Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
76%
OVERLAP
BY WEIGHT
86
# OF OVERLAPPING
HOLDINGS
WITS.L
150
HOLDINGS
68%
ALSO IN WELU.DE
WELU.DE
107
HOLDINGS
80%
ALSO IN WITS.L
SECTOR DRIFT (WITS.L minus WELU.DE)
OVERLAPPING HOLDINGS
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| Company | Weight in WITS.L |
Weight in WELU.DE |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 18.2% | 20.8% | 18.2% |
|
APPLE INC | 15.2% | 16.3% | 15.2% |
|
MICROSOFT CORP | 11.6% | 14.2% | 11.6% |
|
BROADCOM INC. | 5.5% | 7.4% | 5.5% |
 |
ASML HOLDING NV | 4.4% | 3.2% | 3.2% |
WITS.L Overweight Relative to WELU.DE
|
ADVANCED MICRO DEVICES | 3.5% |
|
APPLIED MATERIALS INC | 1.3% |
|
WESTERN DIGITAL CORP | 1.1% |
|
LAM RESEARCH CORP | 1.1% |
|
ASML HOLDING NV | 1.1% |
|
MICRON TECHNOLOGY INC | 1.0% |
 |
SAP AG | 1.0% |
|
HEWLETT PACKARD ENTERPRISE CO. | 1.0% |
|
CADENCE DESIGN SYS INC | 0.9% |
|
ADOBE SYSTEMS INC | 0.8% |
WITS.L Underweight Relative to WELU.DE
|
NVIDIA CORP | -2.7% |
|
MICROSOFT CORP | -2.6% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | -2.0% |
|
BROADCOM INC. | -1.9% |
|
APPLE INC | -1.1% |
|
KLA CORPORATION | -0.9% |
|
CROWDSTRIKE HOLDINGS, INC. CLASS A | -0.8% |
|
SALESFORCE.COM INC | -0.8% |
|
SHOPIFY, INC. CLASS A | -0.8% |
|
CISCO SYSTEMS INC | -0.7% |