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

EFA and EZU share 34.7% of their weight across 220 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 EZU

34.7%

220 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

EZU

iShares MSCI Eurozone ETF

Reported positions cover 99% of the fund, 220 positions · May 31, 2026

Top 10: 28.1%·Holdings of EZU

Reported positions cover EFA 98%, EZU 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

EZU vs EFA side by side

EFAiShares MSCI EAFE ETF

651

stock positions reported to the SEC

63.1% of its weight is in 431 names EZU does not hold

EZUiShares MSCI Eurozone ETF

220

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

Largest sectors for both funds

Technology
5.7%
12.1%
Financial Services
9.5%
5.9%
Healthcare
5.3%
2.7%
Energy
3.3%
2.9%
Consumer Cyclical
2.1%
3.1%

The widest gap is Technology: EZU has 6.4 points more of it.

The figures side by side

EFAEZU
Filing dateApr 30, 2026May 31, 2026
Stock positions reported651220
Weight of the ten largest13.9%28.1%
Largest positionASML 2.6%ASML 8.1%
Held alone431 positions, 63.1%0 positions, 0.0%
Covered by stock positions98%99%

Holdings they share

StockIn EFAIn EZUCounted
ASMLASML Holding N.V.2.58%8.09%2.58%
SIEMENS AKTIENGESELLSCHAFT1.04%3.07%1.04%
TTETOTALENERGIES SE0.85%2.24%0.85%
SANBanco Santander, S.A.0.82%2.37%0.82%
SAPSAP SE0.81%2.43%0.81%
ALLIANZ SE0.80%2.17%0.80%
SCHNEIDER ELECTRIC SE0.80%2.22%0.80%
SIEMENS ENERGY AG0.76%1.89%0.76%
IBERDROLA, S.A.0.69%1.88%0.69%
LVMH MOET HENNESSY LOUIS VUITTON SE0.61%1.75%0.61%

What each holds alone

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

Only in EFA

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%
COMMONWEALTH BANK OF AUSTRALIA0.97%
BHPBHP GROUP LIMITED0.93%
SMFGSumitomo Mitsui Trust Group, Inc.0.89%

Only in EZU

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

Questions people ask

Is EFA the same as EZU?

34.7% of their weight sits in the same 220 holdings. EFA also reports HSBC, MUFG, ROCHE HOLDING AG, which the other does not. Among its reported positions, EZU holds nothing the other does not also hold.

How is the overlap between EFA and EZU 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 99% of EZU, so the number cannot exceed the smaller coverage.

Which holds more, EZU or EFA?

EFA reports 651 stock positions and EZU reports 220. 63.1% of EFA's weight sits in names EZU does not hold, and 0.0% of EZU's weight in names EFA does not hold. The ten largest positions are 13.9% of EFA and 28.1% of EZU.

How do EFA and EZU differ by sector?

The widest gap is Technology: EZU has 6.4 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.