Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
13%
OVERLAP
BY WEIGHT
7
# OF OVERLAPPING
HOLDINGS
SEMD.SW
66
HOLDINGS
11%
ALSO IN ECAR.L
ECAR.L
127
HOLDINGS
9%
ALSO IN SEMD.SW
SECTOR DRIFT (SEMD.SW minus ECAR.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMD.SW |
Weight in ECAR.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 28.6% | 4.8% | 4.8% |
|
ADVANCED MICRO DEVICES | 4.3% | 7.7% | 4.3% |
|
QUALCOMM INC | 1.7% | 3.7% | 1.7% |
 |
INFINEON TECHNOLOGIES AG | 0.7% | 4.2% | 0.7% |
 |
NXP SEMICONDUCTORS NV | 0.6% | 4.0% | 0.6% |
SEMD.SW Overweight Relative to ECAR.L
|
NVIDIA CORP | 23.8% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.4% |
|
BROADCOM INC. | 13.3% |
|
ASML HOLDING NV | 5.7% |
|
MICRON TECHNOLOGY INC | 4.6% |
|
LAM RESEARCH CORP | 3.0% |
 |
HYNIX SEMICONDUCTOR INC | 2.9% |
|
APPLIED MATERIALS INC | 2.7% |
|
KLA CORPORATION | 2.1% |
|
INTEL CORP | 2.0% |
SEMD.SW Underweight Relative to ECAR.L
|
DELTA ELECTRONICS INC | -8.8% |
|
TESLA MOTORS INC | -5.0% |
|
EMERSON ELECTRIC CO | -4.5% |
 |
NEC ELECTRONICS CORP | -3.9% |
|
DENSO CORP | -3.8% |
|
VOLKSWAGEN AG-PFD | -3.6% |
|
INFINEON TECHNOLOGIES AG | -3.6% |
|
NXP SEMICONDUCTORS NV | -3.4% |
|
ADVANCED MICRO DEVICES | -3.4% |
|
HYUNDAI MOBIS | -3.3% |