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

EFV and EZU share 33.8% of their weight across 139 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 EZU

33.8%

139 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

EZU

iShares MSCI Eurozone ETF

Reported positions cover 99% of the fund, 220 positions · May 31, 2026

Top 10: 28.1%·Holdings of EZU

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

EZU vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

64.2% of its weight is in 243 names EZU does not hold

EZUiShares MSCI Eurozone ETF

220

stock positions reported to the SEC

45.2% of its weight is in 81 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
5.9%
Technology
0.0%
12.1%
Energy
6.2%
2.9%
Basic Materials
3.9%
0.0%
Consumer Cyclical
2.0%
3.1%
Healthcare
2.7%
2.7%

The widest gap is Technology: EZU has 12.1 points more of it.

The figures side by side

EFVEZU
Filing dateApr 30, 2026May 31, 2026
Stock positions reported382220
Weight of the ten largest20.8%28.1%
Largest positionHSBC 2.8%ASML 8.1%
Held alone243 positions, 64.2%81 positions, 45.2%
Covered by stock positions98%99%

Holdings they share

StockIn EFVIn EZUCounted
TTETOTALENERGIES SE1.62%2.24%1.62%
SANBanco Santander, S.A.1.57%2.37%1.57%
ALLIANZ SE1.52%2.17%1.52%
IBERDROLA, S.A.1.32%1.88%1.32%
SIEMENS AKTIENGESELLSCHAFT1.29%3.07%1.29%
BBVABanco Bilbao Vizcaya Argentaria, S.A.1.10%1.72%1.10%
BNP PARIBAS SA0.92%1.40%0.92%
SNYSANOFI SA0.90%1.24%0.90%
ENEL - SPA0.83%1.18%0.83%
INTESA SANPAOLO SPA0.83%1.21%0.83%

What each holds alone

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

Only in EFV

HSBCHSBC HOLDINGS PLC2.77%
MUFGMitsubishi Corporation2.67%
ROCHE HOLDING AG2.57%
NESTLE S.A.2.29%
SHELSHELL PLC2.27%
BHPBHP GROUP LIMITED1.76%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%
TMTOYOTA MOTOR CORPORATION1.59%
RIORIO TINTO LIMITED1.40%
BRITISH AMERICAN TOBACCO P.L.C.1.12%

Only in EZU

ASMLASML Holding N.V.8.09%
SAPSAP SE2.43%
SCHNEIDER ELECTRIC SE2.22%
SIEMENS ENERGY AG1.89%
LVMH MOET HENNESSY LOUIS VUITTON SE1.75%
SAFRAN SA1.63%
AIRBUS SE1.60%
INFINEON TECHNOLOGIES AG1.60%
L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGES CLAUDE SA1.54%
L'OREAL SA1.37%

Questions people ask

Is EFV the same as EZU?

33.8% of their weight sits in the same 139 holdings. EFV also reports HSBC, MUFG, ROCHE HOLDING AG, which the other does not. EZU also reports ASML, SAP, SCHNEIDER ELECTRIC SE, which the other does not.

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

Which holds more, EZU or EFV?

EFV reports 382 stock positions and EZU reports 220. 64.2% of EFV's weight sits in names EZU does not hold, and 45.2% of EZU's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 28.1% of EZU.

How do EFV and EZU differ by sector?

The widest gap is Technology: EZU has 12.1 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.

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.