FLTW vs SCHE overlap - what they share and where they differ
FLTW and SCHE share 32.8% of their weight across 124 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.
FLTW and SCHE
32.8%
124 shared positions
FLTW
Franklin FTSE Taiwan ETF
Reported positions cover 100% of the fund, 132 positions · Jun 30, 2026
Top 10: 54.1%·Holdings of FLTW
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 FLTW 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 FLTW side by side
FLTWFranklin FTSE Taiwan ETF
132
stock positions reported to the SEC
2.8% of its weight is in 8 names SCHE does not hold
SCHESchwab Emerging Markets Equity ETF
2,004
stock positions reported to the SEC
65.3% of its weight is in 1,880 names FLTW does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: FLTW has 1.9 points more of it.
The figures side by side
| FLTW | SCHE | |
|---|---|---|
| Filing date | Jun 30, 2026 | May 31, 2026 |
| Stock positions reported | 132 | 2,004 |
| Weight of the ten largest | 54.1% | 30.4% |
| Largest position | TSM 19.8% | TSM 17.1% |
| Held alone | 8 positions, 2.8% | 1,880 positions, 65.3% |
| Covered by stock positions | 100% | 98% |
Holdings they share
| Stock | In FLTW | In SCHE | Counted |
|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | 19.84% | 17.06% | 17.06% |
| MEDIATEK INC.MEDIATEK INC | 9.14% | 1.88% | 1.88% |
| DELTA ELECTRONICS, INC.DELTA ELECTRONICS INC | 5.51% | 1.40% | 1.40% |
| HON HAI PRECISION INDUSTRY CO., LTD.HON HAI PRECISION INDUSTRY COMPANY LTD | 4.48% | 1.04% | 1.04% |
| ASXASE TECHNOLOGY HOLDING CO LTD | 3.30% | 0.59% | 0.59% |
| UMCUNITED MICROELECTRONICS CORP | 2.81% | 0.50% | 0.50% |
| ELITE MATERIAL CO., LTD.ELITE MATERIAL COMPANY LTD | 2.48% | 0.44% | 0.44% |
| UNIMICRON TECHNOLOGY CORP.UNIMICRON TECHNOLOGY CORP | 2.07% | 0.42% | 0.42% |
| ACCTON TECHNOLOGY CORPORATIONACCTON TECHNOLOGY CORP | 1.81% | 0.36% | 0.36% |
| YAGEO CORPORATIONYAGEO CORP | 2.62% | 0.34% | 0.34% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in FLTW
Only in SCHE
Questions people ask
Is FLTW the same as SCHE?
32.8% of their weight sits in the same 124 holdings. FLTW also reports TS FINANCIAL HOLDING CO., LTD., KGI FINANCIAL HOLDING CO., LTD., TAIWAN COOPERATIVE FINANCIAL HOLDINGS COMPANY 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 FLTW 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 FLTW and 98% of SCHE, so the number cannot exceed the smaller coverage.
Which holds more, SCHE or FLTW?
FLTW reports 132 stock positions and SCHE reports 2,004. 2.8% of FLTW's weight sits in names SCHE does not hold, and 65.3% of SCHE's weight in names FLTW does not hold. The ten largest positions are 54.1% of FLTW and 30.4% of SCHE.
How do FLTW and SCHE differ by sector?
The widest gap is Technology: FLTW has 1.9 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.