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
31
# OF OVERLAPPING
HOLDINGS
XDWT.DE
143
HOLDINGS
22%
ALSO IN SEMG.L
SEMG.L
66
HOLDINGS
48%
ALSO IN XDWT.DE
SECTOR DRIFT (XDWT.DE minus SEMG.L)
OVERLAPPING HOLDINGS
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| Company | Weight in XDWT.DE |
Weight in SEMG.L |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 20.2% | 28.6% | 20.2% |
|
BROADCOM INC. | 6.8% | 13.3% | 6.8% |
 |
ASML HOLDING NV | 2.3% | 5.7% | 2.3% |
|
MICRON TECHNOLOGY INC | 1.7% | 4.6% | 1.7% |
|
ADVANCED MICRO DEVICES | 1.6% | 4.3% | 1.6% |
XDWT.DE Overweight Relative to SEMG.L
|
APPLE INC | 17.1% |
|
MICROSOFT CORP | 14.4% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.8% |
|
ORACLE CORP | 1.4% |
|
CISCO SYSTEMS INC | 1.3% |
|
INTL BUSINESS MACHINES CORP | 1.2% |
 |
SAP AG | 1.1% |
|
SALESFORCE.COM INC | 1.0% |
|
SHOPIFY, INC. CLASS A | 0.9% |
|
AMPHENOL CORP-CL A | 0.8% |
XDWT.DE Underweight Relative to SEMG.L
 |
TAIWAN SEMICONDUCTOR MANUFAC | -14.4% |
|
NVIDIA CORP | -8.3% |
|
BROADCOM INC. | -6.5% |
|
ASML HOLDING NV | -3.4% |
 |
HYNIX SEMICONDUCTOR INC | -2.9% |
|
MICRON TECHNOLOGY INC | -2.9% |
|
ADVANCED MICRO DEVICES | -2.6% |
|
LAM RESEARCH CORP | -1.7% |
|
APPLIED MATERIALS INC | -1.5% |
|
KLA CORPORATION | -1.2% |