Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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63
Number of overlapping holdings
17.4%
% of EFG's 368 holdings also in UMMA
66.3%
% of UMMA's 95 holdings also in EFG
Overlap by Weight
Sector Drift (EFG minus UMMA)
Overlapping Holdings
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| Company | Weight in EFG |
Weight in UMMA |
Overlap | |
|---|---|---|---|---|
 |
NOVO NORDISK A/S-B | 4.5% | 4.5% | 4.5% |
 |
ASML HOLDING NV | 3.9% | 4.0% | 3.9% |
 |
ASTRAZENECA PLC | 2.8% | 2.8% | 2.8% |
 |
SAP AG | 2.7% | 2.7% | 2.7% |
 |
NESTLE SA-REG | 1.9% | 3.0% | 1.9% |
Position Highlights (Non-Overlapping Exposures)
EFG Overweight Relative to UMMA
 |
LVMH MOET HENNESSY LOUIS VUI | 2.3% |
 |
COMMONWEALTH BANK OF AUSTRAL | 1.8% |
 |
SONY CORP | 1.4% |
|
TOYOTA MOTOR CORP | 1.3% |
|
UBS GROUP AG | 1.2% |
|
EADS NV | 1.0% |
|
DIAGEO PLC | 0.9% |
|
TOKIO MARINE HOLDINGS INC | 0.8% |
|
LONDON STOCK EXCHANGE GROUP | 0.7% |
 |
AIA GROUP LTD | 0.7% |
EFG Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -10.9% |
 |
SHOPIFY, INC. CLASS A | -4.3% |
|
INFINEON TECHNOLOGIES AG | -2.9% |
|
NOVARTIS AG | -2.7% |
|
ROCHE HOLDING LTD | -2.6% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.6% |
|
BHP BILLITON LTD | -1.8% |
|
MEITUAN DIANPING | -1.6% |
|
SANOFI-AVENTIS | -1.4% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -1.2% |