Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
79%
OVERLAP
BY WEIGHT
698
# OF OVERLAPPING
HOLDINGS
SAEM.L
2741
HOLDINGS
32%
ALSO IN SEMA.L
SEMA.L
892
HOLDINGS
92%
ALSO IN SAEM.L
SECTOR DRIFT (SAEM.L minus SEMA.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SAEM.L |
Weight in SEMA.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 11.5% | 12.5% | 11.5% |
 |
TENCENT HOLDINGS LTD | 4.2% | 4.6% | 4.2% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.1% | 4.4% | 4.1% |
|
ALIBABA GROUP HOLDING LTD. | 3.1% | 3.3% | 3.1% |
|
HYNIX SEMICONDUCTOR INC | 2.3% | 2.5% | 2.3% |
SAEM.L Overweight Relative to SEMA.L
 |
NU HOLDINGS LTD. CLASS A | 0.2% |
 |
ITAU UNIBANCO HOLDING SA | 0.2% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | 0.1% |
|
KWEICHOW MOUTAI CO LTD-A | 0.1% |
|
PETROBRAS - PETROLEO BRAS-PR | 0.1% |
|
PETROBRAS - PETROLEO BRAS | 0.1% |
|
WINBOND ELECTRONICS CORP | 0.1% |
|
NANYA TECHNOLOGY CORPORATION | 0.1% |
|
PHISON ELECTRONICS CORP | 0.1% |
|
BANCO BRADESCO SA-PREF | 0.1% |
SAEM.L Underweight Relative to SEMA.L
 |
ISHARES MSCI CHINA A ETF USD ACC | -3.8% |
|
ISHARES MSCI BRAZIL ETF (DE) | -2.1% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -1.0% |
|
TENCENT HOLDINGS LTD | -0.4% |
|
SAMSUNG ELECTRONICS CO LTD | -0.3% |
|
ZIJIN MINING GROUP CO LTD-H | -0.3% |
|
VALE SA | -0.3% |
|
SAMSUNG TECHWIN CO LTD | -0.3% |
|
ALIBABA GROUP HOLDING LTD. | -0.3% |
 |
LARSEN & TOUBRO LIMITED | -0.3% |