Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
53%
OVERLAP
BY WEIGHT
243
# OF OVERLAPPING
HOLDINGS
GEM
751
HOLDINGS
34%
ALSO IN JEMA
JEMA
549
HOLDINGS
55%
ALSO IN GEM
SECTOR DRIFT (GEM minus JEMA)
OVERLAPPING HOLDINGS
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| Company | Weight in GEM |
Weight in JEMA |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 13.9% | 13.4% | 13.4% |
 |
SAMSUNG ELECTRONICS CO LTD | 5.8% | 7.1% | 5.8% |
 |
TENCENT HOLDINGS LTD | 3.1% | 3.7% | 3.1% |
|
HYNIX SEMICONDUCTOR INC | 3.2% | 3.1% | 3.1% |
 |
RELIANCE INDS-SPONS GDR 144A | 1.9% | 1.9% | 1.9% |
GEM Overweight Relative to JEMA
 |
ISHARES MSCI MALAYSIA ETF | 0.6% |
|
TAIWAN SEMICONDUCTOR MANUFAC | 0.5% |
 |
NEBIUS GROUP NV | 0.4% |
 |
MEITUAN DIANPING | 0.4% |
|
MEDIATEK INC | 0.4% |
 |
VALE SA | 0.4% |
|
SAMSUNG ELECTRONICS-PFD | 0.3% |
|
IND & COMM BK OF CHINA - H | 0.3% |
|
CHINA CONSTRUCTION BANK-H | 0.3% |
|
HANMI SEMICONDUCTOR CO LTD | 0.3% |
GEM Underweight Relative to JEMA
|
PETROLEO BRASILEIRO S.A.-ADR | -1.4% |
|
SAMSUNG ELECTRONICS CO LTD | -1.3% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -1.0% |
|
DELTA ELECTRONICS INC | -1.0% |
|
HUAZHU GROUP LTD | -0.7% |
|
TENCENT HOLDINGS LTD | -0.6% |
|
ACCTON TECHNOLOGY CORP | -0.6% |
|
ELITE MATERIAL CO LTD | -0.6% |
|
PING AN INSURANCE GROUP CO-H | -0.6% |
|
MIDEA GROUP CO. LTD. CLASS A | -0.6% |