EEM vs ESGE overlap - what they share and where they differ

EEM and ESGE share 64.0% of their weight across 255 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.

EEM and ESGE

64.0%

255 shared positions

EEM

iShares MSCI Emerging Markets ETF

Reported positions cover 97% of the fund, 911 positions · May 31, 2026

Top 10: 39.5%·Holdings of EEM

ESGE

iShares ESG Aware MSCI EM ETF

Reported positions cover 97% of the fund, 257 positions · May 31, 2026

Top 10: 40.2%·Holdings of ESGE

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

ESGE vs EEM side by side

EEMiShares MSCI Emerging Markets ETF

911

stock positions reported to the SEC

28.8% of its weight is in 656 names ESGE does not hold

ESGEiShares ESG Aware MSCI EM ETF

257

stock positions reported to the SEC

0.1% of its weight is in 2 names EEM does not hold

Where each fund's weight sits

EEM
ESGE
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
25.7%
25.3%
Financial Services
3.0%
3.6%
Basic Materials
1.7%
1.3%
Consumer Cyclical
1.5%
1.6%
Communication Services
0.0%
1.4%
Energy
0.7%
0.0%

The widest gap is Communication Services: ESGE has 1.4 points more of it.

The figures side by side

EEMESGE
Filing dateMay 31, 2026May 31, 2026
Stock positions reported911257
Weight of the ten largest39.5%40.2%
Largest positionTSM 14.3%TSM 14.9%
Held alone656 positions, 28.8%2 positions, 0.1%
Covered by stock positions97%97%

Holdings they share

StockIn EEMIn ESGECounted
TSMTaiwan Semiconductor Manufacturing Company Limited14.26%14.90%14.26%
SAMSUNG ELECTRONICS CO., LTD.8.61%9.77%8.61%
SKHYSK hynix Inc.6.64%4.62%4.62%
TENCENT HOLDINGS LIMITED2.71%2.64%2.64%
BABAAlibaba Group Holding Limited2.08%1.96%1.96%
MEDIATEK INC.1.62%1.50%1.50%
DELTA ELECTRONICS, INC.1.17%1.43%1.17%
CHINA CONSTRUCTION BANK CORPORATION0.82%1.34%0.82%
HDBHDFC BANK LIMITED0.70%0.86%0.70%
RSRELIANCE INDUSTRIES LIMITED0.66%0.66%0.66%

What each holds alone

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

Only in EEM

VALEVALE S.A.0.46%
BHARTI AIRTEL LIMITED0.39%
ELITE MATERIAL CO., LTD.0.39%
BANK OF CHINA LIMITED0.38%
SAUDI ARABIAN OIL COMPANY0.35%
UNIMICRON TECHNOLOGY CORP.0.35%
NBHCNATIONAL BANK OF GREECE S.A.0.31%
GRUPO MEXICO, S.A.B. DE C.V.0.30%
YAGEO CORPORATION0.30%
PETROCHINA COMPANY LIMITED0.25%

Only in ESGE

ORIENT SECURITIES COMPANY LIMITED0.10%
AXIATA GROUP BERHAD0.02%

Questions people ask

Is EEM the same as ESGE?

64.0% of their weight sits in the same 255 holdings. EEM also reports VALE, BHARTI AIRTEL LIMITED, ELITE MATERIAL CO., LTD., which the other does not. ESGE also reports ORIENT SECURITIES COMPANY LIMITED, AXIATA GROUP BERHAD, which the other does not.

How is the overlap between EEM and ESGE measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 97% of EEM and 97% of ESGE, so the number cannot exceed the smaller coverage.

Which holds more, ESGE or EEM?

EEM reports 911 stock positions and ESGE reports 257. 28.8% of EEM's weight sits in names ESGE does not hold, and 0.1% of ESGE's weight in names EEM does not hold. The ten largest positions are 39.5% of EEM and 40.2% of ESGE.

How do EEM and ESGE differ by sector?

The widest gap is Communication Services: ESGE has 1.4 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.

Other pairs with these funds

EEM against other funds in the table

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.