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
28
Number of overlapping holdings
29.5%
% of UMMA's 95 holdings also in IGRO
7.5%
% of IGRO's 428 holdings also in UMMA
Overlap by Weight
Sector Drift (UMMA minus IGRO)
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 UMMA |
Weight in IGRO |
Overlap | |
|---|---|---|---|---|
 |
NESTLE SA-REG | 3.9% | 3.2% | 3.2% |
|
NOVARTIS AG | 3.0% | 3.0% | 3.0% |
|
ROCHE HOLDING LTD | 3.0% | 2.6% | 2.6% |
 |
NOVO NORDISK A/S-B | 2.9% | 2.6% | 2.6% |
 |
SAP AG | 3.8% | 2.0% | 2.0% |
Position Highlights (Non-Overlapping Exposures)
UMMA Overweight Relative to IGRO
 |
TAIWAN SEMICONDUCTOR-SP ADR | 10.5% |
 |
ASML HOLDING NV | 3.8% |
|
INFINEON TECHNOLOGIES AG | 3.6% |
 |
ASTRAZENECA PLC | 2.8% |
 |
SAMSUNG ELECTRONICS CO LTD | 2.5% |
|
UNILEVER PLC | 2.1% |
|
SAP AG | 1.8% |
 |
BHP BILLITON LTD | 1.6% |
 |
MEITUAN DIANPING | 1.5% |
|
CIE FINANCIERE RICHEMON-BR A | 1.3% |
UMMA Underweight Relative to IGRO
 |
IBERDROLA SA | -3.4% |
|
NATIONAL GRID PLC | -3.1% |
 |
ENEL SPA | -3.1% |
 |
ROYAL BANK OF CANADA | -2.8% |
|
TORONTO-DOMINION BANK | -2.7% |
 |
MITSUBISHI UFJ FINANCIAL GRO | -2.4% |
|
CAN IMPERIAL BK OF COMMERCE | -1.9% |
|
SUMITOMO MITSUI FINANCIAL GR | -1.8% |
|
MITSUBISHI CORP | -1.7% |
 |
INFOSYS TECHNOLOGIES LTD | -1.7% |