Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
15%
OVERLAP
BY WEIGHT
3
# OF OVERLAPPING
HOLDINGS
SMHC
28
HOLDINGS
38%
ALSO IN KSTR
KSTR
53
HOLDINGS
11%
ALSO IN SMHC
SECTOR DRIFT (SMHC minus KSTR)
OVERLAPPING HOLDINGS
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| Company | Weight in SMHC |
Weight in KSTR |
Overlap | |
|---|---|---|---|---|
 |
HYGON INFORMATION TECHNOLOGY CO., LTD. CLASS A | 8.8% | 7.6% | 7.6% |
|
PIOTECH, INC. CLASS A | 4.3% | 4.9% | 4.3% |
|
HWATSING TECHNOLOGY CO. LTD. CLASS A | 3.1% | 3.5% | 3.1% |
SMHC Overweight Relative to KSTR
|
VICTORY GIANT TECHNOLOGY -A | 4.4% |
 |
HUA HONG SEMICONDUCTOR LTD. | 3.8% |
|
HANGZHOU CHANGCHUAN TECHNOLOGY CO. L | 2.9% |
|
SHENZHEN LONGSYS ELECTRONI-A | 2.1% |
|
INGENIC SEMICONDUCTOR CO -A | 1.3% |
|
HYGON INFORMATION TECHNOLOGY CO., LT | 1.2% |
|
XINJIANG DAQO NEW ENERGY CO. LTD. CL | -0.4% |
|
HWATSING TECHNOLOGY CO. LTD. CLASS A | -0.4% |
|
ZHUZHOU CRRC TIMES ELECTRI-A | -0.4% |
|
CSI SOLAR CO LTD-A | -0.4% |
SMHC Underweight Relative to KSTR
|
CAMBRICON TECHNOLOGIES CORP. LTD. CL | -10.4% |
|
MONTAGE TECHNOLOGY CO., LTD. CLASS A | -8.2% |
|
ADVANCED MICRO-FABRICATION EQUIPMENT | -8.2% |
|
VERISILICON MICROELECTRONICS (SHANGH | -3.1% |
|
RAYTRON TECHNOLOGY CO., LTD. CLASS A | -2.5% |
|
SHANGHAI UNITED IMAGING HEALTHCARE C | -2.0% |
|
BEIJING KINGSOFT OFFICE SOFTWARE. IN | -1.9% |
|
ZHEJIANG SUPCON TECHNOLOGY CO. LTD. | -1.9% |
|
ACM RESEARCH (SHANGHAI), INC. CLASS | -1.6% |
|
NATIONAL SILICON INDUSTRY GROUP CO. | -1.5% |