Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
70%
OVERLAP
BY WEIGHT
64
# OF OVERLAPPING
HOLDINGS
SEMI.L
275
HOLDINGS
29%
ALSO IN SEMG.L
SEMG.L
65
HOLDINGS
100%
ALSO IN SEMI.L
SECTOR DRIFT (SEMI.L minus SEMG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SEMI.L |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
MICRON TECHNOLOGY INC | 13.1% | 9.0% | 9.0% |
|
ADVANCED MICRO DEVICES | 7.3% | 6.2% | 6.2% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 5.8% | 13.3% | 5.8% |
|
BROADCOM INC. | 5.7% | 11.4% | 5.7% |
 |
ASML HOLDING NV | 6.2% | 5.2% | 5.2% |
SEMI.L Overweight Relative to SEMG.L
|
MICRON TECHNOLOGY INC | 4.0% |
|
INTEL CORP | 2.1% |
|
APPLIED MATERIALS INC | 1.3% |
|
ADVANCED MICRO DEVICES | 1.1% |
|
LAM RESEARCH CORP | 1.1% |
|
TEXAS INSTRUMENTS INC | 1.0% |
|
ASML HOLDING NV | 0.9% |
|
MARVELL TECHNOLOGY, INC. | 0.9% |
|
QUALCOMM INC | 0.8% |
|
ANALOG DEVICES INC | 0.7% |
SEMI.L Underweight Relative to SEMG.L
|
NVIDIA CORP | -16.6% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -7.5% |
|
BROADCOM INC. | -5.7% |
 |
ZHEJIANG JINGSHENG MECHANICAL & ELEC | 0.0% |
|
TONGWEI CO. LTD. CLASS A | 0.0% |
 |
SILICON WORKS CO LTD | 0.0% |
|
TIANJIN ZHONGHUAN SEMICOND-A | 0.0% |
|
TOKAI CARBON KOREA CO., LTD. | 0.0% |
 |
UNISEM (M) BERHAD | 0.0% |
|
GLOBAL MIXED-MODE TECHNOLOGY | 0.0% |