Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
43%
OVERLAP
BY WEIGHT
32
# OF OVERLAPPING
HOLDINGS
WITS.L
158
HOLDINGS
24%
ALSO IN SEMD.SW
SEMD.SW
66
HOLDINGS
49%
ALSO IN WITS.L
SECTOR DRIFT (WITS.L minus SEMD.SW)
OVERLAPPING HOLDINGS
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| Company | Weight in WITS.L |
Weight in SEMD.SW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 19.6% | 28.6% | 19.6% |
|
BROADCOM INC. | 6.4% | 13.3% | 6.4% |
 |
ASML HOLDING NV | 3.8% | 5.7% | 3.8% |
|
APPLIED MATERIALS INC | 3.1% | 2.7% | 2.7% |
|
ADVANCED MICRO DEVICES | 1.7% | 4.3% | 1.7% |
WITS.L Overweight Relative to SEMD.SW
|
APPLE INC | 14.4% |
|
MICROSOFT CORP | 12.0% |
 |
SAP AG | 2.1% |
|
SERVICENOW INC | 1.5% |
|
PALO ALTO NETWORKS INC | 1.4% |
|
ADOBE SYSTEMS INC | 1.3% |
|
INTUIT INC | 1.3% |
|
WESTERN DIGITAL CORP | 1.3% |
|
AUTODESK INC | 1.2% |
|
SYNOPSYS INC | 1.2% |
WITS.L Underweight Relative to SEMD.SW
 |
TAIWAN SEMICONDUCTOR MANUFAC | -14.4% |
|
NVIDIA CORP | -9.0% |
|
BROADCOM INC. | -6.9% |
|
MICRON TECHNOLOGY INC | -3.4% |
 |
HYNIX SEMICONDUCTOR INC | -2.9% |
|
ADVANCED MICRO DEVICES | -2.6% |
|
ASML HOLDING NV | -1.9% |
|
KLA CORPORATION | -1.9% |
|
QUALCOMM INC | -1.6% |
|
TEXAS INSTRUMENTS INC | -1.5% |