Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
SEMG.L
66
HOLDINGS
18%
ALSO IN XG12.L
XG12.L
212
HOLDINGS
6%
ALSO IN SEMG.L
SECTOR DRIFT (SEMG.L minus XG12.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMG.L |
Weight in XG12.L |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 14.4% | 4.7% | 4.7% |
 |
NVIDIA CORP | 28.6% | 4.3% | 4.3% |
|
INTEL CORP | 2.0% | 5.6% | 2.0% |
|
TEXAS INSTRUMENTS INC | 1.9% | 5.1% | 1.9% |
|
ANALOG DEVICES INC | 1.6% | 4.9% | 1.6% |
SEMG.L Overweight Relative to XG12.L
|
NVIDIA CORP | 24.3% |
|
BROADCOM INC. | 13.3% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 9.7% |
 |
ASML HOLDING NV | 5.7% |
|
MICRON TECHNOLOGY INC | 4.6% |
|
ADVANCED MICRO DEVICES | 4.3% |
|
LAM RESEARCH CORP | 3.0% |
 |
HYNIX SEMICONDUCTOR INC | 2.9% |
|
APPLIED MATERIALS INC | 2.7% |
|
KLA CORPORATION | 2.1% |
SEMG.L Underweight Relative to XG12.L
 |
SCHNEIDER ELECTRIC SA | -4.3% |
 |
ABB LTD. | -4.0% |
|
INTEL CORP | -3.6% |
 |
SONY CORP | -3.6% |
|
ANALOG DEVICES INC | -3.4% |
|
TEXAS INSTRUMENTS INC | -3.3% |
|
EQUINIX INC | -3.2% |
|
DIGITAL REALTY TRUST INC | -2.9% |
 |
XIAOMI CORP. CLASS B | -2.8% |
|
MARVELL TECHNOLOGY, INC. | -2.1% |