Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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43
Number of overlapping holdings
15.8%
% of KEMX's 302 holdings also in EWY
46.7%
% of EWY's 98 holdings also in KEMX
Overlap by Weight
Sector Drift (KEMX minus EWY)
Overlapping Holdings
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| Company | Weight in KEMX |
Weight in EWY |
Overlap | |
|---|---|---|---|---|
 |
SAMSUNG ELECTRONICS CO LTD | 5.1% | 17.2% | 5.1% |
|
HYNIX SEMICONDUCTOR INC | 1.7% | 9.4% | 1.7% |
|
KB FINANCIAL GROUP INC | 0.7% | 3.5% | 0.7% |
|
HYUNDAI MOTOR CO | 0.7% | 2.9% | 0.7% |
|
KIA MOTORS CORPORATION | 0.7% | 2.4% | 0.7% |
Position Highlights (Non-Overlapping Exposures)
KEMX Overweight Relative to EWY
 |
TAIWAN SEMICONDUCTOR MANUFAC | 11.2% |
 |
INFOSYS TECHNOLOGIES-SP ADR | 2.3% |
|
HON HAI PRECISION INDUSTRY | 1.7% |
|
ICICI BANK LTD | 1.5% |
|
HDFC BANK LIMITED | 1.4% |
|
BHARTI AIRTEL LIMITED | 1.3% |
|
TATA CONSULTANCY SVS LTD | 1.3% |
|
MEDIATEK INC | 1.3% |
|
RELIANCE INDS-SPONS GDR 144A | 1.0% |
 |
VALE SA | 0.9% |
KEMX Underweight Relative to EWY
|
SAMSUNG ELECTRONICS CO LTD | -12.1% |
|
HYNIX SEMICONDUCTOR INC | -7.8% |
|
KB FINANCIAL GROUP INC | -2.8% |
|
CELLTRION INC | -2.6% |
|
HYUNDAI MOTOR CO | -2.1% |
|
NHN CORP | -2.0% |
|
SHINHAN FINANCIAL GROUP LTD | -2.0% |
|
KIA MOTORS CORPORATION | -1.8% |
|
ALTEOGEN INC. | -1.7% |
|
LG ENERGY SOLUTION LTD. | -1.7% |