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
1%
OVERLAP
BY WEIGHT
2
# OF OVERLAPPING
HOLDINGS
JEMA
530
HOLDINGS
0%
ALSO IN QQQ
QQQ
101
HOLDINGS
2%
ALSO IN JEMA
SECTOR DRIFT (JEMA minus QQQ)
OVERLAPPING HOLDINGS
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| Company | Weight in JEMA |
Weight in QQQ |
Overlap | |
|---|---|---|---|---|
 |
MERCADOLIBRE INC | 0.6% | 0.7% | 0.6% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS A | 0.7% | 0.4% | 0.4% |
JEMA Overweight Relative to QQQ
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.9% |
 |
TENCENT HOLDINGS LTD | 6.3% |
|
ALIBABA GROUP HOLDING LTD. | 3.5% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.0% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.5% |
|
INFOSYS TECHNOLOGIES LTD | 1.4% |
|
ICICI BANK LTD | 1.4% |
|
HYNIX SEMICONDUCTOR INC | 1.2% |
|
NETEASE, INC | 1.1% |
|
HDFC BANK LIMITED | 1.1% |
JEMA Underweight Relative to QQQ
 |
NVIDIA CORP | -9.5% |
|
MICROSOFT CORP | -8.8% |
|
APPLE INC | -7.5% |
|
AMAZON.COM INC | -5.6% |
|
BROADCOM INC. | -5.0% |
|
META PLATFORMS INC | -3.7% |
|
NETFLIX INC | -3.1% |
|
TESLA MOTORS INC | -2.7% |
|
COSTCO WHOLESALE CORP | -2.5% |
|
ALPHABET INC. CLASS A | -2.5% |