Compare DRGN · SEMI
DRGN and SEMI hold 50 companies between them. None is in both, and 0.0% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Communication Services
- Financials
- Unknown sector
- Consumer Discretionary
- NVDANVIDIA CORPIn 1 of 2DRGNnot heldSEMI11.1%
- MUMICRON TECHNOLOGY INCIn 1 of 2DRGNnot heldSEMI11.0%
- 2330Taiwan Semiconductor Manufacturing Co LIn 1 of 2DRGNnot heldSEMI10.0%
- AMDADVANCED MICRO DEVICES INCIn 1 of 2DRGNnot heldSEMI9.5%
- AVGOBROADCOM INCIn 1 of 2DRGNnot heldSEMI8.9%
- 300502Eoptolink Technology Inc LtdIn 1 of 2DRGN8.8%SEMInot held
- 700Tencent Holdings LtdIn 1 of 2DRGN8.4%SEMInot held
- 300308ZHONGJI INNOLI-AIn 1 of 2DRGN8.3%SEMInot held
- 1810XIAOMI CORP-WIn 1 of 2DRGN8.1%SEMInot held
- 300059East Money Information Co LtdIn 1 of 2DRGN8.0%SEMInot held
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself.
What DRGN already gives you
- DRGN and SEMI share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.