Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
62%
OVERLAP
BY WEIGHT
2416
# OF OVERLAPPING
HOLDINGS
DFSE
3663
HOLDINGS
99%
ALSO IN DFEM
DFEM
6837
HOLDINGS
61%
ALSO IN DFSE
SECTOR DRIFT (DFSE minus DFEM)
OVERLAPPING HOLDINGS
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| Company | Weight in DFSE |
Weight in DFEM |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 8.3% | 10.2% | 8.3% |
 |
SK HYNIX INC | 3.9% | 3.7% | 3.7% |
|
SAMSUNG ELECTRONICS CO LTD | 2.0% | 3.9% | 2.0% |
 |
TENCENT HOLDINGS LTD | 2.1% | 1.5% | 1.5% |
|
CHINA CONSTRUCTION BANK-H | 0.8% | 0.9% | 0.8% |
DFSE Overweight Relative to DFEM
|
SAMSUNG ELECTR-GDR REGS | 2.2% |
 |
NATURAL RESOURCE PARTNERS LP | 0.7% |
|
TENCENT HOLDINGS LTD | 0.6% |
|
LENOVO GROUP LTD | 0.5% |
|
MEDIATEK INC | 0.4% |
|
ASPEED TECHNOLOGY, INC. | 0.3% |
|
WISTRON CORP | 0.3% |
|
ASUSTEK COMPUTER INC | 0.3% |
|
ASIA VITAL COMPONENTS | 0.3% |
|
WIWYNN CORP. | 0.3% |
DFSE Underweight Relative to DFEM
|
TAIWAN SEMICONDUCTOR MANUFAC | -1.9% |
|
SAMSUNG ELECTRONICS CO LTD | -1.9% |
|
UNIMICRON TECHNOLOGY CORP | -0.5% |
|
KINSUS INTERCONNECT TECH | -0.4% |
 |
PETROBRAS - PETROLEO BRAS-PR | -0.4% |
|
SAMSUNG ELECTRO-MECHANICS CO | -0.4% |
 |
HDFC BANK LTD-ADR | -0.4% |
|
PETROCHINA CO LTD-H | -0.3% |
|
VALE SA-SP ADR | -0.3% |
|
PETROLEO BRASILEIRO-SPON ADR | -0.2% |