EFA vs EWA overlap - what they share and where they differ

EFA and EWA share 6.7% of their weight across 40 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.

EFA and EWA

6.7%

40 shared positions

EFA

iShares MSCI EAFE ETF

Reported positions cover 98% of the fund, 651 positions · Apr 30, 2026

Top 10: 13.9%·Holdings of EFA

EWA

iShares MSCI Australia ETF

Reported positions cover 91% of the fund, 40 positions · May 31, 2026

Top 10: 64.1%·Holdings of EWA

Reported positions cover EFA 98%, EWA 91% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EWA vs EFA side by side

EFAiShares MSCI EAFE ETF

651

stock positions reported to the SEC

91.1% of its weight is in 611 names EWA does not hold

EWAiShares MSCI Australia ETF

40

stock positions reported to the SEC

0.0% of its weight is in 0 names EFA does not hold

Where each fund's weight sits

EFA
EWA
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Basic Materials
0.0%
19.1%
Financial Services
9.5%
3.6%
Technology
5.7%
0.6%
Healthcare
5.3%
0.0%
Energy
3.3%
2.9%
Consumer Cyclical
2.1%
0.0%

The widest gap is Basic Materials: EWA has 19.1 points more of it.

The figures side by side

EFAEWA
Filing dateApr 30, 2026May 31, 2026
Stock positions reported65140
Weight of the ten largest13.9%64.1%
Largest positionASML 2.6%BHP 15.7%
Held alone611 positions, 91.1%0 positions, 0.0%
Covered by stock positions98%91%

Holdings they share

StockIn EFAIn EWACounted
COMMONWEALTH BANK OF AUSTRALIA0.97%13.76%0.97%
BHPBHP GROUP LIMITED0.93%15.69%0.93%
RIORIO TINTO LIMITED0.73%3.45%0.73%
WESTPAC BANKING CORPORATION0.44%6.14%0.44%
NATIONAL AUSTRALIA BANK LIMITED0.41%5.71%0.41%
ANZ GROUP HOLDINGS LIMITED0.37%5.30%0.37%
MACQUARIE GROUP LIMITED0.29%4.31%0.29%
WESFARMERS LIMITED0.28%4.51%0.28%
WDSWOODSIDE ENERGY GROUP LTD0.21%2.89%0.21%
KOYNCSL LIMITED0.20%2.34%0.20%

What each holds alone

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

Only in EFA

ASMLASML Holding N.V.2.58%
HSBCHSBC HOLDINGS PLC1.45%
MUFGMitsubishi Corporation1.41%
ROCHE HOLDING AG1.38%
AZNASTRAZENECA PLC1.35%
NVSNovartis AG1.29%
NESTLE S.A.1.20%
SHELSHELL PLC1.19%
SIEMENS AKTIENGESELLSCHAFT1.04%
SMFGSumitomo Mitsui Trust Group, Inc.0.89%

Only in EWA

Nothing among its reported positions that the others do not also hold.

Questions people ask

Is EFA the same as EWA?

6.7% of their weight sits in the same 40 holdings. EFA also reports ASML, HSBC, MUFG, which the other does not. Among its reported positions, EWA holds nothing the other does not also hold.

How is the overlap between EFA and EWA measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 98% of EFA and 91% of EWA, so the number cannot exceed the smaller coverage.

Which holds more, EWA or EFA?

EFA reports 651 stock positions and EWA reports 40. 91.1% of EFA's weight sits in names EWA does not hold, and 0.0% of EWA's weight in names EFA does not hold. The ten largest positions are 13.9% of EFA and 64.1% of EWA.

How do EFA and EWA differ by sector?

The widest gap is Basic Materials: EWA has 19.1 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

EFA 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.