AVEM vs FLTW overlap - what they share and where they differ
AVEM and FLTW share 20.7% 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 FLTW
20.7%
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
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 AVEM 98%, 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 AVEM side by side
AVEMAvantis Emerging Markets Equity ETF
1,401
stock positions reported to the SEC
77.4% of its weight is in 1,320 names FLTW does not hold
FLTWFranklin FTSE Taiwan ETF
132
stock positions reported to the SEC
21.7% of its weight is in 51 names AVEM does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: FLTW has 3.5 points more of it.
The figures side by side
| AVEM | FLTW | |
|---|---|---|
| Filing date | May 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 1,401 | 132 |
| Weight of the ten largest | 30.6% | 54.1% |
| Largest position | TSM 10.4% | TSM 19.8% |
| Held alone | 1,320 positions, 77.4% | 51 positions, 21.7% |
| Covered by stock positions | 98% | 100% |
Holdings they share
| Stock | In AVEM | In FLTW | Counted |
|---|---|---|---|
| TSMTaiwan Semiconductor Co Ltd | 10.44% | 19.84% | 10.44% |
| MEDIATEK INC | 1.11% | 9.14% | 1.11% |
| CHROMA ATE INC | 0.81% | 1.17% | 0.81% |
| DELTA ELECTRONICS INC | 0.77% | 5.51% | 0.77% |
| ASXASE Technology Holding Co Ltd | 0.65% | 3.30% | 0.65% |
| UMCUnited Microelectronics Corp | 0.64% | 2.81% | 0.64% |
| UNIMICRON TECHNOLOGY CORP | 0.52% | 2.07% | 0.52% |
| INHDInnoprise Plantations BHD | 0.40% | 0.74% | 0.40% |
| CTBC FINANCIAL HOLDING CO LTD | 0.39% | 1.84% | 0.39% |
| ZHEN DING TECHNOLOGY HOLDING LTD | 0.35% | 0.70% | 0.35% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in AVEM
Only in FLTW
Questions people ask
Is AVEM the same as FLTW?
20.7% of their weight sits in the same 81 holdings. AVEM also reports SKHY, SAMSUNG ELECTRONICS CO LTD, TENCENT HOLDINGS LTD, which the other does not. FLTW also reports HON HAI PRECISION INDUSTRY COMPANY LTD, ELITE MATERIAL COMPANY LTD, FUBON FINANCIAL HOLDING COMPANY LTD, which the other does not.
How is the overlap between AVEM 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 98% of AVEM and 100% of FLTW, so the number cannot exceed the smaller coverage.
Which holds more, FLTW or AVEM?
AVEM reports 1,401 stock positions and FLTW reports 132. 77.4% of AVEM's weight sits in names FLTW does not hold, and 21.7% of FLTW's weight in names AVEM does not hold. The ten largest positions are 30.6% of AVEM and 54.1% of FLTW.
How do AVEM and FLTW differ by sector?
The widest gap is Technology: FLTW has 3.5 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.