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

EFV and IDV share 14.8% of their weight across 49 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 IDV

14.8%

49 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

IDV

iShares International Select Dividend ETF

Reported positions cover 97% of the fund, 97 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of IDV

Reported positions cover EFV 98%, IDV 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IDV vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

83.2% of its weight is in 333 names IDV does not hold

IDViShares International Select Dividend ETF

97

stock positions reported to the SEC

27.7% of its weight is in 48 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
1.5%
Energy
6.2%
7.8%
Basic Materials
3.9%
2.8%
Healthcare
2.7%
0.0%
Consumer Cyclical
2.0%
0.0%
Technology
0.0%
1.2%

The widest gap is Financial Services: EFV has 12.3 points more of it.

The figures side by side

EFVIDV
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported38297
Weight of the ten largest20.8%27.9%
Largest positionHSBC 2.8%TTE 4.9%
Held alone333 positions, 83.2%48 positions, 27.7%
Covered by stock positions98%97%

Holdings they share

StockIn EFVIn IDVCounted
TTETOTALENERGIES SE1.62%4.88%1.62%
RIORIO TINTO LIMITED1.40%2.79%1.40%
BRITISH AMERICAN TOBACCO P.L.C.1.12%3.63%1.12%
ZURICH INSURANCE GROUP AG0.89%1.84%0.89%
ENEL - SPA0.83%3.10%0.83%
ING GROEP N.V.0.74%1.65%0.74%
NWGNATWEST GROUP PLC0.56%1.46%0.56%
EENI S.P.A.0.51%2.92%0.51%
NORDEA BANK ABP0.51%1.61%0.51%
CAIXABANK, S.A.0.43%1.06%0.43%

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%
SANBanco Santander, S.A.1.57%
ALLIANZ SE1.52%

Only in IDV

THE BANK OF NOVA SCOTIA1.44%
KIA CORPORATION1.30%
EMAEMERA INCORPORATED1.06%
TELIA COMPANY AB1.02%
TELEPERFORMANCE SE0.95%
SIGNIFY N.V.0.89%
FDJ UNITED0.88%
ARKEMA SA0.87%
ITV PLC0.81%
ENAGAS S.A.0.80%

Questions people ask

Is EFV the same as IDV?

14.8% of their weight sits in the same 49 holdings. EFV also reports HSBC, MUFG, ROCHE HOLDING AG, which the other does not. IDV also reports THE BANK OF NOVA SCOTIA, KIA CORPORATION, EMA, which the other does not.

How is the overlap between EFV and IDV 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 97% of IDV, so the number cannot exceed the smaller coverage.

Which holds more, IDV or EFV?

EFV reports 382 stock positions and IDV reports 97. 83.2% of EFV's weight sits in names IDV does not hold, and 27.7% of IDV's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 27.9% of IDV.

How do EFV and IDV differ by sector?

The widest gap is Financial Services: EFV has 12.3 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.