Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
OVERLAP
42%
OVERLAP
BY WEIGHT
11
# OF OVERLAPPING
HOLDINGS
CHPX.L
38
HOLDINGS
31%
ALSO IN SEMD.SW
SEMD.SW
65
HOLDINGS
17%
ALSO IN CHPX.L
SECTOR DRIFT (CHPX.L minus SEMD.SW)
OVERLAPPING HOLDINGS
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in CHPX.L |
Weight in SEMD.SW |
Overlap | |
|---|---|---|---|---|
 |
NVIDIA CORP | 9.4% | 23.9% | 9.4% |
|
BROADCOM INC. | 9.2% | 13.9% | 9.2% |
|
MICRON TECHNOLOGY INC | 11.4% | 6.0% | 6.0% |
|
ADVANCED MICRO DEVICES | 9.0% | 4.8% | 4.8% |
|
INTEL CORP | 5.0% | 4.1% | 4.1% |
CHPX.L Overweight Relative to SEMD.SW
 |
TAIWAN SEMICONDUCTOR-SP ADR | 10.2% |
 |
ASML HOLDING NV-NY REG SHS | 7.6% |
|
CISCO SYSTEMS INC | 5.7% |
|
MICRON TECHNOLOGY INC | 5.4% |
 |
HYNIX SEMICONDUCTOR INC | 5.3% |
 |
ARM HOLDINGS PLC | 4.3% |
|
ADVANCED MICRO DEVICES | 4.3% |
|
ARISTA NETWORKS, INC. | 1.9% |
|
MARVELL TECHNOLOGY, INC. | 1.5% |
|
VERTIV HOLDINGS CO. CLASS A | 1.3% |
CHPX.L Underweight Relative to SEMD.SW
|
TAIWAN SEMICONDUCTOR MANUFAC | -14.6% |
|
NVIDIA CORP | -14.4% |
|
ASML HOLDING NV | -4.7% |
|
BROADCOM INC. | -4.7% |
|
LAM RESEARCH CORP | -2.9% |
|
APPLIED MATERIALS INC | -2.7% |
|
TEXAS INSTRUMENTS INC | -2.1% |
|
KLA CORPORATION | -1.9% |
|
ANALOG DEVICES INC | -1.7% |
 |
TOKYO ELECTRON LTD | -1.1% |