Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
26%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
QTOP.AS
33
HOLDINGS
32%
ALSO IN SEMI.L
SEMI.L
274
HOLDINGS
5%
ALSO IN QTOP.AS
SECTOR DRIFT (QTOP.AS minus SEMI.L)
OVERLAPPING HOLDINGS
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| Company | Weight in QTOP.AS |
Weight in SEMI.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 11.7% | 6.0% | 6.0% |
|
BROADCOM INC. | 4.1% | 5.9% | 4.1% |
|
MICRON TECHNOLOGY INC | 3.2% | 6.1% | 3.2% |
|
ADVANCED MICRO DEVICES | 3.0% | 6.2% | 3.0% |
|
LAM RESEARCH CORP | 2.1% | 5.4% | 2.1% |
QTOP.AS Overweight Relative to SEMI.L
|
APPLE INC | 9.6% |
|
MICROSOFT CORP | 8.7% |
|
AMAZON.COM INC | 6.5% |
|
NVIDIA CORP | 5.7% |
|
ALPHABET INC. CLASS A | 5.1% |
|
TESLA MOTORS INC | 5.0% |
|
META PLATFORMS INC | 4.8% |
|
ALPHABET INC. CLASS C | 4.7% |
|
COSTCO WHOLESALE CORP | 3.2% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.7% |
QTOP.AS Underweight Relative to SEMI.L
 |
ASML HOLDING NV | -8.3% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | -7.4% |
 |
HYNIX SEMICONDUCTOR INC | -4.6% |
|
LAM RESEARCH CORP | -3.3% |
|
ADVANCED MICRO DEVICES | -3.2% |
|
APPLIED MATERIALS INC | -2.9% |
|
MICRON TECHNOLOGY INC | -2.9% |
|
ANALOG DEVICES INC | -2.8% |
|
INTEL CORP | -2.7% |
|
KLA CORPORATION | -2.3% |