Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
32%
OVERLAP
BY WEIGHT
40
# OF OVERLAPPING
HOLDINGS
KEMX
298
HOLDINGS
15%
ALSO IN EWT
EWT
85
HOLDINGS
56%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus EWT)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in EWT |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 15.4% | 20.5% | 15.4% |
|
MEDIATEK INC | 2.7% | 6.8% | 2.7% |
|
DELTA ELECTRONICS INC | 1.4% | 4.6% | 1.4% |
|
ACCTON TECHNOLOGY CORP | 1.3% | 1.9% | 1.3% |
|
HON HAI PRECISION INDUSTRY | 1.0% | 3.6% | 1.0% |
KEMX Overweight Relative to EWT
 |
SAMSUNG ELECTRONICS CO LTD | 8.4% |
 |
RELIANCE INDS-SPONS GDR 144A | 4.1% |
|
HYNIX SEMICONDUCTOR INC | 2.7% |
|
SK SQUARE CO., LTD. | 1.8% |
|
ICICI BANK LTD | 0.8% |
|
SAMSUNG ELECTRO-MECHANICS CO | 0.8% |
|
HDFC BANK LIMITED | 0.8% |
|
SAMSUNG ELECTRONICS-PFD | 0.8% |
|
HYUNDAI MOTOR CO | 0.8% |
 |
VALE SA | 0.8% |
KEMX Underweight Relative to EWT
|
TAIWAN SEMICONDUCTOR MANUFAC | -5.0% |
|
MEDIATEK INC | -4.0% |
|
DELTA ELECTRONICS INC | -3.2% |
|
YAGEO CORPORATION | -3.0% |
|
HON HAI PRECISION INDUSTRY | -2.6% |
|
ELITE MATERIAL CO LTD | -2.2% |
|
UNIMICRON TECHNOLOGY CORP | -2.1% |
|
ADVANCED SEMICONDUCTOR ENGR | -1.8% |
|
UNITED MICROELECTRONICS CORP | -1.5% |
|
ASIA VITAL COMPONENTS | -1.3% |