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
69.5%
% of UMMA's 95 holdings also in EFG
19.3%
% of EFG's 351 holdings also in UMMA
Overlap by Weight
Sector Drift (UMMA minus EFG)
Overlapping Holdings
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| Company | Weight in UMMA |
Weight in EFG |
Overlap | |
|---|---|---|---|---|
 |
SAP AG | 3.6% | 3.4% | 3.4% |
 |
ASML HOLDING NV | 3.6% | 3.2% | 3.2% |
 |
ASTRAZENECA PLC | 2.9% | 2.8% | 2.8% |
 |
NOVO NORDISK A/S-B | 2.9% | 2.7% | 2.7% |
 |
SCHNEIDER ELECTRIC SA | 1.7% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
UMMA Overweight Relative to EFG
 |
TAIWAN SEMICONDUCTOR-SP ADR | 10.3% |
|
INFINEON TECHNOLOGIES AG | 3.2% |
 |
ROCHE HOLDING LTD | 3.2% |
 |
SAMSUNG ELECTRONICS CO LTD | 2.5% |
|
NESTLE SA-REG | 2.4% |
 |
BHP BILLITON LTD | 1.7% |
|
SANOFI-AVENTIS | 1.6% |
|
NOVARTIS AG | 1.6% |
 |
MEITUAN DIANPING | 1.5% |
|
XIAOMI CORP. CLASS B | 1.2% |
UMMA Underweight Relative to EFG
|
LVMH MOET HENNESSY LOUIS VUI | -2.1% |
|
COMMONWEALTH BANK OF AUSTRAL | -1.9% |
 |
SONY CORP | -1.9% |
|
EADS NV | -1.3% |
|
UBS GROUP AG | -1.3% |
|
ROLLS-ROYCE GROUP PLC | -1.1% |
 |
SPOTIFY TECHNOLOGY SA | -1.0% |
|
TOKIO MARINE HOLDINGS INC | -0.9% |
|
LONDON STOCK EXCHANGE GROUP | -0.9% |
|
SIEMENS AG-REG | -0.7% |