Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
For overlap across multiple ETFs use Portfolio Builder
174
Number of overlapping holdings
20.5%
% of JHEM's 955 holdings also in RNEM
68.0%
% of RNEM's 277 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus RNEM)
Overlapping Holdings
Top 5 only shown here. Please log-in or sign up for a Basic (Free) membership to view the complete list.
| Company | Weight in JHEM |
Weight in RNEM |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 3.4% | 2.8% | 2.8% |
 |
HDFC BANK LIMITED | 1.2% | 3.2% | 1.2% |
|
INFOSYS TECHNOLOGIES LTD | 1.0% | 2.7% | 1.0% |
|
ICICI BANK LTD | 1.0% | 3.2% | 1.0% |
|
CHINA CONSTRUCTION BANK-H | 0.9% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to RNEM
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.6% |
|
RELIANCE INDS-SPONS GDR 144A | 2.3% |
|
ALIBABA GROUP HOLDING LTD. | 1.3% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.2% |
|
HON HAI PRECISION INDUSTRY | 1.0% |
|
MEDIATEK INC | 0.8% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 0.7% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.7% |
|
TENCENT HOLDINGS LTD | 0.6% |
JHEM Underweight Relative to RNEM
|
RELIANCE INDUSTRIES LTD | -6.4% |
|
KOTAK MAHINDRA BANK LTD | -2.9% |
|
ASIAN PAINTS LTD | -2.8% |
|
BAJAJ FINSERV LTD | -2.5% |
|
ICICI BANK LTD | -2.2% |
|
HDFC BANK LIMITED | -2.0% |
|
TATA CONSULTANCY SVS LTD | -1.9% |
|
PIDILITE INDUSTRIES LTD | -1.8% |
|
INFOSYS TECHNOLOGIES LTD | -1.6% |
 |
HENGAN INTL GROUP CO LTD | -1.3% |