EFG vs EWJ overlap - what they share and where they differ

EFG and EWJ share 23.5% of their weight across 88 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.

EFG and EWJ

23.5%

88 shared positions

EFG

iShares MSCI EAFE Growth ETF

Reported positions cover 98% of the fund, 351 positions · Apr 30, 2026

Top 10: 21.8%·Holdings of EFG

EWJ

iShares MSCI Japan ETF

Reported positions cover 99% of the fund, 166 positions · May 31, 2026

Top 10: 32.1%·Holdings of EWJ

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

EWJ vs EFG side by side

EFGiShares MSCI EAFE Growth ETF

351

stock positions reported to the SEC

74.6% of its weight is in 263 names EWJ does not hold

EWJiShares MSCI Japan ETF

166

stock positions reported to the SEC

44.4% of its weight is in 78 names EFG does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
4.8%
16.1%
Technology
10.8%
2.7%
Healthcare
8.2%
1.0%
Consumer Cyclical
2.1%
4.1%
Industrials
1.2%
0.0%

The widest gap is Financial Services: EWJ has 11.4 points more of it.

The figures side by side

EFGEWJ
Filing dateApr 30, 2026May 31, 2026
Stock positions reported351166
Weight of the ten largest21.8%32.1%
Largest positionASML 5.5%MUFG 6.0%
Held alone263 positions, 74.6%78 positions, 44.4%
Covered by stock positions98%99%

Holdings they share

StockIn EFGIn EWJCounted
HITACHI, LTD.1.41%2.84%1.41%
ADVANTEST CORPORATION1.39%2.39%1.39%
TOKYO ELECTRON LIMITED1.28%2.87%1.28%
NODKNISSAN MOTOR CO., LTD.0.96%2.67%0.96%
MITSUBISHI HEAVY INDUSTRIES, LTD.0.93%1.45%0.93%
FAST RETAILING CO., LTD.0.87%1.89%0.87%
KEYENCE CORPORATION0.87%1.87%0.87%
SOFTBANK GROUP CORP.0.80%3.34%0.80%
SONYSony Group Corporation0.78%2.54%0.78%
SHIN-ETSU CHEMICAL CO., LTD.0.76%1.57%0.76%

What each holds alone

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

Only in EFG

ASMLASML Holding N.V.5.46%
AZNASTRAZENECA PLC2.86%
NVSNovartis AG2.73%
SAPSAP SE1.70%
SCHNEIDER ELECTRIC SE1.70%
SIEMENS ENERGY AG1.60%
ABB LTD1.54%
UBSUBS Group AG1.37%
COMMONWEALTH BANK OF AUSTRALIA1.33%
NVONOVO NORDISK A/S1.33%

Only in EWJ

MUFGMitsubishi Corporation6.00%
SMFGSumitomo Mitsui Trust Group, Inc.3.90%
TMTOYOTA MOTOR CORPORATION3.43%
MFGMizuho Financial Group, Inc.2.14%
MURATA MANUFACTURING CO., LTD.2.01%
MITSUI & CO., LTD.1.57%
PANASONIC HOLDINGS CORPORATION1.03%
TAKTakeda Pharmaceutical Company Limited0.97%
KDDI CORPORATION0.96%
RENESAS ELECTRONICS CORPORATION0.95%

Questions people ask

Is EFG the same as EWJ?

23.5% of their weight sits in the same 88 holdings. EFG also reports ASML, AZN, NVS, which the other does not. EWJ also reports MUFG, SMFG, TM, which the other does not.

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

Which holds more, EWJ or EFG?

EFG reports 351 stock positions and EWJ reports 166. 74.6% of EFG's weight sits in names EWJ does not hold, and 44.4% of EWJ's weight in names EFG does not hold. The ten largest positions are 21.8% of EFG and 32.1% of EWJ.

How do EFG and EWJ differ by sector?

The widest gap is Financial Services: EWJ has 11.4 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.

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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.