AVEM vs FLIN overlap - what they share and where they differ

AVEM and FLIN share 8.5% of their weight across 171 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.

AVEM and FLIN

8.5%

171 shared positions

AVEM

Avantis Emerging Markets Equity ETF

Reported positions cover 98% of the fund, 1,401 positions · May 31, 2026

Top 10: 30.6%·Holdings of AVEM

FLIN

Franklin FTSE India ETF

Reported positions cover 100% of the fund, 278 positions · Jun 30, 2026

Top 10: 30.1%·Holdings of FLIN

Reported positions cover AVEM 98%, FLIN 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FLIN vs AVEM side by side

AVEMAvantis Emerging Markets Equity ETF

1,401

stock positions reported to the SEC

89.6% of its weight is in 1,230 names FLIN does not hold

FLINFranklin FTSE India ETF

278

stock positions reported to the SEC

19.0% of its weight is in 107 names AVEM does not hold

Where each fund's weight sits

AVEM
FLIN
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.9%
3.8%
Financial Services
3.3%
11.1%
Consumer Cyclical
1.6%
5.5%
Basic Materials
1.4%
0.0%
Industrials
0.7%
0.0%
Healthcare
0.0%
0.6%

The widest gap is Technology: AVEM has 19.1 points more of it.

The figures side by side

AVEMFLIN
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,401278
Weight of the ten largest30.6%30.1%
Largest positionTSM 10.4%HDB 5.7%
Held alone1,230 positions, 89.6%107 positions, 19.0%
Covered by stock positions98%100%

Holdings they share

StockIn AVEMIn FLINCounted
RSReliance Industrial Infrastructure Ltd0.47%5.49%0.47%
IBNICICI Bank Ltd0.46%4.61%0.46%
HDBHDFC Bank Ltd0.45%5.74%0.45%
INFYInfosys Ltd0.28%2.15%0.28%
LARSEN & TOUBRO LTD0.25%1.76%0.25%
HINDALCO INDUSTRIES LTD0.23%0.89%0.23%
MAHINDRA & MAHINDRA LTD0.23%1.80%0.23%
BAJAJ FINANCE LTD0.22%1.73%0.22%
TATA STEEL LTD0.22%0.96%0.22%
BHARTI AIRTEL LTD0.20%3.55%0.20%

What each holds alone

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

Only in AVEM

TSMTaiwan Semiconductor Co Ltd10.44%
SKHYSK hynix Inc7.82%
SAMSUNG ELECTRONICS CO LTD5.70%
TENCENT HOLDINGS LTD1.51%
MEDIATEK INC1.11%
CHINA CONSTRUCTION BANK CORP0.88%
BABAAlibaba Group Holding Ltd0.81%
CHROMA ATE INC0.81%
DELTA ELECTRONICS INC0.77%
HON HAI PRECISION INDUSTRY CO LTD0.76%

Only in FLIN

TITAN COMPANY LTD1.03%
ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD0.84%
ASIAN PAINT LTD0.75%
NESTLE' INDIA LTD0.64%
OIL AND NATURAL GAS CORP LTD0.58%
APOLLO HOSPITALS ENTERPRISES LTD0.56%
ITC LTD0.55%
TATA MOTORS LTD0.55%
CIPLA LTD0.53%
CHOLAMANDALAM INVESTMENT & FINANCE COMPANY LTD0.49%

Questions people ask

Is AVEM the same as FLIN?

8.5% of their weight sits in the same 171 holdings. AVEM also reports TSM, SKHY, SAMSUNG ELECTRONICS CO LTD, which the other does not. FLIN also reports TITAN COMPANY LTD, ADANI PORTS AND SPECIAL ECONOMIC ZONE LTD, ASIAN PAINT LTD, which the other does not.

How is the overlap between AVEM and FLIN 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 AVEM and 100% of FLIN, so the number cannot exceed the smaller coverage.

Which holds more, FLIN or AVEM?

AVEM reports 1,401 stock positions and FLIN reports 278. 89.6% of AVEM's weight sits in names FLIN does not hold, and 19.0% of FLIN's weight in names AVEM does not hold. The ten largest positions are 30.6% of AVEM and 30.1% of FLIN.

How do AVEM and FLIN differ by sector?

The widest gap is Technology: AVEM has 19.1 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.

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.