EWT vs SCHE overlap - what they share and where they differ
EWT and SCHE share 30.7% of their weight across 71 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.
EWT and SCHE
30.7%
71 shared positions
EWT
iShares MSCI Taiwan ETF
Reported positions cover 99% of the fund, 77 positions · Aug 31, 2026
Top 10: 47.0%·Holdings of EWT
SCHE
Schwab Emerging Markets Equity ETF
Reported positions cover 98% of the fund, 2,004 positions · May 31, 2026
Top 10: 30.4%·Holdings of SCHE
Reported positions cover EWT 99%, SCHE 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SCHE vs EWT side by side
EWTiShares MSCI Taiwan ETF
77
stock positions reported to the SEC
5.6% of its weight is in 6 names SCHE does not hold
SCHESchwab Emerging Markets Equity ETF
2,004
stock positions reported to the SEC
67.5% of its weight is in 1,933 names EWT does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Financial Services: SCHE has 1.5 points more of it.
The figures side by side
| EWT | SCHE | |
|---|---|---|
| Filing date | Aug 31, 2026 | May 31, 2026 |
| Stock positions reported | 77 | 2,004 |
| Weight of the ten largest | 47.0% | 30.4% |
| Largest position | TSM 20.3% | TSM 17.1% |
| Held alone | 6 positions, 5.6% | 1,933 positions, 67.5% |
| Covered by stock positions | 99% | 98% |
Holdings they share
| Stock | In EWT | In SCHE | Counted |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Company Limited | 20.31% | 17.06% | 17.06% |
| MEDIATEK INC. | 6.05% | 1.88% | 1.88% |
| DELTA ELECTRONICS, INC. | 3.97% | 1.40% | 1.40% |
| HON HAI PRECISION INDUSTRY CO., LTD. | 3.35% | 1.04% | 1.04% |
| ASXASE Technology Holding Co., Ltd. | 2.62% | 0.59% | 0.59% |
| UMCUnited Microelectronics Corporation | 1.94% | 0.50% | 0.50% |
| ELITE MATERIAL CO., LTD. | 2.40% | 0.44% | 0.44% |
| UNIMICRON TECHNOLOGY CORP. | 2.20% | 0.42% | 0.42% |
| ACCTON TECHNOLOGY CORPORATION | 1.62% | 0.36% | 0.36% |
| YAGEO CORPORATION | 1.51% | 0.34% | 0.34% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in EWT
Only in SCHE
Questions people ask
Is EWT the same as SCHE?
30.7% of their weight sits in the same 71 holdings. EWT also reports TS FINANCIAL HOLDING CO., LTD., ASUSTEK COMPUTER INCORPORATION, KGI FINANCIAL HOLDING CO., LTD., which the other does not. SCHE also reports TENCENT HOLDINGS LIMITED, BABA, CHINA CONSTRUCTION BANK CORPORATION, which the other does not.
How is the overlap between EWT 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 99% of EWT and 98% of SCHE, so the number cannot exceed the smaller coverage.
Which holds more, SCHE or EWT?
EWT reports 77 stock positions and SCHE reports 2,004. 5.6% of EWT's weight sits in names SCHE does not hold, and 67.5% of SCHE's weight in names EWT does not hold. The ten largest positions are 47.0% of EWT and 30.4% of SCHE.
How do EWT and SCHE differ by sector?
The widest gap is Financial Services: SCHE has 1.5 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.