YMM

Full Truck Alliance Co. Ltd.

StockTechnologySoftware - ApplicationCN$9.2B market cap

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YMM total return with dividends reinvested, from daily closes

Held by ETFs: $197M; in funds that list it in their top 10
Share of the company: ≈2%; of Full Truck Alliance Co. held through ETFs
Top-10 holding in: 5 ETFs; one of their ten biggest
Built on YMM alone: 0 ETFs; […]
Most per dollar · basket: KWEB 3.2%; $32 of every $1,000
Biggest holder: KWEB $139M; of YMM, 3.2% of the fund

Every ETF Theme Built Around YMM

YTD

Heaviest YMM Baskets

YTD

$32per $1,000 in KWEB

KWEB3.2%−31.6%DWLD6.7%−4.0%DINT6.4%−3.8%PGJ4.4%−25.1%BKEM0.1%+12.8%

Corner: YMM weight · YMM is the biggest slice

YMM Through Other ETFs

YTD

$27per $1,000 in KBUF

KBUF2.7%−17.8%KPRO2.5%−7.3%CWEB0.9%−58.4%

Corner: YMM weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in YMM Sits

Today

72%in Thematic funds

Thematic $142MOther $38MInternational $17M

KWEB$139M · 3.2%PGJDWLD$38M · 6.7%DINT$17M · 6.4%BKEM

Tile size = dollars of YMM held% = YMM’s weight in the fund

End-of-day Nov 4, 2026 · $197M across funds that list YMM in their top 10

Open in desk

More of It

Most YMM per $1,000

Today

$67of YMM per $1,000 in DWLD, the heaviest basket

#FundNameIssuerPer $1K ▼YTDOpen

1DWLDDavis Select Worldwide ETFDavis$67−4.0%Open

2DINTDavis Select International ETFDavis$64−3.8%Open

3PGJInvesco Golden Dragon China ETFInvesco$44−25.1%Open

4KWEBKraneShares CSI China Internet ETFKraneShares$32−31.6%Open

5BKEMBNY Mellon Emerging Markets Equity ETFBNY Mellon$1+12.8%Open

End-of-day Nov 4, 2026 · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding YMM

Today

$32in KWEB, the heaviest basket

FundPer $1,000YTD

KWEB$32−31.6%

DWLD$67−4.0%

DINT$64−3.8%

PGJ$44−25.1%

BKEM$1+12.8%

End-of-day Nov 4, 2026 · bars run to $200

Thematic ETFs

PGJ vs KWEB

YTD

PGJInvesco · ChinaKWEBKraneShares · China

Year to date

−25.1%

−31.6%

PGJ wins+6.5 pts

Past year

−31.8%

−38.2%

PGJ wins+6.4 pts

Fee

0.70%

0.69%

KWEB winslower fee

Yield

2.0%

9.0%

KWEB wins+7.0 pts

AUM

$77.7M

$4.3B

KWEB55.6× more

2–2level

End-of-day Nov 3, 2026 · AUM not scored

YMM Themes Ranked by Return

YTD

−25.1%PGJ, the best of the theme funds holding YMM

#FundNameIssuerYTD ▼YMMOpen

1PGJInvesco Golden Dragon China ETFInvesco−25.1%4.4%Open

2KWEBKraneShares CSI China Internet ETFKraneShares−31.6%3.2%Open

End-of-day Nov 4, 2026 · YMM = its weight in each fund

China vs Thematic

Average · YTD

PGJ

−25.1%

KWEB

−31.6%

Thematic average

+7.7%

End-of-day Nov 3, 2026