Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
68%
OVERLAP
BY WEIGHT
1281
# OF OVERLAPPING
HOLDINGS
DFAE
6343
HOLDINGS
34%
ALSO IN BKEM
BKEM
1820
HOLDINGS
82%
ALSO IN DFAE
SECTOR DRIFT (DFAE minus BKEM)
OVERLAPPING HOLDINGS
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| Company | Weight in DFAE |
Weight in BKEM |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 12.3% | 13.8% | 12.3% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.8% | 8.1% | 4.8% |
|
HYNIX SEMICONDUCTOR INC | 4.8% | 2.8% | 2.8% |
 |
TENCENT HOLDINGS LTD | 2.5% | 2.6% | 2.5% |
|
ALIBABA GROUP HOLDING LTD. | 1.2% | 1.8% | 1.2% |
DFAE Overweight Relative to BKEM
|
HYNIX SEMICONDUCTOR INC | 2.0% |
|
SAMSUNG ELECTR-GDR REGS | 0.7% |
 |
NATURAL RESOURCE PARTNERS LP | 0.6% |
 |
ICICI BANK LTD-SPON ADR | 0.4% |
|
RELIANCE INDUSTRIES LTD | 0.4% |
|
HDFC BANK LTD-ADR | 0.4% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 0.4% |
 |
VALE SA-SP ADR | 0.3% |
|
ADVANCED SEMICONDUCTOR E-ADR | 0.3% |
|
UNITED MICROELECTRON-SP ADR | 0.2% |
DFAE Underweight Relative to BKEM
|
SAMSUNG ELECTRONICS CO LTD | -3.3% |
|
RELIANCE INDS-SPONS GDR 144A | -2.5% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -1.5% |
|
SAMSUNG ELECTRONICS-PFD | -0.8% |
|
SK SQUARE CO., LTD. | -0.7% |
 |
INTERNATIONAL HOLDINGS COMPANY PJSC | -0.7% |
|
ALIBABA GROUP HOLDING LTD. | -0.7% |
|
MEDIATEK INC | -0.6% |
|
ICICI BANK LTD | -0.4% |
|
VALE SA | -0.4% |