AIA vs FLTW overlap - what they share and where they differ
AIA and FLTW share 34.2% of their weight across 10 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 FLTW
34.2%
10 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
FLTW
Franklin FTSE Taiwan ETF
Reported positions cover 100% of the fund, 132 positions · Jun 30, 2026
Top 10: 54.1%·Holdings of FLTW
Reported positions cover AIA 100%, FLTW 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
FLTW vs AIA side by side
AIAiShares Asia 50 ETF
50
stock positions reported to the SEC
61.1% of its weight is in 40 names FLTW does not hold
FLTWFranklin FTSE Taiwan ETF
132
stock positions reported to the SEC
48.5% of its weight is in 122 names AIA does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: AIA has 14.2 points more of it.
The figures side by side
| AIA | FLTW | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 50 | 132 |
| Weight of the ten largest | 69.0% | 54.1% |
| Largest position | TSM 24.1% | TSM 19.8% |
| Held alone | 40 positions, 61.1% | 122 positions, 48.5% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In AIA | In FLTW | Counted |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | 24.09% | 19.84% | 19.84% |
| MEDIATEK INC. | 4.34% | 9.14% | 4.34% |
| DELTA ELECTRONICS, INC. | 2.40% | 5.51% | 2.40% |
| HON HAI PRECISION INDUSTRY CO., LTD. | 1.93% | 4.48% | 1.93% |
| ASXASE Technology Holding Co., Ltd. | 1.57% | 3.30% | 1.57% |
| UMCUnited Microelectronics Corporation | 1.26% | 2.81% | 1.26% |
| CTBC FINANCIAL HOLDING CO., LTD. | 0.90% | 1.84% | 0.90% |
| FUBON FINANCIAL HOLDING CO., LTD. | 0.74% | 1.58% | 0.74% |
| QUANTA COMPUTER INC. | 0.63% | 1.42% | 0.63% |
| CATHAY FINANCIAL HOLDING CO., LTD. | 0.62% | 1.37% | 0.62% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AIA
Only in FLTW
Questions people ask
Is AIA the same as FLTW?
34.2% of their weight sits in the same 10 holdings. AIA also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, TENCENT HOLDINGS LIMITED, which the other does not. FLTW also reports YAGEO CORPORATION, ELITE MATERIAL CO., LTD., UNIMICRON TECHNOLOGY CORP., which the other does not.
How is the overlap between AIA and FLTW 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 100% of FLTW, so the number cannot exceed the smaller coverage.
Which holds more, FLTW or AIA?
AIA reports 50 stock positions and FLTW reports 132. 61.1% of AIA's weight sits in names FLTW does not hold, and 48.5% of FLTW's weight in names AIA does not hold. The ten largest positions are 69.0% of AIA and 54.1% of FLTW.
How do AIA and FLTW differ by sector?
The widest gap is Technology: AIA has 14.2 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.