Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
41%
OVERLAP
BY WEIGHT
72
# OF OVERLAPPING
HOLDINGS
KEMX
296
HOLDINGS
27%
ALSO IN FTHF
FTHF
105
HOLDINGS
75%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus FTHF)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in FTHF |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 16.6% | 8.4% | 8.4% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.7% | 8.7% | 4.7% |
|
HYNIX SEMICONDUCTOR INC | 2.3% | 5.7% | 2.3% |
|
MEDIATEK INC | 1.7% | 1.5% | 1.5% |
|
DELTA ELECTRONICS INC | 1.3% | 1.5% | 1.3% |
KEMX Overweight Relative to FTHF
|
TAIWAN SEMICONDUCTOR MANUFAC | 8.2% |
 |
RELIANCE INDS-SPONS GDR 144A | 2.1% |
|
HON HAI PRECISION INDUSTRY | 1.9% |
|
ICICI BANK LTD | 1.8% |
|
INFOSYS TECHNOLOGIES-SP ADR | 1.5% |
|
BHARTI AIRTEL LIMITED | 1.4% |
 |
VALE SA | 0.9% |
|
MAHINDRA & MAHINDRA LTD. | 0.9% |
|
HDFC BANK LIMITED | 0.8% |
|
KOTAK MAHINDRA BANK LTD | 0.8% |
KEMX Underweight Relative to FTHF
 |
NASPERS LTD-N SHS | -4.5% |
|
SAMSUNG ELECTRONICS CO LTD | -4.1% |
|
HYNIX SEMICONDUCTOR INC | -3.4% |
 |
WALMART DE MEXICO-SER V | -2.9% |
|
ITAU UNIBANCO HOLDING SA | -2.9% |
|
WEG SA | -2.8% |
|
GRUPO FINANCIERO BANORTE-O | -2.8% |
|
GOLD FIELDS LTD | -2.6% |
|
CIA SANEAMENTO BASICO DE SP | -2.1% |
 |
INTL CONTAINER TERM SVCS INC | -1.9% |