Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
59%
OVERLAP
BY WEIGHT
89
# OF OVERLAPPING
HOLDINGS
SMUD.L
217
HOLDINGS
44%
ALSO IN PABG.L
PABG.L
101
HOLDINGS
90%
ALSO IN SMUD.L
SECTOR DRIFT (SMUD.L minus PABG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in SMUD.L |
Weight in PABG.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 7.9% | 7.0% | 7.0% |
 |
SAP AG | 3.5% | 4.6% | 3.5% |
 |
SCHNEIDER ELECTRIC SA | 2.2% | 4.0% | 2.2% |
|
ALLIANZ SE-REG | 2.5% | 2.1% | 2.1% |
 |
BANCO BILBAO VIZCAYA ARGENTA | 2.1% | 3.4% | 2.1% |
SMUD.L Overweight Relative to PABG.L
|
LVMH MOET HENNESSY LOUIS VUI | 2.6% |
|
SIEMENS AG-REG | 2.5% |
|
TOTAL SA | 2.0% |
|
AIR LIQUIDE SA | 1.6% |
|
RHEINMETALL AG | 1.5% |
 |
ENEL SPA | 1.3% |
|
MUENCHENER RUECKVER AG-REG | 1.2% |
 |
ANHEUSER-BUSCH INBEV SA/NV | 1.0% |
|
VINCI SA | 1.0% |
|
ING GROEP NV | 0.9% |
SMUD.L Underweight Relative to PABG.L
|
INTESA SANPAOLO S.P.A. | -2.1% |
|
HERMES INTERNATIONAL | -2.1% |
|
SANOFI-AVENTIS | -1.9% |
|
DEUTSCHE TELEKOM AG | -1.9% |
|
DEUTSCHE BOERSE AG | -1.9% |
|
FERRARI NV | -1.8% |
|
SCHNEIDER ELECTRIC SA | -1.8% |
|
BNP PARIBAS | -1.6% |
|
L'OREAL | -1.5% |
|
BANCO BILBAO VIZCAYA ARGENTA | -1.3% |