Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
27%
OVERLAP
BY WEIGHT
23
# OF OVERLAPPING
HOLDINGS
RARE.L
88
HOLDINGS
23%
ALSO IN DMAT.L
DMAT.L
50
HOLDINGS
46%
ALSO IN RARE.L
SECTOR DRIFT (RARE.L minus DMAT.L)
OVERLAPPING HOLDINGS
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| Company | Weight in RARE.L |
Weight in DMAT.L |
Overlap | |
|---|---|---|---|---|
 |
LYNAS CORPORATION LIMITED | 3.8% | 3.5% | 3.5% |
 |
IMPALA PLATINUM HOLDINGS LTD | 3.2% | 3.3% | 3.2% |
 |
MP MATERIALS CORP CLASS A | 4.0% | 2.8% | 2.8% |
|
NORTHAM PLATINUM HOLDINGS LIMITED | 3.2% | 2.0% | 2.0% |
 |
SHENGHE RESOURCES HOLDING CO., LTD. CLASS A | 2.1% | 2.0% | 2.0% |
RARE.L Overweight Relative to DMAT.L
 |
ECOPRO CO., LTD. | 3.1% |
 |
PT MERDEKA COPPER GOLD TBK | 2.6% |
|
PANZHIHUA NEW STEEL-A | 2.5% |
|
CHINA MOLYBDENUM CO LTD-H | 2.3% |
|
ELEVRA LITHIUM LTD | 1.7% |
|
LIONTOWN RESOURCES LIMITED | 1.6% |
|
FERROGLOBE PLC | 1.5% |
 |
SIGMA LITHIUM CORPORATION | 1.5% |
 |
FURUKAWA-SKY ALUMINUM CORP | 1.4% |
|
INTERNATIONAL NICKEL INDONES | 1.4% |
RARE.L Underweight Relative to DMAT.L
 |
ANGLO AMERICAN PLC | -5.0% |
|
RIO TINTO PLC | -4.6% |
|
FREEPORT-MCMORAN COPPER | -4.5% |
|
SOUTHERN COPPER CORP | -4.2% |
|
CHINA NORTHERN RARE EARTH (GROUP) HI | -4.1% |
|
ANTOFAGASTA PLC | -4.0% |
 |
GRUPO MEXICO S.A.B. DE C.V. CLASS B | -3.9% |
|
EVE ENERGY CO. LTD. CLASS A | -3.3% |
|
SUMITOMO METAL MINING CO LTD | -2.9% |
|
ANGLO PLATINUM LTD | -2.8% |