Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
69%
OVERLAP
BY WEIGHT
259
# OF OVERLAPPING
HOLDINGS
SUSW.L
423
HOLDINGS
74%
ALSO IN WELA.DE
WELA.DE
393
HOLDINGS
69%
ALSO IN SUSW.L
SECTOR DRIFT (SUSW.L minus WELA.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in SUSW.L |
Weight in WELA.DE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 8.0% | 4.6% | 4.6% |
 |
ASML HOLDING NV | 4.0% | 4.6% | 4.0% |
|
LAM RESEARCH CORP | 2.2% | 2.5% | 2.2% |
|
APPLIED MATERIALS INC | 2.0% | 2.2% | 2.0% |
|
HOME DEPOT INC | 1.7% | 1.9% | 1.7% |
SUSW.L Overweight Relative to WELA.DE
|
TESLA MOTORS INC | 3.6% |
|
NVIDIA CORP | 3.3% |
|
COCA-COLA CO/THE | 1.5% |
|
PEPSICO INC | 1.0% |
|
WALT DISNEY CO/THE | 0.8% |
 |
HITACHI LTD | 0.8% |
|
DEERE & CO | 0.7% |
|
VERIZON COMMUNICATIONS INC | 0.6% |
 |
AGNICO-EAGLE MINES LTD | 0.5% |
 |
INFINEON TECHNOLOGIES AG | 0.5% |
SUSW.L Underweight Relative to WELA.DE
 |
TAIWAN SEMICONDUCTOR MANUFAC | -5.5% |
|
ANALOG DEVICES INC | -1.5% |
|
ASML HOLDING NV | -0.6% |
|
WARNER BROS. DISCOVERY, INC. SERIES | -0.4% |
|
GRACO INC | -0.4% |
|
INGERSOL-RAND INC | -0.4% |
 |
BHARTI AIRTEL LIMITED | -0.3% |
 |
SWISS PRIME SITE-REG | -0.3% |
|
SILVER WHEATON CORP | -0.3% |
 |
NETEASE, INC | -0.3% |