Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
17%
OVERLAP
BY WEIGHT
10
# OF OVERLAPPING
HOLDINGS
AIQU.L
84
HOLDINGS
12%
ALSO IN DRVE.L
DRVE.L
75
HOLDINGS
13%
ALSO IN AIQU.L
SECTOR DRIFT (AIQU.L minus DRVE.L)
OVERLAPPING HOLDINGS
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| Company | Weight in AIQU.L |
Weight in DRVE.L |
Overlap | |
|---|---|---|---|---|
 |
INTEL CORP | 3.8% | 4.6% | 3.8% |
|
NVIDIA CORP | 2.8% | 2.7% | 2.7% |
|
ALPHABET INC. CLASS A | 2.8% | 2.7% | 2.7% |
|
MICROSOFT CORP | 2.3% | 2.2% | 2.2% |
|
TESLA MOTORS INC | 2.2% | 2.2% | 2.2% |
AIQU.L Overweight Relative to DRVE.L
 |
HYNIX SEMICONDUCTOR INC | 6.5% |
|
MICRON TECHNOLOGY INC | 5.4% |
|
SAMSUNG ELECTRONICS CO LTD | 5.1% |
|
ADVANCED MICRO DEVICES | 4.6% |
|
CISCO SYSTEMS INC | 4.1% |
 |
TAIWAN SEMICONDUCTOR-SP ADR | 3.2% |
|
APPLE INC | 3.1% |
|
ORACLE CORP | 3.0% |
|
BROADCOM INC. | 3.0% |
|
AMAZON.COM INC | 2.6% |
AIQU.L Underweight Relative to DRVE.L
 |
STMICROELECTRONICS NV | -2.5% |
|
WISTRON NEWEB CORP | -2.4% |
 |
NEBIUS GROUP NV | -2.2% |
 |
BLACKBERRY LIMITED | -2.1% |
|
COHERENT INC | -2.1% |
|
ON SEMICONDUCTOR CORPORATION | -2.0% |
|
BLOOM ENERGY CORPORATION CLASS A | -2.0% |
 |
NEC ELECTRONICS CORP | -2.0% |
|
HONEYWELL INTERNATIONAL INC | -1.8% |
|
AMPRIUS TECHNOLOGIES INC | -1.8% |