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

ESGE and SCHE share 25.3% of their weight across 52 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 SCHE

25.3%

52 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

SCHE

Schwab Emerging Markets Equity ETF

Reported positions cover 97% of the fund, 1,364 positions · May 31, 2026

Top 10: 30.4%·Holdings of SCHE

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

SCHE vs ESGE side by side

ESGEiShares ESG Aware MSCI EM ETF

257

stock positions reported to the SEC

67.0% of its weight is in 205 names SCHE does not hold

SCHESchwab Emerging Markets Equity ETF

1,364

stock positions reported to the SEC

68.0% of its weight is in 1,312 names ESGE does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
25.3%
23.7%
Financial Services
3.6%
2.6%
Consumer Cyclical
1.6%
2.0%
Communication Services
1.4%
0.0%
Basic Materials
1.3%
0.9%
Industrials
0.0%
0.5%

The widest gap is Technology: ESGE has 1.6 points more of it.

The figures side by side

ESGESCHE
Filing dateMay 31, 2026May 31, 2026
Stock positions reported2571,364
Weight of the ten largest40.2%30.4%
Largest positionTSM 14.9%TSM 17.1%
Held alone205 positions, 67.0%1,312 positions, 68.0%
Covered by stock positions97%97%

Holdings they share

StockIn ESGEIn SCHECounted
TSMTaiwan Semiconductor Manufacturing Company Limited14.90%17.06%14.90%
BABAAlibaba Group Holding Limited1.96%2.57%1.96%
HDBHDFC BANK LIMITED0.86%0.83%0.83%
RSRELIANCE INDUSTRIES LIMITED0.66%0.88%0.66%
ASXASE Technology Holding Co., Ltd.0.56%0.59%0.56%
UMCUnited Microelectronics Corporation0.80%0.50%0.50%
AUANGLOGOLD ASHANTI PLC0.43%0.45%0.43%
NTESNETEASE, INC.0.43%0.42%0.42%
IBNICICI BANK LIMITED0.40%0.65%0.40%
INFYINFOSYS LIMITED0.51%0.39%0.39%

What each holds alone

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

Only in ESGE

SAMSUNG ELECTRONICS CO., LTD.9.77%
SKHYSK hynix Inc.4.62%
TENCENT HOLDINGS LIMITED2.64%
MEDIATEK INC.1.50%
DELTA ELECTRONICS, INC.1.43%
CHINA CONSTRUCTION BANK CORPORATION1.34%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.98%
LENOVO GROUP LIMITED0.90%
SK SQUARE CO., LTD.0.81%
AL RAJHI BANKING AND INVESTMENT CORPORATION SJSC0.80%

Only in SCHE

TENCENT HOLDINGS LTD3.15%
MEDIATEK INC1.88%
DELTA ELECTRONICS INC1.40%
HON HAI PRECISION INDUSTRY CO LTD1.04%
CHINA CONSTRUCTION BANK CORP0.90%
INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD0.68%
PDDPDD Holdings Inc0.60%
XIAOMI CORP0.57%
VALE SA0.55%
BHARTI AIRTEL LTD0.54%

Questions people ask

Is ESGE the same as SCHE?

25.3% of their weight sits in the same 52 holdings. ESGE also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, TENCENT HOLDINGS LIMITED, which the other does not. SCHE also reports TENCENT HOLDINGS LTD, MEDIATEK INC, DELTA ELECTRONICS INC, which the other does not.

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

Which holds more, SCHE or ESGE?

ESGE reports 257 stock positions and SCHE reports 1,364. 67.0% of ESGE's weight sits in names SCHE does not hold, and 68.0% of SCHE's weight in names ESGE does not hold. The ten largest positions are 40.2% of ESGE and 30.4% of SCHE.

How do ESGE and SCHE differ by sector?

The widest gap is Technology: ESGE has 1.6 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.

Other pairs with these funds

SCHE 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.