IEMG vs SPEM overlap - what they share and where they differ

IEMG and SPEM share 24.7% of their weight across 184 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.

IEMG and SPEM

24.7%

184 shared positions

IEMG

iShares Core MSCI Emerging Markets ETF

Reported positions cover 97% of the fund, 1,755 positions · May 31, 2026

Top 10: 34.6%·Holdings of IEMG

SPEM

State Street(R) SPDR(R) Portfolio Emerging Markets ETF

Reported positions cover 98% of the fund, 1,565 positions · Jun 30, 2026

Top 10: 26.3%·Holdings of SPEM

Reported positions cover IEMG 97%, SPEM 98% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

SPEM vs IEMG side by side

IEMGiShares Core MSCI Emerging Markets ETF

1,755

stock positions reported to the SEC

71.1% of its weight is in 1,571 names SPEM does not hold

SPEMState Street(R) SPDR(R) Portfolio Emerging Markets ETF

1,565

stock positions reported to the SEC

67.1% of its weight is in 1,381 names IEMG does not hold

Where each fund's weight sits

IEMG
SPEM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
22.6%
20.5%
Financial Services
2.7%
3.0%
Consumer Cyclical
1.4%
1.8%
Basic Materials
1.6%
0.6%
Energy
0.6%
0.0%
Industrials
0.0%
0.6%

The widest gap is Technology: IEMG has 2.1 points more of it.

The figures side by side

IEMGSPEM
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported1,7551,565
Weight of the ten largest34.6%26.3%
Largest positionTSM 12.5%TSM 14.7%
Held alone1,571 positions, 71.1%1,381 positions, 67.1%
Covered by stock positions97%98%

Holdings they share

StockIn IEMGIn SPEMCounted
TSMTaiwan Semiconductor Manufacturing Company Limited12.49%14.65%12.49%
BABAAlibaba Group Holding Limited1.82%1.79%1.79%
HDBHDFC BANK LIMITED0.61%0.83%0.61%
RSRELIANCE POWER LIMITED0.59%0.81%0.59%
IBNICICI BANK LIMITED0.48%0.71%0.48%
ASXASE Technology Holding Co., Ltd.0.44%0.82%0.44%
UMCUnited Microelectronics Corporation0.35%0.67%0.35%
MEITUAN0.33%0.36%0.33%
NTESNETEASE, INC.0.29%0.42%0.29%
INFYINFOSYS LIMITED0.27%0.33%0.27%

What each holds alone

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

Only in IEMG

SAMSUNG ELECTRONICS CO., LTD.7.54%
SKHYSK hynix Inc.5.82%
TENCENT HOLDINGS LIMITED2.37%
MEDIATEK INC.1.42%
DELTA ELECTRONICS, INC.1.02%
HON HAI PRECISION INDUSTRY CO., LTD.0.79%
CHINA CONSTRUCTION BANK CORPORATION0.72%
SAMSUNG ELECTRO-MECHANICS CO.,LTD0.54%
SK SQUARE CO., LTD.0.53%
PBRPetroleo Brasileiro S.A. (Petrobras)0.50%

Only in SPEM

TENCENT HOLDINGS LTD2.74%
MEDIATEK INC1.82%
DELTA ELECTRONICS INC1.13%
HON HAI PRECISION INDUSTRY CO LTD0.93%
CHINA CONSTRUCTION BANK CORP0.81%
CTBC FINANCIAL HOLDING CO LTD0.56%
INDUSTRIAL & COMMERCIAL BANK OF CHINA LTD0.54%
BHARTI AIRTEL LTD0.53%
UNIMICRON TECHNOLOGY CORP0.50%
PDDPDD Holdings Inc0.46%

Questions people ask

Is IEMG the same as SPEM?

24.7% of their weight sits in the same 184 holdings. IEMG also reports SAMSUNG ELECTRONICS CO., LTD., SKHY, TENCENT HOLDINGS LIMITED, which the other does not. SPEM also reports TENCENT HOLDINGS LTD, MEDIATEK INC, DELTA ELECTRONICS INC, which the other does not.

How is the overlap between IEMG 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 97% of IEMG and 98% of SPEM, so the number cannot exceed the smaller coverage.

Which holds more, SPEM or IEMG?

IEMG reports 1,755 stock positions and SPEM reports 1,565. 71.1% of IEMG's weight sits in names SPEM does not hold, and 67.1% of SPEM's weight in names IEMG does not hold. The ten largest positions are 34.6% of IEMG and 26.3% of SPEM.

How do IEMG and SPEM differ by sector?

The widest gap is Technology: IEMG has 2.1 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

IEMG 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.