Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
45%
OVERLAP
BY WEIGHT
663
# OF OVERLAPPING
HOLDINGS
BKEM
1820
HOLDINGS
43%
ALSO IN DEXC
DEXC
3433
HOLDINGS
30%
ALSO IN BKEM
SECTOR DRIFT (BKEM minus DEXC)
OVERLAPPING HOLDINGS
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| Company | Weight in BKEM |
Weight in DEXC |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.8% | 11.7% | 11.7% |
 |
SAMSUNG ELECTRONICS CO LTD | 8.1% | 4.1% | 4.1% |
|
HYNIX SEMICONDUCTOR INC | 2.8% | 6.7% | 2.8% |
|
MEDIATEK INC | 1.6% | 0.6% | 0.6% |
|
HON HAI PRECISION INDUSTRY | 0.8% | 0.4% | 0.4% |
BKEM Overweight Relative to DEXC
|
SAMSUNG ELECTRONICS CO LTD | 4.0% |
 |
TENCENT HOLDINGS LTD | 2.6% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.5% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 2.1% |
|
ALIBABA GROUP HOLDING LTD. | 1.8% |
|
MEDIATEK INC | 1.0% |
|
CHINA CONSTRUCTION BANK-H | 0.8% |
|
SAMSUNG ELECTRONICS-PFD | 0.8% |
|
SK SQUARE CO., LTD. | 0.7% |
|
DELTA ELECTRONICS INC | 0.7% |
BKEM Underweight Relative to DEXC
|
HYNIX SEMICONDUCTOR INC | -4.0% |
|
SAMSUNG ELECTR-GDR REGS | -3.1% |
|
TAIWAN UNION TECHNOLOGY CORP | -1.0% |
|
UNITED MICROELECTRON-SP ADR | -0.6% |
|
MACRONIX INTERNATIONAL | -0.6% |
|
HDFC BANK LTD-ADR | -0.6% |
|
ADVANCED SEMICONDUCTOR E-ADR | -0.5% |
|
RELIANCE INDS-SPONS GDR 144A | -0.5% |
 |
VALE SA-SP ADR | -0.5% |
|
ICICI BANK LTD-SPON ADR | -0.4% |