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

EFV and EWJ share 22.4% of their weight across 100 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.

EFV and EWJ

22.4%

100 shared positions

EFV

iShares MSCI EAFE Value ETF

Reported positions cover 98% of the fund, 382 positions · Apr 30, 2026

Top 10: 20.8%·Holdings of EFV

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 EFV 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 EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

75.6% of its weight is in 282 names EWJ does not hold

EWJiShares MSCI Japan ETF

166

stock positions reported to the SEC

37.7% of its weight is in 66 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
16.1%
Energy
6.2%
0.0%
Consumer Cyclical
2.0%
4.1%
Basic Materials
3.9%
0.0%
Technology
0.0%
2.7%
Healthcare
2.7%
1.0%

The widest gap is Energy: EFV has 6.2 points more of it.

The figures side by side

EFVEWJ
Filing dateApr 30, 2026May 31, 2026
Stock positions reported382166
Weight of the ten largest20.8%32.1%
Largest positionHSBC 2.8%MUFG 6.0%
Held alone282 positions, 75.6%66 positions, 37.7%
Covered by stock positions98%99%

Holdings they share

StockIn EFVIn EWJCounted
MUFGMitsubishi Corporation2.67%6.00%2.67%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%3.90%1.66%
TMTOYOTA MOTOR CORPORATION1.59%3.43%1.59%
MFGMizuho Financial Group, Inc.0.94%2.14%0.94%
MITSUI & CO., LTD.0.81%1.57%0.81%
MARUBENI CORPORATION0.48%0.88%0.48%
MURATA MANUFACTURING CO., LTD.0.48%2.01%0.48%
TAKTakeda Pharmaceutical Company Limited0.47%0.97%0.47%
NODKNitori Holdings Co., Ltd.0.46%2.67%0.46%
KDDI CORPORATION0.42%0.96%0.42%

What each holds alone

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

Only in EFV

HSBCHSBC HOLDINGS PLC2.77%
ROCHE HOLDING AG2.57%
NESTLE S.A.2.29%
SHELSHELL PLC2.27%
BHPBHP GROUP LIMITED1.76%
TTETOTALENERGIES SE1.62%
SANBanco Santander, S.A.1.57%
ALLIANZ SE1.52%
RIORIO TINTO LIMITED1.40%
IBERDROLA, S.A.1.32%

Only in EWJ

TOKYO ELECTRON LIMITED2.87%
HITACHI, LTD.2.84%
ADVANTEST CORPORATION2.39%
FAST RETAILING CO., LTD.1.89%
KEYENCE CORPORATION1.87%
RECRUIT HOLDINGS CO.,LTD.1.80%
SHIN-ETSU CHEMICAL CO., LTD.1.57%
MITSUBISHI ELECTRIC CORPORATION1.48%
MITSUBISHI HEAVY INDUSTRIES, LTD.1.45%
ITOCHU CORPORATION1.37%

Questions people ask

Is EFV the same as EWJ?

22.4% of their weight sits in the same 100 holdings. EFV also reports HSBC, ROCHE HOLDING AG, NESTLE S.A., which the other does not. EWJ also reports TOKYO ELECTRON LIMITED, HITACHI, LTD., ADVANTEST CORPORATION, which the other does not.

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

Which holds more, EWJ or EFV?

EFV reports 382 stock positions and EWJ reports 166. 75.6% of EFV's weight sits in names EWJ does not hold, and 37.7% of EWJ's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 32.1% of EWJ.

How do EFV and EWJ differ by sector?

The widest gap is Energy: EFV has 6.2 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.