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
249
# OF OVERLAPPING
HOLDINGS
GEM
762
HOLDINGS
35%
ALSO IN JEMA
JEMA
537
HOLDINGS
56%
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 | 11.5% | 12.2% | 11.5% |
 |
TENCENT HOLDINGS LTD | 4.6% | 5.8% | 4.6% |
 |
SAMSUNG ELECTRONICS CO LTD | 3.6% | 5.1% | 3.6% |
|
ALIBABA GROUP HOLDING LTD. | 2.7% | 2.4% | 2.4% |
|
HYNIX SEMICONDUCTOR INC | 2.4% | 2.7% | 2.4% |
GEM Overweight Relative to JEMA
 |
ISHARES MSCI MALAYSIA ETF | 0.7% |
|
IND & COMM BK OF CHINA - H | 0.4% |
|
SAMSUNG ELECTRONICS-PFD | 0.4% |
|
CHINA CONSTRUCTION BANK-H | 0.3% |
 |
VALE SA | 0.3% |
 |
MEITUAN DIANPING | 0.3% |
 |
NEBIUS GROUP NV | 0.3% |
|
ALIBABA GROUP HOLDING LTD. | 0.3% |
 |
PINDUODUO, INC. SPONSORED ADR CLASS | 0.3% |
 |
HCL TECHNOLOGIES LTD | 0.3% |
GEM Underweight Relative to JEMA
|
SAMSUNG ELECTRONICS CO LTD | -1.5% |
|
TENCENT HOLDINGS LTD | -1.3% |
|
HDFC BANK LTD-ADR | -1.0% |
|
CONTEMPORARY AMPEREX TECHNOLOGY CO., | -0.8% |
|
PETROLEO BRASILEIRO S.A.-ADR | -0.8% |
|
PING AN INSURANCE GROUP CO-H | -0.7% |
|
NETEASE, INC | -0.7% |
|
TAIWAN SEMICONDUCTOR MANUFAC | -0.7% |
|
CHINA MERCHANTS BANK - H | -0.7% |
 |
BANCO BILBAO VIZCAYA ARGENTA | -0.7% |