EFAV vs IVLU overlap - what they share and where they differ

EFAV and IVLU share 25.6% of their weight across 106 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.

EFAV and IVLU

25.6%

106 shared positions

EFAV

iShares MSCI EAFE Min Vol Factor ETF

Reported positions cover 98% of the fund, 233 positions · Apr 30, 2026

Top 10: 15.1%·Holdings of EFAV

IVLU

iShares MSCI Intl Value Factor ETF

Reported positions cover 98% of the fund, 327 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of IVLU

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

IVLU vs EFAV side by side

EFAViShares MSCI EAFE Min Vol Factor ETF

233

stock positions reported to the SEC

47.1% of its weight is in 127 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

57.2% of its weight is in 221 names EFAV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
1.7%
15.2%
Energy
6.8%
4.3%
Healthcare
6.0%
4.9%
Basic Materials
0.0%
3.7%
Consumer Cyclical
0.0%
3.3%
Consumer Defensive
2.5%
0.0%

The widest gap is Financial Services: IVLU has 13.5 points more of it.

The figures side by side

EFAVIVLU
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported233327
Weight of the ten largest15.1%18.2%
Largest positionE 1.7%HSBC 2.3%
Held alone127 positions, 47.1%221 positions, 57.2%
Covered by stock positions98%98%

Holdings they share

StockIn EFAVIn IVLUCounted
SHELSHELL PLC1.57%1.43%1.43%
NVSNovartis AG1.36%1.63%1.36%
TTETOTALENERGIES SE1.67%1.32%1.32%
NODKNintendo Co., Ltd.0.88%0.90%0.88%
SNYSANOFI SA0.79%1.17%0.79%
BRITISH AMERICAN TOBACCO P.L.C.0.65%1.98%0.65%
GSKGSK PLC0.63%1.00%0.63%
ROCHE HOLDING AG0.63%1.67%0.63%
DEUTSCHE TELEKOM AG0.62%0.93%0.62%
MUFGMitsubishi UFJ Financial Group, Inc.0.61%2.25%0.61%

What each holds alone

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

Only in EFAV

IBERDROLA, S.A.1.51%
DBS GROUP HOLDINGS LTD1.47%
SWISSCOM AG1.41%
ZURICH INSURANCE GROUP AG1.34%
SAMPO OYJ1.14%
ULUNILEVER PLC1.10%
SWISS PRIME SITE AG1.08%
SOFTBANK CORP.1.07%
NESTLE S.A.1.06%
CLPSCLP HOLDINGS LIMITED1.01%

Only in IVLU

HSBCHSBC HOLDINGS PLC2.29%
SMFGSumitomo Mitsui Trust Group, Inc.1.86%
SANBanco Santander, S.A.1.64%
BNP PARIBAS SA1.63%
SIEMENS AKTIENGESELLSCHAFT1.37%
RIORIO TINTO LIMITED1.19%
INFINEON TECHNOLOGIES AG1.11%
BCSBARCLAYS PLC1.02%
BHPBHP GROUP LIMITED0.99%
BBVABanco Bilbao Vizcaya Argentaria, S.A.0.92%

Questions people ask

Is EFAV the same as IVLU?

25.6% of their weight sits in the same 106 holdings. EFAV also reports IBERDROLA, S.A., DBS GROUP HOLDINGS LTD, SWISSCOM AG, which the other does not. IVLU also reports HSBC, SMFG, SAN, which the other does not.

How is the overlap between EFAV and IVLU 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 EFAV and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or EFAV?

EFAV reports 233 stock positions and IVLU reports 327. 47.1% of EFAV's weight sits in names IVLU does not hold, and 57.2% of IVLU's weight in names EFAV does not hold. The ten largest positions are 15.1% of EFAV and 18.2% of IVLU.

How do EFAV and IVLU differ by sector?

The widest gap is Financial Services: IVLU has 13.5 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.