Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
71%
OVERLAP
BY WEIGHT
12
# OF OVERLAPPING
HOLDINGS
STEC.AS
41
HOLDINGS
44%
ALSO IN ESIT.L
ESIT.L
26
HOLDINGS
75%
ALSO IN STEC.AS
SECTOR DRIFT (STEC.AS minus ESIT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in STEC.AS |
Weight in ESIT.L |
Overlap | |
|---|---|---|---|---|
 |
ASML HOLDING NV | 34.7% | 32.2% | 32.2% |
 |
SAP AG | 12.9% | 15.5% | 12.9% |
|
INFINEON TECHNOLOGIES AG | 6.9% | 9.7% | 6.9% |
|
ASM INTERNATIONAL N.V. | 4.5% | 6.1% | 4.5% |
 |
CAP GEMINI | 3.0% | 3.7% | 3.0% |
STEC.AS Overweight Relative to ESIT.L
 |
REED ELSEVIER PLC | 8.3% |
|
PROSUS N.V. CLASS N | 8.1% |
 |
AMADEUS IT HOLDING SA-A SHS | 3.4% |
|
ASML HOLDING NV | 2.5% |
|
SCOUT24 AG | 0.8% |
|
AUTO TRADER GROUP PLC | 0.7% |
|
INDRA SISTEMAS SA | 0.6% |
 |
SCHIBSTED ASA CLASS B | 0.6% |
 |
TEMENOS GROUP AG-REG | 0.5% |
|
BECHTLE AG | 0.4% |
STEC.AS Underweight Relative to ESIT.L
 |
NOKIA OYJ | -5.3% |
 |
LM ERICSSON TELEFON AB CLASS B | -4.1% |
|
NEBIUS GROUP NV | -3.2% |
|
HALMA PLC | -2.9% |
|
INFINEON TECHNOLOGIES AG | -2.8% |
|
SAP AG | -2.6% |
|
ASM INTERNATIONAL N.V. | -1.5% |
|
HEXAGON AB-B SHS | -1.1% |
|
STMICROELECTRONICS NV | -0.9% |
|
CAP GEMINI | -0.8% |