Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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610
Number of overlapping holdings
70.4%
% of JHEM's 953 holdings also in DFSE
21.3%
% of DFSE's 4104 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus DFSE)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in DFSE |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% | 4.1% | 4.1% |
 |
TENCENT HOLDINGS LTD | 2.8% | 3.1% | 2.8% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.9% | 1.9% | 1.9% |
|
ALIBABA GROUP HOLDING LTD. | 0.8% | 1.2% | 0.8% |
 |
INFOSYS TECHNOLOGIES LTD | 1.0% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to DFSE
|
SAMSUNG ELECTRONICS CO LTD | 2.0% |
|
RELIANCE INDUSTRIES LTD | 1.6% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.2% |
|
HDFC BANK LIMITED | 1.0% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.9% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 0.8% |
|
ICICI BANK LTD | 0.8% |
|
PETROBRAS - PETROLEO BRAS | 0.7% |
|
VALE SA | 0.7% |
|
HYNIX SEMICONDUCTOR INC | 0.6% |
JHEM Underweight Relative to DFSE
 |
NATURAL RESOURCE PARTNERS LP | -1.2% |
|
ICICI BANK LTD-SPON ADR | -0.5% |
|
NETEASE, INC | -0.5% |
 |
XIAOMI CORP. CLASS B | -0.4% |
|
ALIBABA GROUP HOLDING LTD. | -0.4% |
|
SAMSUNG ELECTR-GDR REGS | -0.4% |
|
TRIP.COM GROUP LTD. | -0.4% |
|
TENCENT HOLDINGS LTD | -0.3% |
|
JD.COM, INC. CLASS A | -0.3% |
 |
EMAAR PROPERTIES PJSC | -0.3% |