Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
50%
OVERLAP
BY WEIGHT
17
# OF OVERLAPPING
HOLDINGS
IUIT.L
80
HOLDINGS
24%
ALSO IN SEMG.L
SEMG.L
65
HOLDINGS
27%
ALSO IN IUIT.L
SECTOR DRIFT (IUIT.L minus SEMG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in IUIT.L |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 21.2% | 21.8% | 21.2% |
|
BROADCOM INC. | 8.3% | 11.4% | 8.3% |
|
MICRON TECHNOLOGY INC | 5.4% | 9.0% | 5.4% |
|
ADVANCED MICRO DEVICES | 3.7% | 6.2% | 3.7% |
|
INTEL CORP | 2.7% | 4.3% | 2.7% |
IUIT.L Overweight Relative to SEMG.L
|
APPLE INC | 16.6% |
|
MICROSOFT CORP | 12.0% |
|
CISCO SYSTEMS INC | 2.0% |
|
ORACLE CORP | 1.3% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.3% |
|
WESTERN DIGITAL CORP | 1.1% |
 |
SEAGATE TECHNOLOGY HOLDINGS PLC | 1.0% |
|
INTL BUSINESS MACHINES CORP | 1.0% |
|
PALO ALTO NETWORKS INC | 1.0% |
|
AMPHENOL CORP-CL A | 0.9% |
IUIT.L Underweight Relative to SEMG.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | -13.3% |
 |
ASML HOLDING NV | -5.2% |
|
MICRON TECHNOLOGY INC | -3.6% |
|
BROADCOM INC. | -3.1% |
 |
HYNIX SEMICONDUCTOR INC | -2.5% |
|
ADVANCED MICRO DEVICES | -2.4% |
|
MARVELL TECHNOLOGY, INC. | -1.9% |
|
INTEL CORP | -1.6% |
|
MEDIATEK INC | -1.5% |
 |
TOKYO ELECTRON LTD | -1.5% |