AIA vs ESGE overlap - what they share and where they differ

AIA and ESGE share 48.3% of their weight across 34 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.

AIA and ESGE

48.3%

34 shared positions

AIA

iShares Asia 50 ETF

Reported positions cover 100% of the fund, 50 positions · Jun 30, 2026

Top 10: 69.0%·Holdings of AIA

ESGE

iShares ESG Aware MSCI EM ETF

Reported positions cover 97% of the fund, 257 positions · May 31, 2026

Top 10: 40.2%·Holdings of ESGE

Reported positions cover AIA 100%, ESGE 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

ESGE vs AIA side by side

AIAiShares Asia 50 ETF

50

stock positions reported to the SEC

12.9% of its weight is in 16 names ESGE does not hold

ESGEiShares ESG Aware MSCI EM ETF

257

stock positions reported to the SEC

48.5% of its weight is in 223 names AIA does not hold

Where each fund's weight sits

AIA
ESGE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
39.7%
25.3%
Financial Services
1.3%
3.6%
Consumer Cyclical
0.7%
1.6%
Communication Services
0.0%
1.4%
Basic Materials
0.0%
1.3%
Healthcare
0.4%
0.0%

The widest gap is Technology: AIA has 14.5 points more of it.

The figures side by side

AIAESGE
Filing dateJun 30, 2026May 31, 2026
Stock positions reported50257
Weight of the ten largest69.0%40.2%
Largest positionTSM 24.1%TSM 14.9%
Held alone16 positions, 12.9%223 positions, 48.5%
Covered by stock positions100%97%

Holdings they share

StockIn AIAIn ESGECounted
TSMTaiwan Semiconductor Manufacturing Company Limited24.09%14.90%14.90%
SAMSUNG ELECTRONICS CO., LTD.18.99%9.77%9.77%
SKHYSK hynix Inc.5.34%4.62%4.62%
TENCENT HOLDINGS LIMITED4.38%2.64%2.64%
BABAAlibaba Group Holding Limited3.50%1.96%1.96%
MEDIATEK INC.4.34%1.50%1.50%
DELTA ELECTRONICS, INC.2.40%1.43%1.43%
CHINA CONSTRUCTION BANK CORPORATION2.03%1.34%1.34%
SK SQUARE CO., LTD.1.99%0.81%0.81%
UMCUnited Microelectronics Corporation1.26%0.80%0.80%

What each holds alone

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

Only in AIA

AIAIAIA Group Limited1.95%
DBS GROUP HOLDINGS LTD1.92%
OVERSEA-CHINESE BANKING CORPORATION LIMITED1.47%
BANK OF CHINA LIMITED1.07%
UNITED OVERSEAS BANK LIMITED0.88%
HONG KONG EXCHANGES AND CLEARING LIMITED0.87%
QUANTA COMPUTER INC.0.63%
SINGAPORE TELECOMMUNICATIONS LIMITED0.52%
CK HUTCHISON HOLDINGS LIMITED0.51%
TECHTRONIC INDUSTRIES COMPANY LIMITED0.50%

Only in ESGE

CHTChunghwa Telecom Co., Ltd.1.05%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.98%
LENOVO GROUP LIMITED0.90%
HDBHDFC BANK LIMITED0.86%
AL RAJHI BANKING AND INVESTMENT CORPORATION SJSC0.80%
SK INC.0.73%
RSRELIANCE INDUSTRIES LIMITED0.66%
PBRPetroleo Brasileiro S.A. (Petrobras)0.54%
THFFFirst Financial Holding Co. Ltd.0.53%
NEPI ROCKCASTLE N.V.0.52%

Questions people ask

Is AIA the same as ESGE?

48.3% of their weight sits in the same 34 holdings. AIA also reports AIAI, DBS GROUP HOLDINGS LTD, OVERSEA-CHINESE BANKING CORPORATION LIMITED, which the other does not. ESGE also reports CHT, SAMSUNG ELECTRO-MECHANICS CO.,LTD, LENOVO GROUP LIMITED, which the other does not.

How is the overlap between AIA and ESGE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of AIA and 97% of ESGE, so the number cannot exceed the smaller coverage.

Which holds more, ESGE or AIA?

AIA reports 50 stock positions and ESGE reports 257. 12.9% of AIA's weight sits in names ESGE does not hold, and 48.5% of ESGE's weight in names AIA does not hold. The ten largest positions are 69.0% of AIA and 40.2% of ESGE.

How do AIA and ESGE differ by sector?

The widest gap is Technology: AIA has 14.5 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.