Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
85%
OVERLAP
BY WEIGHT
691
# OF OVERLAPPING
HOLDINGS
SEMA.L
892
HOLDINGS
91%
ALSO IN XEMD.L
XEMD.L
919
HOLDINGS
82%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus XEMD.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in XEMD.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 12.5% | 12.6% | 12.5% |
 |
TENCENT HOLDINGS LTD | 4.6% | 4.9% | 4.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.4% | 4.4% | 4.4% |
|
ALIBABA GROUP HOLDING LTD. | 3.3% | 3.5% | 3.3% |
|
HYNIX SEMICONDUCTOR INC | 2.5% | 2.7% | 2.5% |
SEMA.L Overweight Relative to XEMD.L
 |
ISHARES MSCI CHINA A ETF USD ACC | 3.8% |
|
ISHARES MSCI BRAZIL ETF (DE) | 2.1% |
 |
RELIANCE INDS-SPONS GDR 144A | 0.9% |
|
KOTAK MAHINDRA BANK LTD | 0.2% |
|
BEIGENE, LTD. | 0.2% |
|
ELITE MATERIAL CO LTD | 0.1% |
|
ASIA VITAL COMPONENTS | 0.1% |
|
WIWYNN CORP. | 0.1% |
|
CHROMA ATE INC | 0.1% |
|
DELTA ELECTRONICS INC | 0.1% |
SEMA.L Underweight Relative to XEMD.L
|
RELIANCE INDUSTRIES LTD | -0.9% |
 |
GRUPO MEXICO SAB DE CV-SER B | -0.3% |
|
TENCENT HOLDINGS LTD | -0.3% |
 |
NU HOLDINGS LTD. CLASS A | -0.2% |
 |
VALE SA | -0.2% |
|
ITAU UNIBANCO HOLDING SA | -0.2% |
|
FOMENTO ECONOMICO MEXICA-UBD | -0.2% |
|
KWEICHOW MOUTAI CO LTD-A | -0.2% |
|
ICICI BANK LTD | -0.2% |
|
ACCTON TECHNOLOGY CORP | -0.1% |