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

AVEM and FLKR share 18.3% of their weight across 81 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 FLKR

18.3%

81 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

FLKR

Franklin FTSE South Korea ETF

Reported positions cover 97% of the fund, 141 positions · Jun 30, 2026

Top 10: 63.8%·Holdings of FLKR

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

FLKR vs AVEM side by side

AVEMAvantis Emerging Markets Equity ETF

1,401

stock positions reported to the SEC

79.8% of its weight is in 1,320 names FLKR does not hold

FLKRFranklin FTSE South Korea ETF

141

stock positions reported to the SEC

23.6% of its weight is in 60 names AVEM does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
22.9%
27.5%
Financial Services
3.3%
4.3%
Consumer Cyclical
1.6%
0.0%
Basic Materials
1.4%
0.9%
Industrials
0.7%
0.0%
Communication Services
0.0%
0.7%

The widest gap is Technology: FLKR has 4.6 points more of it.

The figures side by side

AVEMFLKR
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,401141
Weight of the ten largest30.6%63.8%
Largest positionTSM 10.4%SKHY 27.4%
Held alone1,320 positions, 79.8%60 positions, 23.6%
Covered by stock positions98%97%

Holdings they share

StockIn AVEMIn FLKRCounted
SKHYSK hynix Inc7.82%27.39%7.82%
SAMSUNG ELECTRONICS CO LTD5.70%18.00%5.70%
KBKB Financial Group Inc0.38%2.01%0.38%
LG ELECTRONICS INC0.38%0.79%0.38%
KIA CORP0.34%1.20%0.34%
SHGShinhan Financial Group Co Ltd0.34%1.50%0.34%
HANA FINANCIAL GROUP INC0.33%1.12%0.33%
HANWHA AEROSPACE CO LTD0.27%1.19%0.27%
WFWoori Financial Group Inc0.21%0.73%0.21%
HD HYUNDAI CO LTD0.19%0.31%0.19%

What each holds alone

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

Only in AVEM

TSMTaiwan Semiconductor Co Ltd10.44%
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%
HYUNDAI MOTOR CO0.70%
PDDPDD Holdings Inc0.70%

Only in FLKR

SK SQUARE CO LTD4.30%
SAMSUNG ELECTRO MECHANICS4.17%
HYUNDAI MOTOR COMPANY2.46%
SAMSUNG LIFE INSURANCE COMPANY LTD1.18%
HYUNDAI MOBIS COMPANY LTD1.06%
SAMSUNG SDI COMPANY LTD1.06%
SAMSUNG FIRE & MARINE INSURANCE COMPANY LTD0.68%
HD KOREA SHIPBUILDING&OFFSHORE ENGINEERING CO LTD0.58%
SAMSUNG HEAVY INDUSTRIES COMPANY LTD0.58%
ALTEOGEN INC0.53%

Questions people ask

Is AVEM the same as FLKR?

18.3% of their weight sits in the same 81 holdings. AVEM also reports TSM, TENCENT HOLDINGS LTD, MEDIATEK INC, which the other does not. FLKR also reports SK SQUARE CO LTD, SAMSUNG ELECTRO MECHANICS, HYUNDAI MOTOR COMPANY, which the other does not.

How is the overlap between AVEM and FLKR 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 97% of FLKR, so the number cannot exceed the smaller coverage.

Which holds more, FLKR or AVEM?

AVEM reports 1,401 stock positions and FLKR reports 141. 79.8% of AVEM's weight sits in names FLKR does not hold, and 23.6% of FLKR's weight in names AVEM does not hold. The ten largest positions are 30.6% of AVEM and 63.8% of FLKR.

How do AVEM and FLKR differ by sector?

The widest gap is Technology: FLKR has 4.6 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.