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

EFA and VGK share 46.0% of their weight across 250 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 VGK

46.0%

250 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

VGK

VANGUARD EUROPEAN STOCK INDEX FUND

Reported positions cover 99% of the fund, 964 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of VGK

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

VGK vs EFA side by side

EFAiShares MSCI EAFE ETF

651

stock positions reported to the SEC

51.1% of its weight is in 401 names VGK does not hold

VGKVANGUARD EUROPEAN STOCK INDEX FUND

964

stock positions reported to the SEC

35.4% of its weight is in 714 names EFA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
9.5%
6.4%
Healthcare
5.3%
7.1%
Technology
5.7%
5.9%
Energy
3.3%
3.8%
Consumer Cyclical
2.1%
2.3%

The widest gap is Financial Services: EFA has 3.1 points more of it.

The figures side by side

EFAVGK
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported651964
Weight of the ten largest13.9%18.2%
Largest positionASML 2.6%ASML 3.6%
Held alone401 positions, 51.1%714 positions, 35.4%
Covered by stock positions98%99%

Holdings they share

StockIn EFAIn VGKCounted
ASMLASML Holding N.V.2.58%3.61%2.58%
HSBCHSBC HOLDINGS PLC1.45%2.03%1.45%
ROCHE HOLDING AG1.38%1.92%1.38%
AZNASTRAZENECA PLC1.35%1.83%1.35%
NVSNovartis AG1.29%1.83%1.29%
SHELSHELL PLC1.19%1.66%1.19%
TTETOTALENERGIES SE0.85%1.09%0.85%
SAPSAP SE0.81%1.11%0.81%
ALLIANZ SE0.80%1.12%0.80%
SCHNEIDER ELECTRIC SE0.80%1.11%0.80%

What each holds alone

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

Only in EFA

MUFGMitsubishi Corporation1.41%
NESTLE S.A.1.20%
SIEMENS AKTIENGESELLSCHAFT1.04%
COMMONWEALTH BANK OF AUSTRALIA0.97%
BHPBHP GROUP LIMITED0.93%
SMFGSumitomo Mitsui Trust Group, Inc.0.89%
TMTOYOTA MOTOR CORPORATION0.84%
SANBanco Santander, S.A.0.82%
IBERDROLA, S.A.0.69%
HITACHI, LTD.0.67%

Only in VGK

NESTLE SA1.68%
SIEMENS AG1.40%
BANCO SANTANDER SA1.15%
IBERDROLA SA0.99%
AIR LIQUIDE SA0.80%
BTIBritish American Tobacco PLC0.80%
UNICREDIT SPA0.75%
CIE FINANCIERE RICHEMONT SA0.65%
INVESTOR AB0.59%
ENEL SPA0.58%

Questions people ask

Is EFA the same as VGK?

46.0% of their weight sits in the same 250 holdings. EFA also reports MUFG, NESTLE S.A., SIEMENS AKTIENGESELLSCHAFT, which the other does not. VGK also reports NESTLE SA, SIEMENS AG, BANCO SANTANDER SA, which the other does not.

How is the overlap between EFA and VGK 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 VGK, so the number cannot exceed the smaller coverage.

Which holds more, VGK or EFA?

EFA reports 651 stock positions and VGK reports 964. 51.1% of EFA's weight sits in names VGK does not hold, and 35.4% of VGK's weight in names EFA does not hold. The ten largest positions are 13.9% of EFA and 18.2% of VGK.

How do EFA and VGK differ by sector?

The widest gap is Financial Services: EFA has 3.1 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.