Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
43%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
SEMG.L
66
HOLDINGS
49%
ALSO IN WITS.L
WITS.L
158
HOLDINGS
24%
ALSO IN SEMG.L
SECTOR DRIFT (SEMG.L minus WITS.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG.L |
Weight in WITS.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 28.6% | 19.6% | 19.6% |
|
BROADCOM INC. | 13.3% | 6.4% | 6.4% |
 |
ASML HOLDING NV | 5.7% | 3.8% | 3.8% |
|
APPLIED MATERIALS INC | 2.7% | 3.1% | 2.7% |
|
ADVANCED MICRO DEVICES | 4.3% | 1.7% | 1.7% |
SEMG.L Overweight Relative to WITS.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.4% |
|
NVIDIA CORP | 9.0% |
|
BROADCOM INC. | 6.9% |
|
MICRON TECHNOLOGY INC | 3.4% |
 |
HYNIX SEMICONDUCTOR INC | 2.9% |
|
ADVANCED MICRO DEVICES | 2.6% |
|
ASML HOLDING NV | 1.9% |
|
KLA CORPORATION | 1.9% |
|
QUALCOMM INC | 1.6% |
|
TEXAS INSTRUMENTS INC | 1.5% |
SEMG.L Underweight Relative to WITS.L
|
APPLE INC | -14.4% |
|
MICROSOFT CORP | -12.0% |
 |
SAP AG | -2.1% |
|
SERVICENOW INC | -1.5% |
|
PALO ALTO NETWORKS INC | -1.4% |
|
ADOBE SYSTEMS INC | -1.3% |
|
INTUIT INC | -1.3% |
|
WESTERN DIGITAL CORP | -1.3% |
|
AUTODESK INC | -1.2% |
|
SYNOPSYS INC | -1.2% |