Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
35%
OVERLAP
BY WEIGHT
66
# OF OVERLAPPING
HOLDINGS
KEMX
301
HOLDINGS
24%
ALSO IN RAYE
RAYE
239
HOLDINGS
32%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus RAYE)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in RAYE |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 15.4% | 12.5% | 12.5% |
 |
SAMSUNG ELECTRONICS CO LTD | 7.6% | 5.3% | 5.3% |
|
HYNIX SEMICONDUCTOR INC | 4.2% | 3.1% | 3.1% |
|
MEDIATEK INC | 1.8% | 3.7% | 1.8% |
|
DELTA ELECTRONICS INC | 1.6% | 1.6% | 1.6% |
KEMX Overweight Relative to RAYE
 |
RELIANCE INDS-SPONS GDR 144A | 4.1% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 2.8% |
|
SAMSUNG ELECTRONICS CO LTD | 2.3% |
|
ACCTON TECHNOLOGY CORP | 1.4% |
|
HYNIX SEMICONDUCTOR INC | 1.1% |
|
ICICI BANK LTD | 1.0% |
|
HON HAI PRECISION INDUSTRY | 0.9% |
|
HDFC BANK LIMITED | 0.9% |
|
SAMSUNG ELECTRO-MECHANICS CO | 0.8% |
 |
PETROBRAS - PETROLEO BRAS | 0.7% |
KEMX Underweight Relative to RAYE
 |
TENCENT HOLDINGS LTD | -2.7% |
|
MEDIATEK INC | -1.9% |
|
NETEASE, INC | -1.7% |
|
AGRICULTURAL BANK OF CHINA-H | -1.6% |
|
HCL TECHNOLOGIES LTD | -1.3% |
|
PICC PROPERTY & CASUALTY -H | -1.1% |
|
ALIBABA GROUP HOLDING LTD. | -1.0% |
|
CHINA LODGING GROUP-SPON ADS | -0.9% |
|
CHINA HONGQIAO GROUP LTD | -0.8% |
|
WOORI BANK | -0.8% |