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

AAXJ and MCHI share 25.0% 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 MCHI

25.0%

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

MCHI

iShares MSCI China ETF

Reported positions cover 96% of the fund, 515 positions · May 31, 2026

Top 10: 41.3%·Holdings of MCHI

Reported positions cover AAXJ 97%, MCHI 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

MCHI vs AAXJ side by side

AAXJiShares MSCI All Country Asia ex Japan ETF

784

stock positions reported to the SEC

71.7% of its weight is in 417 names MCHI does not hold

MCHIiShares MSCI China ETF

515

stock positions reported to the SEC

2.9% of its weight is in 148 names AAXJ does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
27.8%
15.5%
Consumer Cyclical
1.8%
3.1%
Financial Services
2.8%
0.0%
Industrials
0.4%
1.0%
Healthcare
0.0%
0.8%
Communication Services
0.4%
0.0%

The widest gap is Technology: AAXJ has 12.3 points more of it.

The figures side by side

AAXJMCHI
Filing dateApr 30, 2026May 31, 2026
Stock positions reported784515
Weight of the ten largest40.5%41.3%
Largest positionTSM 16.3%TENCENT HOLDINGS LIMITED 13.2%
Held alone417 positions, 71.7%148 positions, 2.9%
Covered by stock positions97%96%

Holdings they share

StockIn AAXJIn MCHICounted
TENCENT HOLDINGS LIMITED3.70%13.21%3.70%
BABAAlibaba Group Holding Limited2.70%10.14%2.70%
CHINA CONSTRUCTION BANK CORPORATION1.05%4.04%1.05%
XIAOMI CORPORATION0.62%2.35%0.62%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED0.59%2.25%0.59%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.0.57%2.15%0.57%
BYD COMPANY LIMITED0.51%1.81%0.51%
MEITUAN0.51%1.84%0.51%
BANK OF CHINA LIMITED0.45%1.88%0.45%
NTESNETEASE, INC.0.39%1.63%0.39%

What each holds alone

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

Only in AAXJ

TSMTaiwan Semiconductor Manufacturing Company Limited16.28%
SAMSUNG ELECTRONICS CO., LTD.7.62%
SKHYSK hynix Inc.4.63%
DELTA ELECTRONICS, INC.1.30%
MEDIATEK INC.1.21%
AIAIAIA Group Limited1.09%
DBS GROUP HOLDINGS LTD0.90%
HDBHDFC BANK LIMITED0.88%
RSRELIANCE INDUSTRIES LIMITED0.88%
HON HAI PRECISION INDUSTRY CO., LTD.0.85%

Only in MCHI

MUYUAN FOODS GROUP CO.,LTD.0.07%
ACCELINK TECHNOLOGIES CO., LTD.0.06%
BIWIN STORAGE TECHNOLOGY CO LTD0.06%
HENGTONG OPTIC-ELECTRIC CO.,LTD0.06%
PIOTECH INC0.06%
SHENZHEN LONGSYS ELECTRONICS CO LTD0.06%
CHINA TUNGSTEN AND HIGHTECH MATERIALS CO., LTD.0.05%
HANGZHOU CHANGCHUAN TECHNOLOGY CO LTD0.05%
SHENZHEN TECHWINSEMI TECHNOLOGY CO LTD0.05%
YUANJIE SEMICONDUCTOR TECHNOLOGY CO LTD0.05%

Questions people ask

Is AAXJ the same as MCHI?

25.0% of their weight sits in the same 367 holdings. AAXJ also reports TSM, SAMSUNG ELECTRONICS CO., LTD., SKHY, which the other does not. MCHI also reports MUYUAN FOODS GROUP CO.,LTD., ACCELINK TECHNOLOGIES CO., LTD., BIWIN STORAGE TECHNOLOGY CO LTD, which the other does not.

How is the overlap between AAXJ and MCHI 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 96% of MCHI, so the number cannot exceed the smaller coverage.

Which holds more, MCHI or AAXJ?

AAXJ reports 784 stock positions and MCHI reports 515. 71.7% of AAXJ's weight sits in names MCHI does not hold, and 2.9% of MCHI's weight in names AAXJ does not hold. The ten largest positions are 40.5% of AAXJ and 41.3% of MCHI.

How do AAXJ and MCHI differ by sector?

The widest gap is Technology: AAXJ has 12.3 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.