AAXJ vs EMXC overlap - what they share and where they differ

AAXJ and EMXC share 63.9% of their weight across 367 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

AAXJ and EMXC

63.9%

367 shared positions

AAXJ

iShares MSCI All Country Asia ex Japan ETF

Reported positions cover 97% of the fund, 784 positions · Apr 30, 2026

Top 10: 40.5%·Holdings of AAXJ

EMXC

iShares MSCI Emerging Markets ex China ETF

Reported positions cover 98% of the fund, 582 positions · May 31, 2026

Top 10: 45.0%·Holdings of EMXC

Reported positions cover AAXJ 97%, EMXC 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EMXC vs AAXJ side by side

AAXJiShares MSCI All Country Asia ex Japan ETF

784

stock positions reported to the SEC

31.7% of its weight is in 417 names EMXC does not hold

EMXCiShares MSCI Emerging Markets ex China ETF

582

stock positions reported to the SEC

20.0% of its weight is in 215 names AAXJ does not hold

Where each fund's weight sits

AAXJ
EMXC
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
27.8%
28.3%
Financial Services
2.8%
3.7%
Basic Materials
0.0%
2.1%
Consumer Cyclical
1.8%
1.0%
Energy
0.0%
0.8%
Communication Services
0.4%
0.0%

The widest gap is Basic Materials: EMXC has 2.1 points more of it.

The figures side by side

AAXJEMXC
Filing dateApr 30, 2026May 31, 2026
Stock positions reported784582
Weight of the ten largest40.5%45.0%
Largest positionTSM 16.3%TSM 17.9%
Held alone417 positions, 31.7%215 positions, 20.0%
Covered by stock positions97%98%

Holdings they share

StockIn AAXJIn EMXCCounted
TSMTaiwan Semiconductor Manufacturing Company Limited16.28%17.94%16.28%
SAMSUNG ELECTRONICS CO., LTD.7.62%10.82%7.62%
SKHYSK hynix Inc.4.63%8.35%4.63%
DELTA ELECTRONICS, INC.1.30%1.47%1.30%
MEDIATEK INC.1.21%2.04%1.21%
HDBHDFC BANK LIMITED0.88%0.87%0.87%
HON HAI PRECISION INDUSTRY CO., LTD.0.85%1.13%0.85%
RSRELIANCE INDUSTRIES LIMITED0.88%0.83%0.83%
IBNICICI BANK LIMITED0.67%0.68%0.67%
SK SQUARE CO., LTD.0.51%0.75%0.51%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in AAXJ

TENCENT HOLDINGS LIMITED3.70%
BABAAlibaba Group Holding Limited2.70%
AIAIAIA Group Limited1.09%
CHINA CONSTRUCTION BANK CORPORATION1.05%
DBS GROUP HOLDINGS LTD0.90%
XIAOMI CORPORATION0.62%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED0.59%
HONG KONG EXCHANGES AND CLEARING LIMITED0.57%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.0.57%
OVERSEA-CHINESE BANKING CORPORATION LIMITED0.55%

Only in EMXC

PBRPetroleo Brasileiro S.A. (Petrobras)0.72%
VALEVALE S.A.0.58%
AL RAJHI BANKING AND INVESTMENT CORPORATION SJSC0.52%
AUANGLOGOLD ASHANTI PLC0.47%
NU HOLDINGS LTD.0.44%
SAUDI ARABIAN OIL COMPANY0.44%
ITAU UNIBANCO HOLDING S.A.0.42%
NASPERS LIMITED0.40%
GRUPO MEXICO, S.A.B. DE C.V.0.38%
NBHCNATIONAL BANK OF GREECE S.A.0.38%

Questions people ask

Is AAXJ the same as EMXC?

63.9% of their weight sits in the same 367 holdings. AAXJ also reports TENCENT HOLDINGS LIMITED, BABA, AIAI, which the other does not. EMXC also reports PBR, VALE, AL RAJHI BANKING AND INVESTMENT CORPORATION SJSC, which the other does not.

How is the overlap between AAXJ and EMXC measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of AAXJ and 98% of EMXC, so the number cannot exceed the smaller coverage.

Which holds more, EMXC or AAXJ?

AAXJ reports 784 stock positions and EMXC reports 582. 31.7% of AAXJ's weight sits in names EMXC does not hold, and 20.0% of EMXC's weight in names AAXJ does not hold. The ten largest positions are 40.5% of AAXJ and 45.0% of EMXC.

How do AAXJ and EMXC differ by sector?

The widest gap is Basic Materials: EMXC has 2.1 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.