KWEB vs MCHI overlap - what they share and where they differ

KWEB and MCHI share 27.4% of their weight across 18 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.

KWEB and MCHI

27.4%

18 shared positions

KWEB

KraneShares CSI China Internet ETF

Reported positions cover 100% of the fund, 33 positions · Jun 30, 2026

Top 10: 60.0%·Holdings of KWEB

MCHI

iShares MSCI China ETF

Reported positions cover 96% of the fund, 515 positions · May 31, 2026

Top 10: 41.3%·Holdings of MCHI

Reported positions cover KWEB 100%, MCHI 96% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

MCHI vs KWEB side by side

KWEBKraneShares CSI China Internet ETF

33

stock positions reported to the SEC

31.8% of its weight is in 15 names MCHI does not hold

MCHIiShares MSCI China ETF

515

stock positions reported to the SEC

63.2% of its weight is in 497 names KWEB does not hold

Where each fund's weight sits

KWEB
MCHI
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
46.2%
15.5%
Consumer Cyclical
9.3%
3.1%
Industrials
0.0%
1.0%
Financial Services
1.0%
0.0%
Healthcare
0.0%
0.8%
Consumer Defensive
0.0%
0.3%

The widest gap is Technology: KWEB has 30.6 points more of it.

The figures side by side

KWEBMCHI
Filing dateJun 30, 2026May 31, 2026
Stock positions reported33515
Weight of the ten largest60.0%41.3%
Largest positionTENCENT HOLDINGS LIMITED 10.4%TENCENT HOLDINGS LIMITED 13.2%
Held alone15 positions, 31.8%497 positions, 63.2%
Covered by stock positions100%96%

Holdings they share

StockIn KWEBIn MCHICounted
TENCENT HOLDINGS LIMITED10.44%13.21%10.44%
BABAAlibaba Group Holding Limited7.70%10.14%7.70%
MEITUAN6.83%1.84%1.84%
NTESNETEASE, INC.6.97%1.63%1.63%
BIDUBAIDU, INC.4.19%1.44%1.44%
JDJD.COM, INC.3.87%1.31%1.31%
TCOMTRIP.COM GROUP LIMITED3.69%1.11%1.11%
KUAISHOU TECHNOLOGY4.08%0.57%0.57%
KE HOLDINGS INC.3.89%0.42%0.42%
JD HEALTH INTERNATIONAL INC3.50%0.21%0.21%

What each holds alone

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

Only in KWEB

PDDPDD Holdings Inc.7.92%
YMMFull Truck Alliance Co Ltd4.15%
TENCENT MUSIC ENTERTAINMENT GROUP3.39%
BZKanzhun Ltd3.21%
TALTAL EDUCATION GROUP2.98%
VIPSVIPSHOP HOLDINGS LIMITED2.46%
JOYYJOYY INC.1.28%
XD INC.1.05%
EAST BUY HOLDING LTD1.02%
QFINQfin Holdings, Inc.0.97%

Only in MCHI

CHINA CONSTRUCTION BANK CORPORATION4.04%
XIAOMI CORPORATION2.35%
INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED2.25%
PING AN INSURANCE (GROUP) COMPANY OF CHINA, LTD.2.15%
BANK OF CHINA LIMITED1.88%
BYD COMPANY LIMITED1.81%
CONTEMPORARY AMPEREX TECHNOLOGY CO., LTD.1.27%
PETROCHINA COMPANY LIMITED1.20%
CHINA MERCHANTS BANK CO., LTD.1.17%
ZIJIN MINING GROUP COMPANY LIMITED1.17%

Questions people ask

Is KWEB the same as MCHI?

27.4% of their weight sits in the same 18 holdings. KWEB also reports PDD, YMM, TENCENT MUSIC ENTERTAINMENT GROUP, which the other does not. MCHI also reports CHINA CONSTRUCTION BANK CORPORATION, XIAOMI CORPORATION, INDUSTRIAL AND COMMERCIAL BANK OF CHINA LIMITED, which the other does not.

How is the overlap between KWEB and MCHI 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 KWEB and 96% of MCHI, so the number cannot exceed the smaller coverage.

Which holds more, MCHI or KWEB?

KWEB reports 33 stock positions and MCHI reports 515. 31.8% of KWEB's weight sits in names MCHI does not hold, and 63.2% of MCHI's weight in names KWEB does not hold. The ten largest positions are 60.0% of KWEB and 41.3% of MCHI.

How do KWEB and MCHI differ by sector?

The widest gap is Technology: KWEB has 30.6 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.