ACWX vs EEM overlap - what they share and where they differ

ACWX and EEM share 31.8% of their weight across 756 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.

ACWX and EEM

31.8%

756 shared positions

ACWX

iShares MSCI ACWI ex U.S. ETF

Reported positions cover 98% of the fund, 1,483 positions · Apr 30, 2026

Top 10: 14.9%·Holdings of ACWX

EEM

iShares MSCI Emerging Markets ETF

Reported positions cover 97% of the fund, 911 positions · May 31, 2026

Top 10: 39.5%·Holdings of EEM

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

EEM vs ACWX side by side

ACWXiShares MSCI ACWI ex U.S. ETF

1,483

stock positions reported to the SEC

65.4% of its weight is in 727 names EEM does not hold

EEMiShares MSCI Emerging Markets ETF

911

stock positions reported to the SEC

1.8% of its weight is in 155 names ACWX does not hold

Where each fund's weight sits

ACWX
EEM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
11.8%
25.7%
Financial Services
9.0%
3.0%
Healthcare
3.2%
0.0%
Basic Materials
3.1%
1.7%
Energy
2.9%
0.7%
Consumer Cyclical
0.0%
1.5%

The widest gap is Technology: EEM has 13.9 points more of it.

The figures side by side

ACWXEEM
Filing dateApr 30, 2026May 31, 2026
Stock positions reported1,483911
Weight of the ten largest14.9%39.5%
Largest positionTSM 4.7%TSM 14.3%
Held alone727 positions, 65.4%155 positions, 1.8%
Covered by stock positions98%97%

Holdings they share

StockIn ACWXIn EEMCounted
TSMTaiwan Semiconductor Manufacturing Company Limited4.67%14.26%4.67%
SAMSUNG ELECTRONICS CO., LTD.2.19%8.61%2.19%
SKHYSK hynix Inc.1.33%6.64%1.33%
TENCENT HOLDINGS LIMITED1.07%2.71%1.07%
BABAAlibaba Group Holding Limited0.79%2.08%0.79%
DELTA ELECTRONICS, INC.0.37%1.17%0.37%
MEDIATEK INC.0.35%1.62%0.35%
CHINA CONSTRUCTION BANK CORPORATION0.32%0.82%0.32%
NBHCNATIONAL BANK OF GREECE S.A.0.26%0.31%0.26%
HDBHDFC BANK LIMITED0.25%0.70%0.25%

What each holds alone

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

Only in ACWX

ASMLASML Holding N.V.1.54%
HSBCHSBC HOLDINGS PLC0.86%
MUFGMitsubishi Corporation0.86%
ROCHE HOLDING AG0.82%
AZNASTRAZENECA PLC0.80%
NVSNovartis AG0.76%
NESTLE S.A.0.71%
SHELSHELL PLC0.71%
RYROYAL BANK OF CANADA0.69%
SIEMENS AKTIENGESELLSCHAFT0.62%

Only in EEM

FIBRA UNO ADMINISTRACION S.C.0.04%
SWIGGY LIMITED0.03%
ASSECO POLAND SPOLKA AKCYJNA0.02%
AVARY HOLDING (SHENZHEN) CO., LIMITED0.02%
BEIJING ENTERPRISES HOLDINGS LIMITED0.02%
CAIXA SEGURIDADE PARTICIPACOES SA0.02%
CHAOZHOU THREE-CIRCLE GROUP CO LTD0.02%
ENGIE BRASIL ENERGIA S.A.0.02%
FAR EAST HORIZON LIMITED0.02%
GULF BANK K.S.C.P0.02%

Questions people ask

Is ACWX the same as EEM?

31.8% of their weight sits in the same 756 holdings. ACWX also reports ASML, HSBC, MUFG, which the other does not. EEM also reports FIBRA UNO ADMINISTRACION S.C., SWIGGY LIMITED, ASSECO POLAND SPOLKA AKCYJNA, which the other does not.

How is the overlap between ACWX and EEM measured?

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

Which holds more, EEM or ACWX?

ACWX reports 1,483 stock positions and EEM reports 911. 65.4% of ACWX's weight sits in names EEM does not hold, and 1.8% of EEM's weight in names ACWX does not hold. The ten largest positions are 14.9% of ACWX and 39.5% of EEM.

How do ACWX and EEM differ by sector?

The widest gap is Technology: EEM has 13.9 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.

Other pairs with these funds

ACWX against other funds in the table

EEM against other funds in the table

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.