AAXJ vs FLKR overlap - what they share and where they differ
AAXJ and FLKR share 21.3% of their weight across 70 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 FLKR
21.3%
70 shared positions
AAXJ
iShares MSCI All Country Asia ex Japan ETF
Reported positions cover 97% of the fund, 838 positions · Jul 31, 2026
Top 10: 43.2%·Holdings of AAXJ
FLKR
Franklin FTSE South Korea ETF
Reported positions cover 97% of the fund, 141 positions · Jun 30, 2026
Top 10: 63.8%·Holdings of FLKR
Reported positions cover AAXJ 97%, FLKR 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
FLKR vs AAXJ side by side
AAXJiShares MSCI All Country Asia ex Japan ETF
838
stock positions reported to the SEC
75.6% of its weight is in 768 names FLKR does not hold
FLKRFranklin FTSE South Korea ETF
141
stock positions reported to the SEC
10.6% of its weight is in 71 names AAXJ does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: AAXJ has 2.7 points more of it.
The figures side by side
| AAXJ | FLKR | |
|---|---|---|
| Filing date | Jul 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 838 | 141 |
| Weight of the ten largest | 43.2% | 63.8% |
| Largest position | TSM 17.2% | SKHY 27.4% |
| Held alone | 768 positions, 75.6% | 71 positions, 10.6% |
| Covered by stock positions | 97% | 97% |
Holdings they share
| Stock | In AAXJ | In FLKR | Counted |
|---|---|---|---|
| SAMSUNG ELECTRONICS CO., LTD. | 8.63% | 18.00% | 8.63% |
| SKHYSK hynix Inc. | 5.93% | 27.39% | 5.93% |
| SK SQUARE CO., LTD. | 0.60% | 4.30% | 0.60% |
| KBKB Financial Group Inc. | 0.39% | 2.01% | 0.39% |
| HYUNDAI MOTOR COMPANY | 0.33% | 2.46% | 0.33% |
| SHGSHINHAN FINANCIAL GROUP CO.,LTD | 0.27% | 1.50% | 0.27% |
| HANA FINANCIAL GROUP INCHana Financial Group Inc. | 0.23% | 1.12% | 0.23% |
| HANWHA AEROSPACE CO., LTD. | 0.20% | 1.19% | 0.20% |
| KIA CORPKIA CORPORATION | 0.20% | 1.20% | 0.20% |
| CELLTRION, INC. | 0.19% | 0.92% | 0.19% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AAXJ
Only in FLKR
Questions people ask
Is AAXJ the same as FLKR?
21.3% of their weight sits in the same 70 holdings. AAXJ also reports TSM, TENCENT HOLDINGS LIMITED, BABA, which the other does not. FLKR also reports SAMSUNG ELECTRO MECHANICS, LG CHEMICAL LTD, LG INNOTEK CO LTD, which the other does not.
How is the overlap between AAXJ and FLKR 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 97% of FLKR, so the number cannot exceed the smaller coverage.
Which holds more, FLKR or AAXJ?
AAXJ reports 838 stock positions and FLKR reports 141. 75.6% of AAXJ's weight sits in names FLKR does not hold, and 10.6% of FLKR's weight in names AAXJ does not hold. The ten largest positions are 43.2% of AAXJ and 63.8% of FLKR.
How do AAXJ and FLKR differ by sector?
The widest gap is Technology: AAXJ has 2.7 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.
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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.