Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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222
Number of overlapping holdings
25.6%
% of JHEM's 981 holdings also in KEMX
81.6%
% of KEMX's 301 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus KEMX)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in KEMX |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.5% | 14.2% | 4.5% |
 |
SAMSUNG ELECTRONICS CO LTD | 2.4% | 3.4% | 2.4% |
 |
RELIANCE INDS-SPONS GDR 144A | 4.5% | 2.1% | 2.1% |
|
HDFC BANK LIMITED | 1.3% | 1.6% | 1.3% |
|
ICICI BANK LTD | 1.0% | 1.7% | 1.0% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to KEMX
 |
TENCENT HOLDINGS LTD | 3.8% |
|
RELIANCE INDS-SPONS GDR 144A | 2.4% |
|
ALIBABA GROUP HOLDING LTD. | 2.0% |
|
CHINA CONSTRUCTION BANK-H | 1.0% |
|
INFOSYS TECHNOLOGIES LTD | 1.0% |
|
TRIP.COM GROUP LTD. | 0.7% |
|
IND & COMM BK OF CHINA - H | 0.6% |
|
BANK OF CHINA LTD - H | 0.6% |
|
JD.COM, INC. CLASS A | 0.6% |
 |
AL RAJHI BANK | 0.6% |
JHEM Underweight Relative to KEMX
|
TAIWAN SEMICONDUCTOR MANUFAC | -9.7% |
|
INFOSYS TECHNOLOGIES-SP ADR | -2.1% |
|
SAMSUNG ELECTRONICS CO LTD | -1.0% |
|
SAMSUNG ELECTRONICS-PFD | -0.8% |
|
HON HAI PRECISION INDUSTRY | -0.8% |
|
HYNIX SEMICONDUCTOR INC | -0.8% |
|
ICICI BANK LTD | -0.7% |
 |
QATAR NATIONAL BANK | -0.7% |
|
MEDIATEK INC | -0.6% |
|
BHARTI AIRTEL LIMITED | -0.5% |