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

AIA and EWH share 4.3% of their weight across 5 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 EWH

4.3%

5 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

EWH

iShares MSCI Hong Kong ETF

Reported positions cover 88% of the fund, 23 positions · May 31, 2026

Top 10: 66.5%·Holdings of EWH

Reported positions cover AIA 100%, EWH 88% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EWH vs AIA side by side

AIAiShares Asia 50 ETF

50

stock positions reported to the SEC

95.2% of its weight is in 45 names EWH does not hold

EWHiShares MSCI Hong Kong ETF

23

stock positions reported to the SEC

39.3% of its weight is in 18 names AIA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
39.7%
26.9%
Financial Services
1.3%
0.0%
Consumer Cyclical
0.7%
0.0%
Healthcare
0.4%
0.0%

The widest gap is Technology: AIA has 12.8 points more of it.

The figures side by side

AIAEWH
Filing dateJun 30, 2026May 31, 2026
Stock positions reported5023
Weight of the ten largest69.0%66.5%
Largest positionTSM 24.1%AIAI 22.9%
Held alone45 positions, 95.2%18 positions, 39.3%
Covered by stock positions100%88%

Holdings they share

StockIn AIAIn EWHCounted
AIAIAIA Group Limited1.95%22.85%1.95%
HONG KONG EXCHANGES AND CLEARING LIMITED0.87%11.19%0.87%
CK HUTCHISON HOLDINGS LIMITED0.51%6.01%0.51%
TECHTRONIC INDUSTRIES COMPANY LIMITED0.50%4.34%0.50%
SUN HUNG KAI PROPERTIES LIMITED0.47%4.47%0.47%

What each holds alone

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

Only in AIA

TSMTaiwan Semiconductor Manufacturing Company Limited24.09%
SAMSUNG ELECTRONICS CO., LTD.18.99%
SKHYSK hynix Inc.5.34%
TENCENT HOLDINGS LIMITED4.38%
MEDIATEK INC.4.34%
BABAAlibaba Group Holding Limited3.50%
DELTA ELECTRONICS, INC.2.40%
CHINA CONSTRUCTION BANK CORPORATION2.03%
SK SQUARE CO., LTD.1.99%
HON HAI PRECISION INDUSTRY CO., LTD.1.93%

Only in EWH

BOC HONG KONG (HOLDINGS) LIMITED5.05%
CLPSCLP HOLDINGS LIMITED4.07%
CK ASSET HOLDINGS LIMITED3.03%
POWER ASSETS HOLDINGS LIMITED2.79%
THE HONG KONG AND CHINA GAS COMPANY LIMITED2.68%
WH GROUP LIMITED2.54%
JARDINE MATHESON HOLDINGS LIMITED2.31%
GALAXY ENTERTAINMENT GROUP LIMITED2.16%
SITC INTERNATIONAL HOLDINGS CO LTD1.74%
MTR CORPORATION LIMITED1.73%

Questions people ask

Is AIA the same as EWH?

4.3% of their weight sits in the same 5 holdings. AIA also reports TSM, SAMSUNG ELECTRONICS CO., LTD., SKHY, which the other does not. EWH also reports BOC HONG KONG (HOLDINGS) LIMITED, CLPS, CK ASSET HOLDINGS LIMITED, which the other does not.

How is the overlap between AIA and EWH 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 88% of EWH, so the number cannot exceed the smaller coverage.

Which holds more, EWH or AIA?

AIA reports 50 stock positions and EWH reports 23. 95.2% of AIA's weight sits in names EWH does not hold, and 39.3% of EWH's weight in names AIA does not hold. The ten largest positions are 69.0% of AIA and 66.5% of EWH.

How do AIA and EWH differ by sector?

The widest gap is Technology: AIA has 12.8 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.