Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
31%
OVERLAP
BY WEIGHT
140
# OF OVERLAPPING
HOLDINGS
EMCR
1395
HOLDINGS
12%
ALSO IN RAYE
RAYE
234
HOLDINGS
69%
ALSO IN EMCR
SECTOR DRIFT (EMCR minus RAYE)
OVERLAPPING HOLDINGS
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| Company | Weight in EMCR |
Weight in RAYE |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 10.6% | 13.0% | 10.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.8% | 7.9% | 5.8% |
 |
TENCENT HOLDINGS LTD | 3.1% | 2.5% | 2.5% |
|
HYNIX SEMICONDUCTOR INC | 1.9% | 2.8% | 1.9% |
|
DELTA ELECTRONICS INC | 1.2% | 1.5% | 1.2% |
EMCR Overweight Relative to RAYE
 |
NEBIUS GROUP NV | 12.2% |
|
ALIBABA GROUP HOLDING LTD. | 1.3% |
|
HON HAI PRECISION INDUSTRY | 0.9% |
|
SK SQUARE CO., LTD. | 0.9% |
|
TENCENT HOLDINGS LTD | 0.6% |
|
CHINA CONSTRUCTION BANK-H | 0.6% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.5% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 0.5% |
 |
HDFC BANK LIMITED | 0.5% |
 |
INTERNATIONAL HOLDINGS COMPANY PJSC | 0.5% |
EMCR Underweight Relative to RAYE
|
MEDIATEK INC | -4.5% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -2.4% |
|
SAMSUNG ELECTRONICS CO LTD | -2.1% |
|
NETEASE, INC | -1.4% |
|
AGRICULTURAL BANK OF CHINA-H | -1.3% |
|
PICC PROPERTY & CASUALTY -H | -1.1% |
|
WOORI BANK | -1.0% |
|
HCL TECHNOLOGIES LTD | -1.0% |
|
HYNIX SEMICONDUCTOR INC | -1.0% |
|
REALTEK SEMICONDUCTOR CORP | -0.9% |