JHEM vs EMCS overlap
JHEM and EMCS overlap 40.5% by weight, across 47 shared holdings.
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Top shared holdings
| Holding | JHEM | EMCS | Overlap |
|---|---|---|---|
| SK Hynix Inc.000660 | 7.71% | 9.23% | 7.71% |
| Samsung Electron005930 | 5.87% | 11.41% | 5.87% |
| TSMC2330 | 4.48% | 19.19% | 4.48% |
| Mediatek2454 | 2.38% | 2.40% | 2.38% |
| Tencent700 | 2.23% | 4.39% | 2.23% |
| BABA-W9988 | 1.70% | 3.00% | 1.70% |
| HON HAI2317 | 1.07% | 1.65% | 1.07% |
| ASE Technology H3711 | 0.94% | 1.22% | 0.94% |
| CCB-H939 | 0.81% | 1.41% | 0.81% |
| Reliance IndustrRELIANC | 0.77% | 1.11% | 0.77% |
| HDFC Bank Ltd.HDFCB | 0.70% | 1.62% | 0.70% |
| PDD Holdings Inc.PDD | 0.67% | 0.74% | 0.67% |
| Icici Bank Ltd.ICICIBC | 0.67% | 1.29% | 0.67% |
| Delta ELEC2308 | 0.65% | 2.25% | 0.65% |
| Netease Inc.9999 | 0.55% | 0.90% | 0.55% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: JHEM, SEC Form N-PORT, June 30, 2026; EMCS, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | JHEM | EMCS |
|---|---|---|
| Pallas Capital Advisors LLC | $24.9M | $291K |
| Envestnet Asset Management Inc. | $13.4M | $433K |
| Bank of America Corp. | $6.8M | $6.3M |
| Susquehanna International Group, LLP | $3.5M | $3.1M |
| Old Mission Capital LLC | $4.5M | $422K |
| Jane Street Group, LLC | $4.1M | $273K |
| Osaic Holdings, Inc. | $1.8M | $262K |
| Wells Fargo & Company | $1.8M | $11 |
| Northwestern Mutual Wealth Management Co | $1.5M | $108K |
| Royal Bank of Canada | $88K | $713K |
| Assetmark, Inc. | $37K | $1K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: JHEM institutional holders, EMCS institutional holders.
Frequently asked questions
How much do JHEM and EMCS overlap?
40.5% by weight, with 47 holdings in common, using holdings for JHEM as of June 30, 2026 and EMCS as of May 29, 2026. The largest shared position is 000660.
Do institutions hold both JHEM and EMCS?
11 Form 13F filers report positions in both, out of 52 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.