Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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234
Number of overlapping holdings
27.0%
% of JHEM's 953 holdings also in KEMX
86.0%
% of KEMX's 306 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus KEMX)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in KEMX |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% | 9.2% | 4.9% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.9% | 5.0% | 3.9% |
 |
HDFC BANK LIMITED | 1.2% | 1.3% | 1.2% |
|
ICICI BANK LTD | 0.9% | 1.4% | 0.9% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.9% | 0.9% | 0.9% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to KEMX
 |
TENCENT HOLDINGS LTD | 2.8% |
|
RELIANCE INDUSTRIES LTD | 1.6% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.3% |
|
INFOSYS TECHNOLOGIES LTD | 1.0% |
|
CHINA CONSTRUCTION BANK-H | 0.9% |
|
ALIBABA GROUP HOLDING LTD. | 0.8% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 0.6% |
 |
AL RAJHI BANK | 0.6% |
|
NETEASE.COM INC-ADR | 0.5% |
|
YUM CHINA HOLDINGS, INC. | 0.5% |
JHEM Underweight Relative to KEMX
|
TAIWAN SEMICONDUCTOR MANUFAC | -4.4% |
|
INFOSYS TECHNOLOGIES-SP ADR | -2.1% |
|
SAMSUNG ELECTRONICS CO LTD | -1.1% |
|
HYNIX SEMICONDUCTOR INC | -0.9% |
|
SAMSUNG ELECTRONICS-PFD | -0.9% |
 |
NASPERS LTD-N SHS | -0.7% |
 |
QATAR NATIONAL BANK | -0.6% |
|
QUANTA COMPUTER INC | -0.6% |
|
KOTAK MAHINDRA BANK LTD | -0.6% |
|
TATA CONSULTANCY SVS LTD | -0.5% |