Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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246
Number of overlapping holdings
28.4%
% of JHEM's 953 holdings also in RESE
82.8%
% of RESE's 301 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus RESE)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in RESE |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% | 7.1% | 4.9% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.9% | 3.7% | 3.7% |
 |
INFOSYS TECHNOLOGIES LTD | 1.0% | 1.2% | 1.0% |
|
HDFC BANK LIMITED | 1.2% | 0.9% | 0.9% |
 |
ALIBABA GROUP HOLDING LTD. | 0.8% | 2.8% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to RESE
|
TENCENT HOLDINGS LTD | 2.8% |
|
RELIANCE INDUSTRIES LTD | 1.6% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.3% |
|
ICICI BANK LTD | 0.9% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.9% |
|
CHINA CONSTRUCTION BANK-H | 0.9% |
|
TATA CONSULTANCY SVS LTD | 0.7% |
|
PETROBRAS - PETROLEO BRAS | 0.7% |
|
VALE SA | 0.7% |
 |
AL RAJHI BANK | 0.6% |
JHEM Underweight Relative to RESE
|
TAIWAN SEMICONDUCTOR MANUFAC | -2.3% |
|
ALIBABA GROUP HOLDING LTD. | -2.0% |
 |
TURKCELL ILETISIM HIZMETLERI A.S. | -1.0% |
|
TELEFONICA BRASIL S.A. | -0.6% |
|
QUANTA COMPUTER INC | -0.6% |
 |
EMBOTELLADORAS ARCA SAB-NOM | -0.5% |
|
ADANI GREEN ENERGY LIMITED | -0.5% |
|
XINAO GAS HOLDINGS LTD | -0.5% |
|
GRUPO BIMBO SAB- SERIES A | -0.5% |
 |
VODACOM GROUP LIMITED | -0.5% |