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

EFV and EWU share 18.0% of their weight across 41 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 EWU

18.0%

41 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

EWU

iShares MSCI United Kingdom ETF

Reported positions cover 99% of the fund, 71 positions · May 31, 2026

Top 10: 52.4%·Holdings of EWU

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

EWU vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

80.0% of its weight is in 341 names EWU does not hold

EWUiShares MSCI United Kingdom ETF

71

stock positions reported to the SEC

33.3% of its weight is in 30 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
18.7%
Healthcare
2.7%
12.6%
Energy
6.2%
11.0%
Consumer Defensive
0.0%
6.9%
Basic Materials
3.9%
3.7%
Consumer Cyclical
2.0%
0.0%

The widest gap is Healthcare: EWU has 9.9 points more of it.

The figures side by side

EFVEWU
Filing dateApr 30, 2026May 31, 2026
Stock positions reported38271
Weight of the ten largest20.8%52.4%
Largest positionHSBC 2.8%HSBC 10.1%
Held alone341 positions, 80.0%30 positions, 33.3%
Covered by stock positions98%99%

Holdings they share

StockIn EFVIn EWUCounted
HSBCHSBC HOLDINGS PLC2.77%10.06%2.77%
SHELSHELL PLC2.27%7.51%2.27%
RIORIO TINTO LIMITED1.40%3.74%1.40%
BRITISH AMERICAN TOBACCO P.L.C.1.12%4.20%1.12%
BPBP P.L.C.1.09%3.47%1.09%
GSKGSK PLC0.93%3.21%0.93%
NGGNATIONAL GRID PLC0.78%2.49%0.78%
ULUNILEVER PLC0.72%3.83%0.72%
BCSBARCLAYS PLC0.71%2.64%0.71%
GLENCORE PLC0.68%2.37%0.68%

What each holds alone

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

Only in EFV

MUFGMitsubishi Corporation2.67%
ROCHE HOLDING AG2.57%
NESTLE S.A.2.29%
BHPBHP GROUP LIMITED1.76%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%
TTETOTALENERGIES SE1.62%
TMTOYOTA MOTOR CORPORATION1.59%
SANBanco Santander, S.A.1.57%
ALLIANZ SE1.52%
IBERDROLA, S.A.1.32%

Only in EWU

AZNASTRAZENECA PLC8.98%
ROLLS-ROYCE HOLDINGS PLC4.71%
BAE SYSTEMS PLC2.55%
RELXRELX PLC1.85%
LONDON STOCK EXCHANGE GROUP PLC1.73%
COMPCOMPASS GROUP PLC1.70%
TESCO PLC1.15%
PUKPRUDENTIAL PUBLIC LIMITED COMPANY1.13%
SUNBSUNBELT RENTALS HOLDINGS, INC.1.02%
EXPERIAN PLC0.99%

Questions people ask

Is EFV the same as EWU?

18.0% of their weight sits in the same 41 holdings. EFV also reports MUFG, ROCHE HOLDING AG, NESTLE S.A., which the other does not. EWU also reports AZN, ROLLS-ROYCE HOLDINGS PLC, BAE SYSTEMS PLC, which the other does not.

How is the overlap between EFV and EWU 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 EWU, so the number cannot exceed the smaller coverage.

Which holds more, EWU or EFV?

EFV reports 382 stock positions and EWU reports 71. 80.0% of EFV's weight sits in names EWU does not hold, and 33.3% of EWU's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 52.4% of EWU.

How do EFV and EWU differ by sector?

The widest gap is Healthcare: EWU has 9.9 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.