Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
30%
OVERLAP
BY WEIGHT
BY WEIGHT
41
# OF OVERLAPPING HOLDINGS
KEMX
296
HOLDINGS
15%
ALSO IN FLTW
FLTW
131
HOLDINGS
33%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus FLTW)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in FLTW |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.1% | 19.1% | 13.1% |
|
MEDIATEK INC | 1.6% | 7.0% | 1.6% |
|
HON HAI PRECISION INDUSTRY | 1.5% | 6.6% | 1.5% |
|
QUANTA COMPUTER INC | 0.7% | 2.2% | 0.7% |
|
CHINATRUST FINANCIAL HOLDING | 0.6% | 2.1% | 0.6% |
KEMX Overweight Relative to FLTW
 |
SAMSUNG ELECTRONICS CO LTD | 3.4% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.1% |
|
INFOSYS TECHNOLOGIES-SP ADR | 1.8% |
|
ICICI BANK LTD | 1.6% |
|
HYNIX SEMICONDUCTOR INC | 1.5% |
|
HDFC BANK LIMITED | 1.5% |
|
BHARTI AIRTEL LIMITED | 1.2% |
|
TATA CONSULTANCY SVS LTD | 0.9% |
 |
VALE SA | 0.9% |
 |
BANK CENTRAL ASIA PT | 0.8% |
KEMX Underweight Relative to FLTW
|
TAIWAN SEMICONDUCTOR MANUFAC | -6.0% |
|
MEDIATEK INC | -5.4% |
|
HON HAI PRECISION INDUSTRY | -5.1% |
|
DELTA ELECTRONICS INC | -2.0% |
|
FUBON FINANCIAL HOLDING CO | -1.8% |
|
CATHAY FINANCIAL HOLDING CO | -1.6% |
|
QUANTA COMPUTER INC | -1.5% |
|
CHINATRUST FINANCIAL HOLDING | -1.5% |
|
UNITED MICROELECTRONICS CORP | -1.3% |
|
ADVANCED SEMICONDUCTOR ENGR | -1.2% |