Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
39%
OVERLAP
BY WEIGHT
67
# OF OVERLAPPING
HOLDINGS
KEMX
301
HOLDINGS
25%
ALSO IN FTHF
FTHF
105
HOLDINGS
68%
ALSO IN KEMX
SECTOR DRIFT (KEMX minus FTHF)
OVERLAPPING HOLDINGS
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| Company | Weight in KEMX |
Weight in FTHF |
Overlap | |
|---|---|---|---|---|
 |
TAIWAN SEMICONDUCTOR MANUFAC | 15.4% | 8.9% | 8.9% |
 |
SAMSUNG ELECTRONICS CO LTD | 7.6% | 12.5% | 7.6% |
|
HYNIX SEMICONDUCTOR INC | 4.2% | 8.2% | 4.2% |
|
MEDIATEK INC | 1.8% | 3.5% | 1.8% |
|
DELTA ELECTRONICS INC | 1.6% | 2.6% | 1.6% |
KEMX Overweight Relative to FTHF
|
TAIWAN SEMICONDUCTOR MANUFAC | 6.5% |
 |
RELIANCE INDS-SPONS GDR 144A | 4.1% |
|
ICICI BANK LTD | 1.0% |
|
HON HAI PRECISION INDUSTRY | 0.9% |
 |
VALE SA | 0.9% |
|
HDFC BANK LIMITED | 0.9% |
|
BHARTI AIRTEL LIMITED | 0.8% |
|
PETROBRAS - PETROLEO BRAS | 0.7% |
|
ACCTON TECHNOLOGY CORP | 0.7% |
|
INFOSYS TECHNOLOGIES-SP ADR | 0.7% |
KEMX Underweight Relative to FTHF
|
PETROBRAS - PETROLEO BRAS-PR | -5.1% |
|
SAMSUNG ELECTRONICS CO LTD | -5.0% |
|
HYNIX SEMICONDUCTOR INC | -4.0% |
 |
GOLD FIELDS LTD | -2.5% |
|
ITAU UNIBANCO HOLDING SA | -2.5% |
|
ANGLO PLATINUM LTD | -2.4% |
|
MEDIATEK INC | -1.7% |
|
WEG SA | -1.6% |
|
FIRSTRAND LTD | -1.6% |
|
IMPALA PLATINUM HOLDINGS LTD | -1.5% |