Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
68
# OF OVERLAPPING
HOLDINGS
JEMA
530
HOLDINGS
15%
ALSO IN FTHF
FTHF
105
HOLDINGS
70%
ALSO IN JEMA
SECTOR DRIFT (JEMA minus FTHF)
OVERLAPPING HOLDINGS
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| Company | Weight in JEMA |
Weight in FTHF |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.9% | 9.0% | 9.0% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.0% | 8.6% | 3.0% |
|
HYNIX SEMICONDUCTOR INC | 1.2% | 3.8% | 1.2% |
 |
WALMART DE MEXICO-SER V | 0.9% | 3.5% | 0.9% |
 |
ITAU UNIBANCO HOLDING SA | 0.8% | 3.8% | 0.8% |
JEMA Overweight Relative to FTHF
 |
TENCENT HOLDINGS LTD | 6.3% |
|
ALIBABA GROUP HOLDING LTD. | 3.5% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.5% |
|
INFOSYS TECHNOLOGIES LTD | 1.4% |
|
ICICI BANK LTD | 1.4% |
|
NETEASE, INC | 1.1% |
|
HDFC BANK LTD-ADR | 1.1% |
|
HDFC BANK LIMITED | 1.1% |
|
CHINA MERCHANTS BANK - H | 1.0% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 1.0% |
JEMA Underweight Relative to FTHF
|
SAMSUNG ELECTRONICS CO LTD | -5.7% |
 |
GOLD FIELDS LTD | -4.4% |
|
ITAU UNIBANCO HOLDING SA | -3.0% |
|
WALMART DE MEXICO-SER V | -2.7% |
|
HYNIX SEMICONDUCTOR INC | -2.6% |
|
WEG SA | -2.6% |
|
CIA SANEAMENTO BASICO DE SP | -2.2% |
 |
INTL CONTAINER TERM SVCS INC | -1.9% |
|
GRUPO FINANCIERO BANORTE-O | -1.9% |
 |
CEZ AS | -1.9% |