Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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64
Number of overlapping holdings
13.6%
% of JEMA's 553 holdings also in FTHF
66.0%
% of FTHF's 107 holdings also in JEMA
Overlap by Weight
Sector Drift (JEMA minus FTHF)
Overlapping Holdings
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| Company | Weight in JEMA |
Weight in FTHF |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 9.6% | 9.0% | 9.0% |
 |
SAMSUNG ELECTRONICS CO LTD | 4.3% | 7.0% | 4.3% |
|
QUANTA COMPUTER INC | 0.9% | 0.8% | 0.8% |
 |
WALMART DE MEXICO-SER V | 0.7% | 3.2% | 0.7% |
|
MEDIATEK INC | 0.6% | 1.7% | 0.6% |
Position Highlights (Non-Overlapping Exposures)
JEMA Overweight Relative to FTHF
 |
TENCENT HOLDINGS LTD | 4.9% |
 |
INFOSYS TECHNOLOGIES LTD | 1.7% |
|
ALIBABA GROUP HOLDING LTD. | 1.5% |
|
RELIANCE INDS-SPONS GDR 144A | 1.5% |
|
TATA CONSULTANCY SVS LTD | 1.4% |
|
ICICI BANK LTD | 1.2% |
|
HYNIX SEMICONDUCTOR INC | 1.2% |
|
NETEASE, INC | 1.1% |
|
HDFC BANK LTD-ADR | 1.0% |
|
CHINA MERCHANTS BANK - H | 0.9% |
JEMA Underweight Relative to FTHF
 |
WEG SA | -3.1% |
|
ITAU UNIBANCO HOLDING SA | -3.1% |
|
SAMSUNG ELECTRONICS CO LTD | -2.7% |
 |
GOLD FIELDS LTD | -2.5% |
|
WALMART DE MEXICO-SER V | -2.5% |
 |
SM INVESTMENTS CORP | -2.0% |
|
GRUPO FINANCIERO BANORTE-O | -1.8% |
 |
POLSKI KONCERN NAFTOWY SA | -1.8% |
|
FIRSTRAND LTD | -1.7% |
|
STANDARD BANK GROUP LTD | -1.6% |