EWY (Korea, concentrated) FLKR (broad index)
SK Hynix weight
27.2%
27.17%
19.23%
EWYFLKR
TTM yield
2.4%
1.11%
2.45%
EWYFLKR
Expense ratio
0.09%
0.59%
0.09%
EWYFLKR
Holdings breadth
162
78
162
EWYFLKR
Return, 120d
37.9%
35.57%
37.90%
EWYFLKR
YTD return, 2026
~88%
88.01%
87.89%
EWYFLKR
~1.4x the concentration onto SK Hynix per dollar invested, yet EWY and FLKR post nearly identical 2026 YTD returns (88.0% vs 87.9%). The denser single-name bet scores slightly higher near-term breadth while FLKR leans cheaper, more diversified, and higher-yielding.
weights are point-in-time;
drift is normal