Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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357
Number of overlapping holdings
41.2%
% of JHEM's 953 holdings also in GMF
38.5%
% of GMF's 927 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus GMF)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in GMF |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 2.8% | 3.9% | 2.8% |
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% | 1.4% | 1.4% |
 |
HDFC BANK LIMITED | 1.2% | 1.6% | 1.2% |
|
CHINA CONSTRUCTION BANK-H | 0.9% | 1.0% | 0.9% |
|
ALIBABA GROUP HOLDING LTD. | 0.8% | 2.1% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to GMF
 |
SAMSUNG ELECTRONICS CO LTD | 3.9% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 3.5% |
|
RELIANCE INDUSTRIES LTD | 1.6% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.3% |
|
INFOSYS TECHNOLOGIES LTD | 1.0% |
|
ICICI BANK LTD | 0.9% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.9% |
|
PETROBRAS - PETROLEO BRAS | 0.7% |
|
VALE SA | 0.7% |
 |
AL RAJHI BANK | 0.6% |
JHEM Underweight Relative to GMF
|
TAIWAN SEMICONDUCTOR-SP ADR | -8.1% |
|
RELIANCE INDS-SPONS GDR 144A | -1.9% |
|
ALIBABA GROUP HOLDING LTD. | -1.3% |
|
ICICI BANK LTD-SPON ADR | -1.2% |
|
TENCENT HOLDINGS LTD | -1.1% |
|
INFOSYS TECHNOLOGIES-SP ADR | -1.0% |
|
HON HAI PRECISION INDUSTRY | -0.6% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | -0.6% |
|
NETEASE, INC | -0.6% |
 |
MEITUAN DIANPING | -0.5% |