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

EMXC and ESGE share 57.4% of their weight across 185 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.

EMXC and ESGE

57.4%

185 shared positions

EMXC

iShares MSCI Emerging Markets ex China ETF

Reported positions cover 98% of the fund, 582 positions · May 31, 2026

Top 10: 45.0%·Holdings of EMXC

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 EMXC 98%, 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 EMXC side by side

EMXCiShares MSCI Emerging Markets ex China ETF

582

stock positions reported to the SEC

27.9% of its weight is in 397 names ESGE does not hold

ESGEiShares ESG Aware MSCI EM ETF

257

stock positions reported to the SEC

19.9% of its weight is in 72 names EMXC does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
28.3%
25.3%
Financial Services
3.7%
3.6%
Basic Materials
2.1%
1.3%
Consumer Cyclical
1.0%
1.6%
Communication Services
0.0%
1.4%
Energy
0.8%
0.0%

The widest gap is Technology: EMXC has 3.1 points more of it.

The figures side by side

EMXCESGE
Filing dateMay 31, 2026May 31, 2026
Stock positions reported582257
Weight of the ten largest45.0%40.2%
Largest positionTSM 17.9%TSM 14.9%
Held alone397 positions, 27.9%72 positions, 19.9%
Covered by stock positions98%97%

Holdings they share

StockIn EMXCIn ESGECounted
TSMTaiwan Semiconductor Manufacturing Company Limited17.94%14.90%14.90%
SAMSUNG ELECTRONICS CO., LTD.10.82%9.77%9.77%
SKHYSK hynix Inc.8.35%4.62%4.62%
MEDIATEK INC.2.04%1.50%1.50%
DELTA ELECTRONICS, INC.1.47%1.43%1.43%
HDBHDFC BANK LIMITED0.87%0.86%0.86%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.78%0.98%0.78%
SK SQUARE CO., LTD.0.75%0.81%0.75%
RSRELIANCE INDUSTRIES LIMITED0.83%0.66%0.66%
HON HAI PRECISION INDUSTRY CO., LTD.1.13%0.63%0.63%

What each holds alone

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

Only in EMXC

VALEVALE S.A.0.58%
BHARTI AIRTEL LIMITED0.49%
ELITE MATERIAL CO., LTD.0.48%
SAUDI ARABIAN OIL COMPANY0.44%
UNIMICRON TECHNOLOGY CORP.0.43%
GRUPO MEXICO, S.A.B. DE C.V.0.38%
NBHCNATIONAL BANK OF GREECE S.A.0.38%
YAGEO CORPORATION0.38%
THE SAUDI NATIONAL BANK SJSC0.31%
HYUNDAI MOBIS CO.,LTD0.30%

Only in ESGE

TENCENT HOLDINGS LIMITED2.64%
BABAAlibaba Group Holding Limited1.96%
CHINA CONSTRUCTION BANK CORPORATION1.34%
LENOVO GROUP LIMITED0.90%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.0.77%
CHINA MERCHANTS BANK CO., LTD.0.55%
BYD COMPANY LIMITED0.49%
XIAOMI CORPORATION0.49%
NTESNETEASE, INC.0.43%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED0.41%

Questions people ask

Is EMXC the same as ESGE?

57.4% of their weight sits in the same 185 holdings. EMXC also reports VALE, BHARTI AIRTEL LIMITED, ELITE MATERIAL CO., LTD., which the other does not. ESGE also reports TENCENT HOLDINGS LIMITED, BABA, CHINA CONSTRUCTION BANK CORPORATION, which the other does not.

How is the overlap between EMXC 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 98% of EMXC and 97% of ESGE, so the number cannot exceed the smaller coverage.

Which holds more, ESGE or EMXC?

EMXC reports 582 stock positions and ESGE reports 257. 27.9% of EMXC's weight sits in names ESGE does not hold, and 19.9% of ESGE's weight in names EMXC does not hold. The ten largest positions are 45.0% of EMXC and 40.2% of ESGE.

How do EMXC and ESGE differ by sector?

The widest gap is Technology: EMXC has 3.1 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.

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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.