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
346
# OF OVERLAPPING
HOLDINGS
WELA.DE
393
HOLDINGS
92%
ALSO IN SAWI.AS
SAWI.AS
609
HOLDINGS
64%
ALSO IN WELA.DE
SECTOR DRIFT (WELA.DE minus SAWI.AS)
OVERLAPPING HOLDINGS
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| Company | Weight in WELA.DE |
Weight in SAWI.AS |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 5.5% | 4.7% | 4.7% |
 |
NVIDIA CORP | 4.6% | 7.3% | 4.6% |
 |
ASML HOLDING NV | 4.6% | 3.0% | 3.0% |
|
LAM RESEARCH CORP | 2.5% | 1.7% | 1.7% |
|
APPLIED MATERIALS INC | 2.2% | 1.5% | 1.5% |
WELA.DE Overweight Relative to SAWI.AS
|
ASML HOLDING NV | 1.6% |
|
ANALOG DEVICES INC | 1.5% |
|
LAM RESEARCH CORP | 0.8% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 0.8% |
|
APPLIED MATERIALS INC | 0.7% |
|
TEXAS INSTRUMENTS INC | 0.6% |
|
INTUIT INC | 0.4% |
|
SERVICENOW INC | 0.4% |
|
WARNER BROS. DISCOVERY, INC. SERIES | 0.4% |
|
HOME DEPOT INC | 0.4% |
WELA.DE Underweight Relative to SAWI.AS
|
TESLA MOTORS INC | -3.5% |
|
NVIDIA CORP | -2.7% |
|
COCA-COLA CO/THE | -1.3% |
|
PEPSICO INC | -0.9% |
 |
HITACHI LTD | -0.7% |
|
DEERE & CO | -0.6% |
 |
AGNICO-EAGLE MINES LTD | -0.5% |
|
DELTA ELECTRONICS INC | -0.4% |
 |
CRH PLC | -0.4% |
 |
INFINEON TECHNOLOGIES AG | -0.4% |