Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
44%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IUIT.L
77
HOLDINGS
25%
ALSO IN SEMD.SW
SEMD.SW
66
HOLDINGS
26%
ALSO IN IUIT.L
SECTOR DRIFT (IUIT.L minus SEMD.SW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in IUIT.L |
Weight in SEMD.SW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 22.7% | 28.6% | 22.7% |
|
BROADCOM INC. | 8.2% | 13.3% | 8.2% |
|
MICRON TECHNOLOGY INC | 2.3% | 4.6% | 2.3% |
|
ADVANCED MICRO DEVICES | 2.1% | 4.3% | 2.1% |
|
LAM RESEARCH CORP | 1.5% | 3.0% | 1.5% |
IUIT.L Overweight Relative to SEMD.SW
|
MICROSOFT CORP | 17.3% |
|
APPLE INC | 16.8% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.0% |
|
ORACLE CORP | 1.5% |
|
CISCO SYSTEMS INC | 1.5% |
|
INTL BUSINESS MACHINES CORP | 1.5% |
|
SALESFORCE.COM INC | 1.1% |
|
AMPHENOL CORP-CL A | 1.0% |
 |
ACCENTURE PLC-CL A | 0.9% |
|
INTUIT INC | 0.8% |
IUIT.L Underweight Relative to SEMD.SW
 |
TAIWAN SEMICONDUCTOR MANUFAC | -14.4% |
|
NVIDIA CORP | -5.9% |
 |
ASML HOLDING NV | -5.7% |
|
BROADCOM INC. | -5.2% |
 |
HYNIX SEMICONDUCTOR INC | -2.9% |
|
MICRON TECHNOLOGY INC | -2.3% |
|
ADVANCED MICRO DEVICES | -2.2% |
|
LAM RESEARCH CORP | -1.4% |
|
APPLIED MATERIALS INC | -1.3% |
 |
TOKYO ELECTRON LTD | -1.3% |