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
SEMA.L
892
HOLDINGS
92%
ALSO IN SEDM.L
SEDM.L
2741
HOLDINGS
32%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus SEDM.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in SEDM.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 12.5% | 11.5% | 11.5% |
 |
TENCENT HOLDINGS LTD | 4.6% | 4.2% | 4.2% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.4% | 4.1% | 4.1% |
|
ALIBABA GROUP HOLDING LTD. | 3.3% | 3.1% | 3.1% |
|
HYNIX SEMICONDUCTOR INC | 2.5% | 2.3% | 2.3% |
SEMA.L Overweight Relative to SEDM.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% |
|
SAMSUNG TECHWIN CO LTD | 0.3% |
 |
VALE SA | 0.3% |
|
ALIBABA GROUP HOLDING LTD. | 0.3% |
 |
LARSEN & TOUBRO LIMITED | 0.3% |
SEMA.L Underweight Relative to SEDM.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% |
|
PHISON ELECTRONICS CORP | -0.1% |
|
NANYA TECHNOLOGY CORPORATION | -0.1% |
|
BANCO BRADESCO SA-PREF | -0.1% |