Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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22
Number of overlapping holdings
15.5%
% of RAYE's 172 holdings also in EWY
23.2%
% of EWY's 100 holdings also in RAYE
Overlap by Weight
Sector Drift (RAYE minus EWY)
Overlapping Holdings
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| Company | Weight in RAYE |
Weight in EWY |
Overlap | |
|---|---|---|---|---|
 |
SAMSUNG ELECTRONICS CO LTD | 4.6% | 23.6% | 4.6% |
|
KIA MOTORS CORPORATION | 2.4% | 2.7% | 2.4% |
|
HANA FINANCIAL GROUP | 0.8% | 1.7% | 0.8% |
|
WOORI BANK | 0.7% | 0.9% | 0.7% |
|
KRAFTON, INC. | 0.7% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
RAYE Overweight Relative to EWY
 |
TAIWAN SEMICONDUCTOR MANUFAC | 10.5% |
 |
EMAAR DEVELOPMENT PJSC | 1.7% |
|
ASUSTEK COMPUTER INC | 1.6% |
|
TRIPOD TECHNOLOGY CORP | 1.6% |
 |
ITAUSA-INVESTIMENTOS ITAU-PR | 1.6% |
 |
OTP BANK PLC | 1.5% |
|
NOVATEK MICROELECTRONICS LTD | 1.4% |
 |
KPIT CUMMINS INFOSYSTEMS LTD | 1.4% |
|
ELAN MICROELECTRONICS CORP | 1.3% |
|
ICICI BANK LTD | 1.2% |
RAYE Underweight Relative to EWY
|
SAMSUNG ELECTRONICS CO LTD | -19.0% |
|
HYNIX SEMICONDUCTOR INC | -8.4% |
|
HYUNDAI MOTOR CO | -3.0% |
|
POSCO | -2.5% |
|
KB FINANCIAL GROUP INC | -2.3% |
|
CELLTRION INC | -2.2% |
|
NHN CORP | -2.2% |
|
SAMSUNG SDI CO LTD | -2.1% |
|
SHINHAN FINANCIAL GROUP LTD | -1.9% |
|
LG CHEM LTD | -1.8% |