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

ESGE and MCHI share 18.8% of their weight across 72 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 MCHI

18.8%

72 shared positions

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

MCHI

iShares MSCI China ETF

Reported positions cover 96% of the fund, 515 positions · May 31, 2026

Top 10: 41.3%·Holdings of MCHI

Reported positions cover ESGE 97%, MCHI 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

MCHI vs ESGE side by side

ESGEiShares ESG Aware MSCI EM ETF

257

stock positions reported to the SEC

76.9% of its weight is in 185 names MCHI does not hold

MCHIiShares MSCI China ETF

515

stock positions reported to the SEC

33.6% of its weight is in 443 names ESGE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.3%
15.5%
Financial Services
3.6%
0.0%
Consumer Cyclical
1.6%
3.1%
Communication Services
1.4%
0.0%
Basic Materials
1.3%
0.0%
Industrials
0.0%
1.0%

The widest gap is Technology: ESGE has 9.7 points more of it.

The figures side by side

ESGEMCHI
Filing dateMay 31, 2026May 31, 2026
Stock positions reported257515
Weight of the ten largest40.2%41.3%
Largest positionTSM 14.9%TENCENT HOLDINGS LIMITED 13.2%
Held alone185 positions, 76.9%443 positions, 33.6%
Covered by stock positions97%96%

Holdings they share

StockIn ESGEIn MCHICounted
TENCENT HOLDINGS LIMITED2.64%13.21%2.64%
BABAAlibaba Group Holding Limited1.96%10.14%1.96%
CHINA CONSTRUCTION BANK CORPORATION1.34%4.04%1.34%
LENOVO GROUP LIMITED0.90%0.94%0.90%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.0.77%2.15%0.77%
CHINA MERCHANTS BANK CO., LTD.0.55%1.17%0.55%
BYD COMPANY LIMITED0.49%1.81%0.49%
XIAOMI CORPORATION0.49%2.35%0.49%
NTESNETEASE, INC.0.43%1.63%0.43%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED0.41%2.25%0.41%

What each holds alone

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

Only in ESGE

TSMTaiwan Semiconductor Manufacturing Company Limited14.90%
SAMSUNG ELECTRONICS CO., LTD.9.77%
SKHYSK hynix Inc.4.62%
MEDIATEK INC.1.50%
DELTA ELECTRONICS, INC.1.43%
CHTChunghwa Telecom Co., Ltd.1.05%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.98%
HDBHDFC BANK LIMITED0.86%
SK SQUARE CO., LTD.0.81%
AL RAJHI BANKING AND INVESTMENT CORPORATION SJSC0.80%

Only in MCHI

BANK OF CHINA LIMITED1.88%
PETROCHINA COMPANY LIMITED1.20%
ZIJIN MINING GROUP COMPANY LIMITED1.17%
CHINA SHENHUA ENERGY COMPANY LIMITED0.84%
HUA HONG SEMICONDUCTOR LIMITED0.61%
KWEICHOW MOUTAI CO., LTD.0.56%
CHINA RESOURCES LAND LIMITED0.55%
CHINA PETROLEUM & CHEMICAL CORPORATION0.53%
PICC PROPERTY AND CASUALTY COMPANY LIMITED0.49%
WEICHAI POWER CO., LTD.0.47%

Questions people ask

Is ESGE the same as MCHI?

18.8% of their weight sits in the same 72 holdings. ESGE also reports TSM, SAMSUNG ELECTRONICS CO., LTD., SKHY, which the other does not. MCHI also reports BANK OF CHINA LIMITED, PETROCHINA COMPANY LIMITED, ZIJIN MINING GROUP COMPANY LIMITED, which the other does not.

How is the overlap between ESGE and MCHI 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 ESGE and 96% of MCHI, so the number cannot exceed the smaller coverage.

Which holds more, MCHI or ESGE?

ESGE reports 257 stock positions and MCHI reports 515. 76.9% of ESGE's weight sits in names MCHI does not hold, and 33.6% of MCHI's weight in names ESGE does not hold. The ten largest positions are 40.2% of ESGE and 41.3% of MCHI.

How do ESGE and MCHI differ by sector?

The widest gap is Technology: ESGE has 9.7 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.