Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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45
Number of overlapping holdings
16.5%
% of KEMX's 306 holdings also in EWY
47.4%
% of EWY's 100 holdings also in KEMX
Overlap by Weight
Sector Drift (KEMX minus EWY)
Overlapping Holdings
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| Company | Weight in KEMX |
Weight in EWY |
Overlap | |
|---|---|---|---|---|
 |
SAMSUNG ELECTRONICS CO LTD | 5.0% | 23.6% | 5.0% |
|
HYNIX SEMICONDUCTOR INC | 1.5% | 8.4% | 1.5% |
|
HYUNDAI MOTOR CO | 0.8% | 3.0% | 0.8% |
|
KIA MOTORS CORPORATION | 0.8% | 2.7% | 0.8% |
|
POSCO | 0.8% | 2.5% | 0.8% |
Position Highlights (Non-Overlapping Exposures)
KEMX Overweight Relative to EWY
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.2% |
 |
INFOSYS TECHNOLOGIES-SP ADR | 2.1% |
|
ICICI BANK LTD | 1.4% |
|
HDFC BANK LIMITED | 1.3% |
|
TATA CONSULTANCY SVS LTD | 1.3% |
|
MEDIATEK INC | 1.2% |
 |
VALE SA | 1.2% |
 |
NASPERS LTD-N SHS | 1.1% |
|
BHARTI AIRTEL LIMITED | 1.0% |
|
HON HAI PRECISION INDUSTRY | 1.0% |
KEMX Underweight Relative to EWY
|
SAMSUNG ELECTRONICS CO LTD | -18.6% |
|
HYNIX SEMICONDUCTOR INC | -6.9% |
|
CELLTRION INC | -2.6% |
|
KB FINANCIAL GROUP INC | -2.2% |
|
HYUNDAI MOTOR CO | -2.2% |
|
KIA MOTORS CORPORATION | -1.9% |
|
POSCO | -1.8% |
|
NHN CORP | -1.7% |
|
SAMSUNG SDI CO LTD | -1.7% |
|
SHINHAN FINANCIAL GROUP LTD | -1.5% |