Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
55%
OVERLAP
BY WEIGHT
25
# OF OVERLAPPING
HOLDINGS
WELU.DE
106
HOLDINGS
24%
ALSO IN SEMG.L
SEMG.L
65
HOLDINGS
39%
ALSO IN WELU.DE
SECTOR DRIFT (WELU.DE minus SEMG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in WELU.DE |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 20.9% | 21.8% | 20.9% |
|
BROADCOM INC. | 8.1% | 11.4% | 8.1% |
|
ADVANCED MICRO DEVICES | 4.3% | 6.2% | 4.3% |
 |
ASML HOLDING NV | 3.1% | 5.2% | 3.1% |
|
MICRON TECHNOLOGY INC | 2.8% | 9.0% | 2.8% |
WELU.DE Overweight Relative to SEMG.L
|
APPLE INC | 16.4% |
|
MICROSOFT CORP | 10.8% |
|
CISCO SYSTEMS INC | 2.2% |
|
ORACLE CORP | 1.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.1% |
|
PALO ALTO NETWORKS INC | 1.0% |
|
ARISTA NETWORKS, INC. | 0.8% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | 0.7% |
|
SALESFORCE.COM INC | 0.7% |
 |
SAP AG | 0.7% |
WELU.DE Underweight Relative to SEMG.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | -13.3% |
|
MICRON TECHNOLOGY INC | -6.2% |
|
BROADCOM INC. | -3.3% |
 |
HYNIX SEMICONDUCTOR INC | -2.5% |
|
ASML HOLDING NV | -2.2% |
|
INTEL CORP | -2.0% |
|
ADVANCED MICRO DEVICES | -1.8% |
|
MEDIATEK INC | -1.5% |
|
APPLIED MATERIALS INC | -1.4% |
|
LAM RESEARCH CORP | -1.2% |