OYJ | 5.3% |
 |
LM ERICSSON TELEFON AB CLASS B | 4.1% |
|
NEBIUS GROUP NV | 3.2% |
 |
HALMA PLC | 2.9% |
|
INFINEON TECHNOLOGIES AG | 2.8% |
|
SAP AG | 2.6% |
|
ASM INTERNATIONAL N.V. | 1.5% |
|
HEXAGON AB-B SHS | 1.1% |
 |
STMICROELECTRONICS NV | 0.9% |
|
CAP GEMINI | 0.8% |
ESIT.L Underweight Relative to STEC.AS
|
REED ELSEVIER PLC | -8.3% |
|
PROSUS N.V. CLASS N | -8.1% |
 |
AMADEUS IT HOLDING SA-A SHS | -3.4% |
|
ASML HOLDING NV | -2.5% |
|
SCOUT24 AG | -0.8% |
|
AUTO TRADER GROUP PLC | -0.7% |
|
INDRA SISTEMAS SA | -0.6% |
 |
SCHIBSTED ASA CLASS B | -0.6% |
|
TEMENOS GROUP AG-REG | -0.5% |
|
BECHTLE AG | -0.4% |