Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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174
Number of overlapping holdings
20.5%
% of JHEM's 955 holdings also in RNEM
68.0%
% of RNEM's 280 holdings also in JHEM
Overlap by Weight
Sector Drift (JHEM minus RNEM)
Overlapping Holdings
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| Company | Weight in JHEM |
Weight in RNEM |
Overlap | |
|---|---|---|---|---|
 |
TENCENT HOLDINGS LTD | 3.4% | 2.8% | 2.8% |
 |
HDFC BANK LIMITED | 1.2% | 3.3% | 1.2% |
|
INFOSYS TECHNOLOGIES LTD | 1.0% | 2.6% | 1.0% |
|
ICICI BANK LTD | 1.0% | 3.1% | 1.0% |
|
CHINA CONSTRUCTION BANK-H | 0.9% | 0.7% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
JHEM Overweight Relative to RNEM
 |
TAIWAN SEMICONDUCTOR MANUFAC | 4.9% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.6% |
|
RELIANCE INDS-SPONS GDR 144A | 2.3% |
|
ALIBABA GROUP HOLDING LTD. | 1.3% |
|
ALIBABA GROUP HOLDING LTD. SPONSORED | 1.2% |
|
HON HAI PRECISION INDUSTRY | 1.0% |
|
MEDIATEK INC | 0.8% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 0.7% |
 |
PETROBRAS - PETROLEO BRAS-PR | 0.7% |
|
TENCENT HOLDINGS LTD | 0.6% |
JHEM Underweight Relative to RNEM
|
RELIANCE INDUSTRIES LTD | -6.3% |
|
KOTAK MAHINDRA BANK LTD | -2.8% |
|
ASIAN PAINTS LTD | -2.8% |
|
BAJAJ FINSERV LTD | -2.6% |
|
ICICI BANK LTD | -2.1% |
|
HDFC BANK LIMITED | -2.0% |
|
TATA CONSULTANCY SVS LTD | -2.0% |
|
PIDILITE INDUSTRIES LTD | -1.8% |
|
INFOSYS TECHNOLOGIES LTD | -1.6% |
 |
CHINA TOWER CORP. LTD. CLASS H | -1.3% |