Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
60%
OVERLAP
BY WEIGHT
401
# OF OVERLAPPING
HOLDINGS
SEMA.L
875
HOLDINGS
53%
ALSO IN XSOE.L
XSOE.L
674
HOLDINGS
66%
ALSO IN SEMA.L
SECTOR DRIFT (SEMA.L minus XSOE.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMA.L |
Weight in XSOE.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.8% | 10.0% | 10.0% |
 |
SAMSUNG ELECTRONICS CO LTD | 8.7% | 8.4% | 8.4% |
|
HYNIX SEMICONDUCTOR INC | 2.8% | 7.2% | 2.8% |
 |
ALIBABA GROUP HOLDING LTD. | 1.8% | 2.5% | 1.8% |
|
MEDIATEK INC | 1.7% | 1.8% | 1.7% |
SEMA.L Overweight Relative to XSOE.L
|
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% |
 |
ISHARES MSCI CHINA A UCITS ETF | 3.5% |
|
TENCENT HOLDINGS LTD | 2.8% |
|
ISHARES MSCI BRAZIL UCITS ETF (DE) | 2.2% |
 |
RELIANCE INDS-SPONS GDR 144A | 1.7% |
|
CHINA CONSTRUCTION BANK-H | 0.8% |
|
SAMSUNG ELECTRONICS-PFD | 0.8% |
|
IND & COMM BK OF CHINA - H | 0.4% |
|
BANK OF CHINA LTD - H | 0.4% |
 |
SAUDI ARABIAN OIL COMPANY (SAUDI ARA | 0.3% |
SEMA.L Underweight Relative to XSOE.L
|
HYNIX SEMICONDUCTOR INC | -4.3% |
|
ZHONGJI INNOLIGHT CO., LTD. CLASS A | -0.7% |
 |
MERCADOLIBRE INC | -0.7% |
|
AL RAJHI BANK | -0.7% |
|
ALIBABA GROUP HOLDING LTD. | -0.6% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -0.6% |
|
BHARTI AIRTEL LIMITED | -0.5% |
|
SAMSUNG ELECTRO-MECHANICS CO | -0.5% |
|
EOPTOLINK TECHNOLOGY INC., LTD. CLAS | -0.4% |
|
NETEASE, INC | -0.3% |