Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
37%
OVERLAP
BY WEIGHT
51
# OF OVERLAPPING
HOLDINGS
IVSI
187
HOLDINGS
27%
ALSO IN UMMA
UMMA
94
HOLDINGS
54%
ALSO IN IVSI
SECTOR DRIFT (IVSI minus UMMA)
OVERLAPPING HOLDINGS
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| Company | Weight in IVSI |
Weight in UMMA |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 6.2% | 5.5% | 5.5% |
 |
ROCHE HOLDING LTD | 4.2% | 3.1% | 3.1% |
 |
ASTRAZENECA PLC | 3.1% | 2.9% | 2.9% |
|
NOVARTIS AG | 2.8% | 2.8% | 2.8% |
 |
BHP BILLITON LTD | 1.6% | 1.7% | 1.6% |
IVSI Overweight Relative to UMMA
 |
DEUTSCHE TELEKOM AG | 2.2% |
 |
MITSUBISHI UFJ FINANCIAL GRO | 1.9% |
 |
LVMH MOET HENNESSY LOUIS VUI | 1.7% |
|
BRITISH AMERICAN TOBACCO PLC | 1.6% |
 |
INVESTOR AB-B SHS | 1.6% |
|
ITOCHU CORP | 1.5% |
|
TOKIO MARINE HOLDINGS INC | 1.4% |
|
RIO TINTO LTD | 1.3% |
|
HSBC HOLDINGS PLC | 1.2% |
|
TOTAL SA | 1.2% |
IVSI Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -15.9% |
 |
SAMSUNG ELECTRONICS CO LTD | -4.7% |
|
INFINEON TECHNOLOGIES AG | -3.9% |
|
HYNIX SEMICONDUCTOR INC | -2.6% |
|
SAP AG | -2.0% |
 |
NOVO NORDISK A/S-B | -1.8% |
|
HITACHI LTD | -1.6% |
|
NESTLE SA-REG | -1.2% |
|
SIEMENS ENERGY AG | -1.1% |
|
ADVANTEST CORP | -1.1% |