FLTW vs VWO overlap - what they share and where they differ

FLTW and VWO share 24.1% of their weight across 98 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 VWO

24.1%

98 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

VWO

VANGUARD EMERGING MARKETS STOCK INDEX FUND

Reported positions cover 93% of the fund, 1,791 positions · Apr 30, 2026

Top 10: 26.6%·Holdings of VWO

Reported positions cover FLTW 100%, VWO 93% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VWO vs FLTW side by side

FLTWFranklin FTSE Taiwan ETF

132

stock positions reported to the SEC

18.9% of its weight is in 34 names VWO does not hold

VWOVANGUARD EMERGING MARKETS STOCK INDEX FUND

1,791

stock positions reported to the SEC

69.2% of its weight is in 1,693 names FLTW does not hold

Where each fund's weight sits

FLTW
VWO
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
26.4%
20.9%
Financial Services
0.9%
2.6%
Consumer Cyclical
0.7%
2.1%
Communication Services
0.9%
0.0%
Basic Materials
0.0%
0.8%
Industrials
0.3%
0.6%

The widest gap is Technology: FLTW has 5.5 points more of it.

The figures side by side

FLTWVWO
Filing dateJun 30, 2026Apr 30, 2026
Stock positions reported1321,791
Weight of the ten largest54.1%26.6%
Largest positionTSM 19.8%TSM 14.6%
Held alone34 positions, 18.9%1,693 positions, 69.2%
Covered by stock positions100%93%

Holdings they share

StockIn FLTWIn VWOCounted
TSMTAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD19.84%14.61%14.61%
DELTA ELECTRONICS INC5.51%1.17%1.17%
MEDIATEK INC9.14%1.06%1.06%
ASXASE TECHNOLOGY HOLDING CO LTD3.30%0.44%0.44%
UNIMICRON TECHNOLOGY CORP2.07%0.33%0.33%
ACCTON TECHNOLOGY CORP1.81%0.31%0.31%
INHDINNOLUX CORP0.74%0.28%0.28%
UMCUNITED MICROELECTRONICS CORP2.81%0.26%0.26%
CTBC FINANCIAL HOLDING CO LTD1.84%0.25%0.25%
INTRINTERNATIONAL GAMES SYSTEM COMPANY LTD0.25%0.27%0.25%

What each holds alone

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

Only in FLTW

HON HAI PRECISION INDUSTRY COMPANY LTD4.48%
ELITE MATERIAL COMPANY LTD2.48%
FUBON FINANCIAL HOLDING COMPANY LTD1.58%
CATHAY FINANCIAL HOLDING COMPANY LTD1.37%
ASIA VITAL COMPONENTS COMPANY LTD1.18%
YUANTA FINANCIAL HOLDING COMPANY LTD1.06%
MEGA FINANCIAL HOLDING COMPANY LTD0.80%
E.SUN FINANCIAL HOLDING COMPANY LTD0.77%
KING SLIDE WORKS COMPANY LTD0.59%
UNI PRESIDENT ENTERPRISES CORP0.54%

Only in VWO

TENCENT HOLDINGS LTD3.26%
BABAAlibaba Group Holding Ltd2.55%
RSReliance Infrastructure Ltd0.91%
CHINA CONSTRUCTION BANK CORP0.87%
HDBHDFC Bank Ltd0.80%
HON HAI PRECISION INDUSTRY CO LTD0.74%
INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD0.67%
PDDPDD Holdings Inc0.66%
IBNICICI Bank Ltd0.61%
XIAOMI CORP0.56%

Questions people ask

Is FLTW the same as VWO?

24.1% of their weight sits in the same 98 holdings. FLTW also reports HON HAI PRECISION INDUSTRY COMPANY LTD, ELITE MATERIAL COMPANY LTD, FUBON FINANCIAL HOLDING COMPANY LTD, which the other does not. VWO also reports TENCENT HOLDINGS LTD, BABA, RS, which the other does not.

How is the overlap between FLTW and VWO 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 93% of VWO, so the number cannot exceed the smaller coverage.

Which holds more, VWO or FLTW?

FLTW reports 132 stock positions and VWO reports 1,791. 18.9% of FLTW's weight sits in names VWO does not hold, and 69.2% of VWO's weight in names FLTW does not hold. The ten largest positions are 54.1% of FLTW and 26.6% of VWO.

How do FLTW and VWO differ by sector?

The widest gap is Technology: FLTW has 5.5 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.

Other pairs with these funds

VWO against other funds in the table

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.