Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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66
Number of overlapping holdings
18.7%
% of EFG's 361 holdings also in UMMA
69.5%
% 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 | 4.1% | 4.1% | 4.1% |
 |
ASML HOLDING NV | 3.5% | 3.6% | 3.5% |
 |
SAP AG | 3.2% | 3.2% | 3.2% |
 |
ASTRAZENECA PLC | 2.5% | 2.5% | 2.5% |
 |
SCHNEIDER ELECTRIC SA | 1.7% | 1.7% | 1.7% |
Position Highlights (Non-Overlapping Exposures)
EFG Overweight Relative to UMMA
|
LVMH MOET HENNESSY LOUIS VUI | 2.2% |
 |
COMMONWEALTH BANK OF AUSTRAL | 2.0% |
 |
SONY CORP | 1.6% |
 |
UBS GROUP AG | 1.3% |
|
EADS NV | 1.1% |
 |
SPOTIFY TECHNOLOGY SA | 0.9% |
|
TOKIO MARINE HOLDINGS INC | 0.8% |
|
LONDON STOCK EXCHANGE GROUP | 0.8% |
|
ITOCHU CORP | 0.7% |
|
ROLLS-ROYCE GROUP PLC | 0.7% |
EFG Underweight Relative to UMMA
 |
TAIWAN SEMICONDUCTOR-SP ADR | -11.9% |
|
SHOPIFY, INC. CLASS A | -6.1% |
|
INFINEON TECHNOLOGIES AG | -3.2% |
|
ROCHE HOLDING LTD | -2.5% |
 |
SAMSUNG ELECTRONICS CO LTD | -2.3% |
|
NESTLE SA-REG | -1.8% |
|
BHP BILLITON LTD | -1.7% |
 |
MEITUAN DIANPING | -1.3% |
|
SANOFI-AVENTIS | -1.3% |
|
NOVARTIS AG | -1.2% |