FLTW vs SPEM overlap - what they share and where they differ
FLTW and SPEM share 30.1% of their weight across 111 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 SPEM
30.1%
111 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
SPEM
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
Reported positions cover 100% of the fund, 2,718 positions · Jun 30, 2026
Top 10: 26.7%·Holdings of SPEM
Reported positions cover FLTW 100%, SPEM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.
SPEM vs FLTW side by side
FLTWFranklin FTSE Taiwan ETF
132
stock positions reported to the SEC
2.8% of its weight is in 21 names SPEM does not hold
SPEMState Street(R) SPDR(R) Portfolio Emerging Markets ETF
2,718
stock positions reported to the SEC
69.5% of its weight is in 2,607 names FLTW does not hold
Where each fund's weight sits
Largest sectors for both funds
The widest gap is Technology: FLTW has 4.4 points more of it.
The figures side by side
| FLTW | SPEM | |
|---|---|---|
| Filing date | Jun 30, 2026 | Jun 30, 2026 |
| Stock positions reported | 132 | 2,718 |
| Weight of the ten largest | 54.1% | 26.7% |
| Largest position | TSM 19.8% | TSM 14.7% |
| Held alone | 21 positions, 2.8% | 2,607 positions, 69.5% |
| Covered by stock positions | 100% | 100% |
Holdings they share
| Stock | In FLTW | In SPEM | Counted |
|---|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | 19.84% | 14.65% | 14.65% |
| MEDIATEK INC.MEDIATEK INC | 9.14% | 1.82% | 1.82% |
| DELTA ELECTRONICS, INC.DELTA ELECTRONICS INC | 5.51% | 1.13% | 1.13% |
| HON HAI PRECISION INDUSTRY CO., LTD.HON HAI PRECISION INDUSTRY COMPANY LTD | 4.48% | 0.93% | 0.93% |
| ASXASE TECHNOLOGY HOLDING CO LTD | 3.30% | 0.82% | 0.82% |
| UMCUNITED MICROELECTRONICS CORP | 2.81% | 0.67% | 0.67% |
| CTBC FINANCIAL HOLDING CO., LTD.CTBC FINANCIAL HOLDING CO LTD | 1.84% | 0.56% | 0.56% |
| UNIMICRON TECHNOLOGY CORP.UNIMICRON TECHNOLOGY CORP | 2.07% | 0.50% | 0.50% |
| FUBON FINANCIAL HOLDING CO., LTD.FUBON FINANCIAL HOLDING COMPANY LTD | 1.58% | 0.41% | 0.41% |
| YAGEO CORPORATIONYAGEO CORP | 2.62% | 0.41% | 0.41% |
What each holds alone
The heaviest positions one fund reports and the other does not.
Only in FLTW
Only in SPEM
Questions people ask
Is FLTW the same as SPEM?
30.1% of their weight sits in the same 111 holdings. FLTW also reports TAIWAN COOPERATIVE FINANCIAL HOLDINGS COMPANY LTD, FAR EASTONE TELECOMMUNICATIONS CO., LTD., GIGA-BYTE TECHNOLOGY COMPANY LTD, which the other does not. SPEM also reports TENCENT HOLDINGS LIMITED, BABA, SUGP, which the other does not.
How is the overlap between FLTW and SPEM 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 100% of SPEM, so the number cannot exceed the smaller coverage.
Which holds more, SPEM or FLTW?
FLTW reports 132 stock positions and SPEM reports 2,718. 2.8% of FLTW's weight sits in names SPEM does not hold, and 69.5% of SPEM's weight in names FLTW does not hold. The ten largest positions are 54.1% of FLTW and 26.7% of SPEM.
How do FLTW and SPEM differ by sector?
The widest gap is Technology: FLTW has 4.4 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.