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

FLIN and SCHE share 15.2% of their weight across 252 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.

FLIN and SCHE

15.2%

252 shared positions

FLIN

Franklin FTSE India ETF

Reported positions cover 100% of the fund, 274 positions · Jun 30, 2026

Top 10: 30.8%·Holdings of FLIN

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 FLIN 100%, 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 FLIN side by side

FLINFranklin FTSE India ETF

274

stock positions reported to the SEC

4.8% of its weight is in 22 names SCHE does not hold

SCHESchwab Emerging Markets Equity ETF

2,004

stock positions reported to the SEC

82.9% of its weight is in 1,752 names FLIN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
4.9%
24.1%
Financial Services
11.1%
2.6%
Consumer Cyclical
5.8%
2.1%
Basic Materials
0.0%
1.2%
Industrials
1.0%
0.7%
Healthcare
0.5%
0.0%

The widest gap is Technology: SCHE has 19.2 points more of it.

The figures side by side

FLINSCHE
Filing dateJun 30, 2026May 31, 2026
Stock positions reported2742,004
Weight of the ten largest30.8%30.4%
Largest positionHDB 5.7%TSM 17.1%
Held alone22 positions, 4.8%1,752 positions, 82.9%
Covered by stock positions100%98%

Holdings they share

StockIn FLINIn SCHECounted
RSRELIANCE INDUSTRIES LTD5.49%0.88%0.88%
HDBHDFC BANK LTD5.74%0.83%0.83%
IBNICICI BANK LTD4.61%0.65%0.65%
SUGPSUN TV NETWORK LTD2.01%0.58%0.58%
BHARTI AIRTEL LIMITEDBHARTI AIRTEL LTD3.55%0.54%0.54%
INFYINFOSYS LTD2.15%0.39%0.39%
AXIS BANK LIMITEDAXIS BANK LTD1.95%0.29%0.29%
INTRINTERGLOBE AVIATION LTD0.64%0.29%0.29%
MAHINDRA AND MAHINDRA LIMITEDMAHINDRA & MAHINDRA LTD1.80%0.28%0.28%
LARSEN AND TOUBRO LIMITEDLARSEN & TOUBRO LTD1.76%0.27%0.27%

What each holds alone

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

Only in FLIN

ASIAN PAINT LTD0.75%
APOLLO HOSPITALS ENTERPRISES LTD0.56%
TATA MOTORS LIMITEDTATA MOTORS LTD0.55%
CIPLA LIMITEDCIPLA LTD0.53%
HDFC LIFE INSURANCE COMPANY LIMITEDHDFC LIFE INSURANCE CO LTD0.35%
TORRENT PHARMACEUTICAL LTD0.31%
FSN E-COMMERCE VENTURES PRIVATE LTD0.25%
ABB LTD (IN)0.24%
PUNJAB NATIONAL BANK LTD0.16%
LENSKART SOLUTIONS LTD0.15%

Only in SCHE

TSMTaiwan Semiconductor Manufacturing Co Ltd17.06%
TENCENT HOLDINGS LIMITEDTencent Holdings Ltd3.15%
BABAAlibaba Group Holding Ltd2.57%
MEDIATEK INC.MediaTek Inc1.88%
DELTA ELECTRONICS, INC.Delta Electronics Inc1.40%
HON HAI PRECISION INDUSTRY CO., LTD.Hon Hai Precision Industry Co Ltd1.04%
CHINA CONSTRUCTION BANK CORPORATIONChina Construction Bank Corp0.90%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITEDIndustrial & Commercial Bank of China Ltd0.68%
PDDPDD Holdings Inc0.60%
ASXASE Technology Holding Co Ltd0.59%

Questions people ask

Is FLIN the same as SCHE?

15.2% of their weight sits in the same 252 holdings. FLIN also reports ASIAN PAINT LTD, APOLLO HOSPITALS ENTERPRISES LTD, TATA MOTORS LIMITED, which the other does not. SCHE also reports TSM, TENCENT HOLDINGS LIMITED, BABA, which the other does not.

How is the overlap between FLIN 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 100% of FLIN and 98% of SCHE, so the number cannot exceed the smaller coverage.

Which holds more, SCHE or FLIN?

FLIN reports 274 stock positions and SCHE reports 2,004. 4.8% of FLIN's weight sits in names SCHE does not hold, and 82.9% of SCHE's weight in names FLIN does not hold. The ten largest positions are 30.8% of FLIN and 30.4% of SCHE.

How do FLIN and SCHE differ by sector?

The widest gap is Technology: SCHE has 19.2 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.