EWY vs FLKR overlap - what they share and where they differ

EWY and FLKR share 36.4% of their weight across 17 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.

EWY and FLKR

36.4%

17 shared positions

EWY

iShares MSCI South Korea ETF

Reported positions cover 99% of the fund, 77 positions · May 31, 2026

Top 10: 69.7%·Holdings of EWY

FLKR

Franklin FTSE South Korea ETF

Reported positions cover 97% of the fund, 141 positions · Jun 30, 2026

Top 10: 63.8%·Holdings of FLKR

Reported positions cover EWY 99%, FLKR 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FLKR vs EWY side by side

EWYiShares MSCI South Korea ETF

77

stock positions reported to the SEC

58.4% of its weight is in 60 names FLKR does not hold

FLKRFranklin FTSE South Korea ETF

141

stock positions reported to the SEC

59.0% of its weight is in 124 names EWY does not hold

Where each fund's weight sits

EWY
FLKR
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
31.1%
27.5%
Financial Services
3.0%
4.3%
Communication Services
0.9%
0.7%
Basic Materials
0.8%
0.9%
Healthcare
0.4%
0.4%

The widest gap is Technology: EWY has 3.6 points more of it.

The figures side by side

EWYFLKR
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported77141
Weight of the ten largest69.7%63.8%
Largest positionSKHY 30.9%SKHY 27.4%
Held alone60 positions, 58.4%124 positions, 59.0%
Covered by stock positions99%97%

Holdings they share

StockIn EWYIn FLKRCounted
SKHYSK hynix Inc.30.85%27.39%27.39%
HYUNDAI MOTOR COMPANY2.43%2.46%2.43%
KBKB Financial Group Inc.1.40%2.01%1.40%
SHGSHINHAN FINANCIAL GROUP CO.,LTD1.03%1.50%1.03%
PKXPOSCO Holdings Inc.0.82%0.85%0.82%
WFWoori Financial Group Inc.0.53%0.73%0.53%
KTKT&G Corporation0.50%0.62%0.50%
HYUNDAI ROTEM COMPANY0.45%0.46%0.45%
ALTEOGEN INC0.44%0.53%0.44%
APREAPR Co Ltd0.36%0.35%0.35%

What each holds alone

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

Only in EWY

SAMSUNG ELECTRONICS CO., LTD.23.95%
SAMSUNG ELECTRO-MECHANICS CO.,LTD3.42%
SK SQUARE CO., LTD.3.08%
HYUNDAI MOBIS CO.,LTD1.22%
DOOSAN ENERBILITY CO., LTD.1.21%
SAMSUNG SDI CO., LTD.1.14%
HANWHA AEROSPACE CO., LTD.1.01%
KIA CORPORATION1.01%
SAMSUNG C&T CORPORATION0.99%
LG ELECTRONICS INC.0.96%

Only in FLKR

SAMSUNG ELECTRONICS CO LTD18.00%
SK SQUARE CO LTD4.30%
SAMSUNG ELECTRO MECHANICS4.17%
DOOSAN ENERBILITY CO LTD1.42%
SAMSUNG C&T CORP1.37%
KIA CORP1.20%
HANWHA AEROSPACE CO LTD1.19%
SAMSUNG LIFE INSURANCE COMPANY LTD1.18%
HANA FINANCIAL GROUP INC1.12%
SK INC1.12%

Questions people ask

Is EWY the same as FLKR?

36.4% of their weight sits in the same 17 holdings. EWY also reports SAMSUNG ELECTRONICS CO., LTD., SAMSUNG ELECTRO-MECHANICS CO.,LTD, SK SQUARE CO., LTD., which the other does not. FLKR also reports SAMSUNG ELECTRONICS CO LTD, SK SQUARE CO LTD, SAMSUNG ELECTRO MECHANICS, which the other does not.

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

Which holds more, FLKR or EWY?

EWY reports 77 stock positions and FLKR reports 141. 58.4% of EWY's weight sits in names FLKR does not hold, and 59.0% of FLKR's weight in names EWY does not hold. The ten largest positions are 69.7% of EWY and 63.8% of FLKR.

How do EWY and FLKR differ by sector?

The widest gap is Technology: EWY 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.

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.