Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
60%
OVERLAP
BY WEIGHT
138
# OF OVERLAPPING
HOLDINGS
KEMX
298
HOLDINGS
51%
ALSO IN XCEM
XCEM
348
HOLDINGS
52%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus XCEM)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in XCEM |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 15.4% | 15.5% | 15.4% |
 |
SAMSUNG ELECTRONICS CO LTD | 8.4% | 10.4% | 8.4% |
|
MEDIATEK INC | 2.7% | 2.5% | 2.5% |
|
HYNIX SEMICONDUCTOR INC | 2.7% | 2.2% | 2.2% |
|
SK SQUARE CO., LTD. | 1.8% | 1.5% | 1.5% |
KEMX Overweight Relative to XCEM
 |
RELIANCE INDS-SPONS GDR 144A | 3.3% |
|
ICICI BANK LTD | 0.8% |
|
NAN YA PLASTICS CORP | 0.8% |
|
ACCTON TECHNOLOGY CORP | 0.8% |
|
HDFC BANK LIMITED | 0.8% |
|
SAMSUNG ELECTRONICS-PFD | 0.8% |
 |
VALE SA | 0.7% |
|
SAMSUNG LIFE INSURANCE CO LT | 0.7% |
|
CHEIL INDUSTRIES INC | 0.6% |
|
ADVANCED SEMICONDUCTOR ENGR | 0.6% |
KEMX Underweight Relative to XCEM
|
SAMSUNG ELECTRONICS CO LTD | -2.0% |
|
SAMSUNG ELECTRO-MECHANICS CO | -1.2% |
|
ICICI BANK LTD-SPON ADR | -1.1% |
 |
VANECK SEMICONDUCTOR ETF | -0.9% |
|
SAMSUNG SDI CO LTD | -0.9% |
 |
AL RAJHI BANK | -0.8% |
|
ISHARES SEMICONDUCTOR ETF | -0.7% |
 |
DELTA ELECTRONICS THAI-NVDR | -0.7% |
|
HDFC BANK LTD-ADR | -0.6% |
|
ASIA VITAL COMPONENTS | -0.5% |