ESGE vs FLTW overlap - what they share and where they differ
ESGE and FLTW share 27.6% of their weight across 36 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.
ESGE and FLTW
27.6%
36 shared positions
ESGE
iShares ESG Aware MSCI EM ETF
Reported positions cover 98% of the fund, 252 positions · Aug 31, 2026
Top 10: 39.0%·Holdings of ESGE
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 ESGE 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 ESGE side by side
ESGEiShares ESG Aware MSCI EM ETF
252
stock positions reported to the SEC
69.7% of its weight is in 216 names FLTW does not hold
FLTWFranklin FTSE Taiwan ETF
132
stock positions reported to the SEC
30.5% of its weight is in 96 names ESGE does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: ESGE has 3.6 points more of it.
The figures side by side
| ESGE | FLTW | |
|---|---|---|
| Filing date | Aug 31, 2026 | Jun 30, 2026 |
| Stock positions reported | 252 | 132 |
| Weight of the ten largest | 39.0% | 54.1% |
| Largest position | TSM 15.1% | TSM 19.8% |
| Held alone | 216 positions, 69.7% | 96 positions, 30.5% |
| Covered by stock positions | 98% | 100% |
Holdings they share
| Stock | In ESGE | In FLTW | Counted |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | 15.08% | 19.84% | 15.08% |
| MEDIATEK INC. | 1.41% | 9.14% | 1.41% |
| DELTA ELECTRONICS, INC. | 1.09% | 5.51% | 1.09% |
| CATHAY FINANCIAL HOLDING CO., LTD. | 0.84% | 1.37% | 0.84% |
| CHTChunghwa Telecom Co., Ltd. | 1.05% | 0.79% | 0.79% |
| YUANTA FINANCIAL HOLDING CO., LTD | 0.71% | 1.06% | 0.71% |
| UMCUnited Microelectronics Corporation | 0.66% | 2.81% | 0.66% |
| HON HAI PRECISION INDUSTRY CO., LTD. | 0.60% | 4.48% | 0.60% |
| ASXASE Technology Holding Co., Ltd. | 0.56% | 3.30% | 0.56% |
| THFFFirst Financial Holding Co. Ltd. | 0.50% | 0.54% | 0.50% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in ESGE
Only in FLTW
Questions people ask
Is ESGE the same as FLTW?
27.6% of their weight sits in the same 36 holdings. ESGE also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, TENCENT HOLDINGS LIMITED, which the other does not. FLTW also reports YAGEO CORPORATION, FUBON FINANCIAL HOLDING CO., LTD., QUANTA COMPUTER INC., which the other does not.
How is the overlap between ESGE 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 ESGE and 100% of FLTW, so the number cannot exceed the smaller coverage.
Which holds more, FLTW or ESGE?
ESGE reports 252 stock positions and FLTW reports 132. 69.7% of ESGE's weight sits in names FLTW does not hold, and 30.5% of FLTW's weight in names ESGE does not hold. The ten largest positions are 39.0% of ESGE and 54.1% of FLTW.
How do ESGE and FLTW differ by sector?
The widest gap is Financial Services: ESGE has 3.6 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.
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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.