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

EFG and FEZ share 20.6% of their weight across 18 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 FEZ

20.6%

18 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

FEZ

State Street(R) SPDR(R) EURO STOXX 50(R) ETF

Reported positions cover 99% of the fund, 49 positions · Jun 30, 2026

Top 10: 41.9%·Holdings of FEZ

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

FEZ vs EFG side by side

EFGiShares MSCI EAFE Growth ETF

351

stock positions reported to the SEC

77.6% of its weight is in 333 names FEZ does not hold

FEZState Street(R) SPDR(R) EURO STOXX 50(R) ETF

49

stock positions reported to the SEC

54.6% of its weight is in 31 names EFG does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
10.8%
13.5%
Healthcare
8.2%
3.1%
Financial Services
4.8%
5.7%
Consumer Cyclical
2.1%
3.6%
Energy
0.0%
3.5%
Industrials
1.2%
0.0%

The widest gap is Healthcare: EFG has 5.1 points more of it.

The figures side by side

EFGFEZ
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported35149
Weight of the ten largest21.8%41.9%
Largest positionASML 5.5%ASML 10.4%
Held alone333 positions, 77.6%31 positions, 54.6%
Covered by stock positions98%99%

Holdings they share

StockIn EFGIn FEZCounted
ASMLASML Holding N.V.5.46%10.39%5.46%
SAPSAP SE1.70%3.06%1.70%
SCHNEIDER ELECTRIC SE1.70%3.72%1.70%
SIEMENS ENERGY AG1.60%3.05%1.60%
LVMH MOET HENNESSY LOUIS VUITTON SE1.29%2.70%1.29%
AIRBUS SE1.19%2.59%1.19%
SAFRAN SA1.11%2.88%1.11%
L'OREAL SA1.01%2.09%1.01%
INFINEON TECHNOLOGIES AG0.85%2.41%0.85%
BUDANHEUSER-BUSCH INBEV SA0.74%1.69%0.74%

What each holds alone

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

Only in EFG

AZNASTRAZENECA PLC2.86%
NVSNovartis AG2.73%
ABB LTD1.54%
HITACHI, LTD.1.41%
ADVANTEST CORPORATION1.39%
UBSUBS Group AG1.37%
COMMONWEALTH BANK OF AUSTRALIA1.33%
NVONOVO NORDISK A/S1.33%
ROLLS-ROYCE HOLDINGS PLC1.32%
TOKYO ELECTRON LIMITED1.28%

Only in FEZ

SIEMENS AG4.66%
BANCO SANTANDER SA4.01%
ALLIANZ SE3.56%
TTETotalEnergies SE3.50%
IBERDROLA SA3.10%
BBVABanco Bilbao Vizcaya Argentaria SA2.78%
UNICREDIT SPA2.67%
AIR LIQUIDE SA2.49%
BNP PARIBAS SA2.40%
INTESA SANPAOLO SPA2.08%

Questions people ask

Is EFG the same as FEZ?

20.6% of their weight sits in the same 18 holdings. EFG also reports AZN, NVS, ABB LTD, which the other does not. FEZ also reports SIEMENS AG, BANCO SANTANDER SA, ALLIANZ SE, which the other does not.

How is the overlap between EFG and FEZ 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 FEZ, so the number cannot exceed the smaller coverage.

Which holds more, FEZ or EFG?

EFG reports 351 stock positions and FEZ reports 49. 77.6% of EFG's weight sits in names FEZ does not hold, and 54.6% of FEZ's weight in names EFG does not hold. The ten largest positions are 21.8% of EFG and 41.9% of FEZ.

How do EFG and FEZ differ by sector?

The widest gap is Healthcare: EFG has 5.1 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.

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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.