Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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99

Number of overlapping holdings

50.5%

% of ECON's 212 holdings also in KEMX

36.7%

% of KEMX's 296 holdings also in ECON

Overlap by Weight
Sector Drift (ECON minus KEMX)
Overlapping Holdings

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Company Weight
in ECON
Weight
in KEMX
Overlap
TAIWAN SEMICONDUCTOR MANUFAC 3.9% 13.1% 3.9%
SAMSUNG ELECTRONICS CO LTD 3.3% 3.4% 3.3%
ICICI BANK LTD 1.9% 1.6% 1.6%
MEDIATEK INC 1.7% 1.6% 1.6%
HON HAI PRECISION INDUSTRY 1.7% 1.5% 1.5%

Position Highlights (Non-Overlapping Exposures)
ECON Overweight Relative to KEMX
ALIBABA GROUP HOLDING LTD. 4.7%
TENCENT HOLDINGS LTD 4.4%
MEITUAN DIANPING 2.0%
XIAOMI CORP. CLASS B 1.8%
CHINA CONSTRUCTION BANK-H 1.4%
AL RAJHI BANK 1.3%
INFOSYS TECHNOLOGIES LTD 1.3%
PINDUODUO, INC. SPONSORED ADR CLASS 1.3%
KWEICHOW MOUTAI CO LTD-A 1.1%
JD.COM, INC. CLASS A 1.0%
ECON Underweight Relative to KEMX
TAIWAN SEMICONDUCTOR MANUFAC -9.1%
RELIANCE INDS-SPONS GDR 144A -2.1%
INFOSYS TECHNOLOGIES-SP ADR -1.8%
HDFC BANK LIMITED -1.5%
BHARTI AIRTEL LIMITED -1.2%
AXIS BANK LIMITED -0.8%
PETROBRAS - PETROLEO BRAS -0.7%
KOTAK MAHINDRA BANK LTD -0.7%
MAHINDRA & MAHINDRA LTD. -0.7%
SAMSUNG ELECTRONICS-PFD -0.6%
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