Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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110
Number of overlapping holdings
40.3%
% of KEMX's 302 holdings also in ECON
56.7%
% of ECON's 210 holdings also in KEMX
Overlap by Weight
Sector Drift (KEMX minus ECON)
Overlapping Holdings
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| Company | Weight in KEMX |
Weight in ECON |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 11.2% | 5.0% | 5.0% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.1% | 4.1% | 4.1% |
|
HYNIX SEMICONDUCTOR INC | 1.7% | 1.7% | 1.7% |
 |
ICICI BANK LTD | 1.5% | 1.6% | 1.5% |
|
HDFC BANK LIMITED | 1.4% | 2.3% | 1.4% |
Position Highlights (Non-Overlapping Exposures)
KEMX Overweight Relative to ECON
|
TAIWAN SEMICONDUCTOR MANUFAC | 6.2% |
|
INFOSYS TECHNOLOGIES-SP ADR | 2.3% |
|
HON HAI PRECISION INDUSTRY | 1.7% |
|
SAMSUNG ELECTRONICS CO LTD | 1.0% |
 |
VALE SA | 0.9% |
|
SAMSUNG ELECTRONICS-PFD | 0.8% |
|
PETROBRAS - PETROLEO BRAS | 0.7% |
|
HINDUSTAN UNILEVER LIMITED | 0.7% |
|
KIA MOTORS CORPORATION | 0.7% |
|
TATA MOTORS LTD | 0.5% |
KEMX Underweight Relative to ECON
 |
ALIBABA GROUP HOLDING LTD. | -3.4% |
|
RELIANCE INDS-SPONS GDR 144A | -3.2% |
|
KWEICHOW MOUTAI CO LTD-A | -2.9% |
 |
MEITUAN DIANPING | -1.4% |
|
CHINA CONSTRUCTION BANK-H | -1.4% |
|
INFOSYS TECHNOLOGIES LTD | -1.4% |
 |
AL RAJHI BANK | -1.0% |
|
HDFC BANK LIMITED | -0.9% |
|
IND & COMM BK OF CHINA - H | -0.9% |
|
XIAOMI CORP. CLASS B | -0.9% |