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
OVERLAP
68%
OVERLAP
BY WEIGHT
1279
# OF OVERLAPPING
HOLDINGS
DFAE
6254
HOLDINGS
34%
ALSO IN BKEM
BKEM
1820
HOLDINGS
82%
ALSO IN DFAE
SECTOR DRIFT (DFAE minus BKEM)
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 DFAE |
Weight in BKEM |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.1% | 13.8% | 13.1% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.7% | 8.1% | 5.7% |
|
SK HYNIX INC | 5.1% | 2.8% | 2.8% |
 |
TENCENT HOLDINGS LTD | 2.2% | 2.6% | 2.2% |
|
MEDIATEK INC | 1.3% | 1.6% | 1.3% |
DFAE Overweight Relative to BKEM
|
SK HYNIX INC | 2.3% |
|
SAMSUNG ELECTR-GDR REGS | 0.8% |
 |
NATURAL RESOURCE PARTNERS LP | 0.6% |
 |
ICICI BANK LTD-SPON ADR | 0.4% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 0.4% |
|
RELIANCE INDUSTRIES LTD | 0.3% |
|
HDFC BANK LTD-ADR | 0.3% |
|
ADVANCED SEMICONDUCTOR E-ADR | 0.3% |
 |
GOLD FIELDS LTD-SPONS ADR | 0.2% |
 |
VALE SA-SP ADR | 0.2% |
DFAE Underweight Relative to BKEM
|
RELIANCE INDS-SPONS GDR 144A | -2.5% |
|
SAMSUNG ELECTRONICS CO LTD | -2.4% |
|
ALIBABA GROUP HOLDING LTD. | -0.8% |
|
SAMSUNG ELECTRONICS-PFD | -0.8% |
|
SK SQUARE CO., LTD. | -0.7% |
 |
INTERNATIONAL HOLDINGS COMPANY PJSC | -0.7% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -0.6% |
|
ICICI BANK LTD | -0.5% |
|
HDFC BANK LIMITED | -0.4% |
|
TENCENT HOLDINGS LTD | -0.4% |