Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
100%
OVERLAP
BY WEIGHT
65
# OF OVERLAPPING
HOLDINGS
SEMD.SW
66
HOLDINGS
100%
ALSO IN SEMG.L
SEMG.L
66
HOLDINGS
100%
ALSO IN SEMD.SW
SECTOR DRIFT (SEMD.SW minus SEMG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMD.SW |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 28.6% | 28.6% | 28.6% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.4% | 14.4% | 14.4% |
|
BROADCOM INC. | 13.3% | 13.3% | 13.3% |
 |
ASML HOLDING NV | 5.7% | 5.7% | 5.7% |
|
MICRON TECHNOLOGY INC | 4.6% | 4.6% | 4.6% |
SEMD.SW Overweight Relative to SEMG.L
 |
TOKYO ELECTRON LTD | 0.0% |
|
ANALOG DEVICES INC | 0.0% |
|
NVIDIA CORP | 0.0% |
|
APPLIED MATERIALS INC | 0.0% |
|
ADVANCED MICRO DEVICES | 0.0% |
|
UNITED MICROELECTRONICS CORP | 0.0% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.0% |
|
FIRST SOLAR INC | 0.0% |
|
REALTEK SEMICONDUCTOR CORP | 0.0% |
|
ADVANTEST CORP | 0.0% |
SEMD.SW Underweight Relative to SEMG.L
|
TOKYO ELECTRON LTD | 0.0% |
|
ANALOG DEVICES INC | 0.0% |
|
NVIDIA CORP | 0.0% |
|
APPLIED MATERIALS INC | 0.0% |
|
ADVANCED MICRO DEVICES | 0.0% |
|
UNITED MICROELECTRONICS CORP | 0.0% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.0% |
|
FIRST SOLAR INC | 0.0% |
|
REALTEK SEMICONDUCTOR CORP | 0.0% |
|
ADVANTEST CORP | 0.0% |