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

EFA and EWH share 1.9% of their weight across 23 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 EWH

1.9%

23 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

EWH

iShares MSCI Hong Kong ETF

Reported positions cover 88% of the fund, 23 positions · May 31, 2026

Top 10: 66.5%·Holdings of EWH

Reported positions cover EFA 98%, EWH 88% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EWH vs EFA side by side

EFAiShares MSCI EAFE ETF

651

stock positions reported to the SEC

96.0% of its weight is in 628 names EWH does not hold

EWHiShares MSCI Hong Kong ETF

23

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

Largest sectors for both funds

Technology
5.7%
26.9%
Financial Services
9.5%
0.0%
Healthcare
5.3%
0.0%
Energy
3.3%
0.0%
Consumer Cyclical
2.1%
0.0%

The widest gap is Technology: EWH has 21.2 points more of it.

The figures side by side

EFAEWH
Filing dateApr 30, 2026May 31, 2026
Stock positions reported65123
Weight of the ten largest13.9%66.5%
Largest positionASML 2.6%AIAI 22.9%
Held alone628 positions, 96.0%0 positions, 0.0%
Covered by stock positions98%88%

Holdings they share

StockIn EFAIn EWHCounted
AIAIAIA Group Limited0.53%22.85%0.53%
HONG KONG EXCHANGES AND CLEARING LIMITED0.28%11.19%0.28%
SUN HUNG KAI PROPERTIES LIMITED0.12%4.47%0.12%
BOC HONG KONG (HOLDINGS) LIMITED0.10%5.05%0.10%
CK HUTCHISON HOLDINGS LIMITED0.10%6.01%0.10%
TECHTRONIC INDUSTRIES COMPANY LIMITED0.10%4.34%0.10%
CLPSCLP HOLDINGS LIMITED0.07%4.07%0.07%
CK ASSET HOLDINGS LIMITED0.06%3.03%0.06%
JARDINE MATHESON HOLDINGS LIMITED0.05%2.31%0.05%
POWER ASSETS HOLDINGS LIMITED0.05%2.79%0.05%

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%
COMMONWEALTH BANK OF AUSTRALIA0.97%

Only in EWH

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

Questions people ask

Is EFA the same as EWH?

1.9% of their weight sits in the same 23 holdings. EFA also reports ASML, HSBC, MUFG, which the other does not. Among its reported positions, EWH holds nothing the other does not also hold.

How is the overlap between EFA and EWH 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 88% of EWH, so the number cannot exceed the smaller coverage.

Which holds more, EWH or EFA?

EFA reports 651 stock positions and EWH reports 23. 96.0% of EFA's weight sits in names EWH does not hold, and 0.0% of EWH's weight in names EFA does not hold. The ten largest positions are 13.9% of EFA and 66.5% of EWH.

How do EFA and EWH differ by sector?

The widest gap is Technology: EWH has 21.2 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.