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

EFV and IEFA share 48.5% of their weight across 382 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 IEFA

48.5%

382 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

IEFA

iShares Core MSCI EAFE ETF

Reported positions cover 97% of the fund, 1,568 positions · Apr 30, 2026

Top 10: 12.0%·Holdings of IEFA

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

IEFA vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

0.0% of its weight is in 0 names IEFA does not hold

IEFAiShares Core MSCI EAFE ETF

1,568

stock positions reported to the SEC

46.7% of its weight is in 1,186 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
8.5%
Energy
6.2%
2.8%
Technology
0.0%
5.1%
Healthcare
2.7%
4.6%
Basic Materials
3.9%
0.0%
Consumer Cyclical
2.0%
1.8%

The widest gap is Financial Services: EFV has 5.3 points more of it.

The figures side by side

EFVIEFA
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported3821,568
Weight of the ten largest20.8%12.0%
Largest positionHSBC 2.8%ASML 2.2%
Held alone0 positions, 0.0%1,186 positions, 46.7%
Covered by stock positions98%97%

Holdings they share

StockIn EFVIn IEFACounted
HSBCHSBC HOLDINGS PLC2.77%1.24%1.24%
MUFGMitsubishi Corporation2.67%1.21%1.21%
ROCHE HOLDING AG2.57%1.18%1.18%
NESTLE S.A.2.29%1.03%1.03%
SHELSHELL PLC2.27%1.02%1.02%
SIEMENS AKTIENGESELLSCHAFT1.29%0.89%0.89%
BHPBHP GROUP LIMITED1.76%0.79%0.79%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%0.75%0.75%
TTETOTALENERGIES SE1.62%0.73%0.73%
TMTOYOTA MOTOR CORPORATION1.59%0.71%0.71%

What each holds alone

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

Only in EFV

Nothing among its reported positions that the others do not also hold.

Only in IEFA

ASMLASML Holding N.V.2.21%
AZNASTRAZENECA PLC1.16%
NVSNovartis AG1.11%
SAPSAPPORO HOLDINGS LIMITED0.71%
SCHNEIDER ELECTRIC SE0.69%
SIEMENS ENERGY AG0.65%
ABB LTD0.62%
HITACHI, LTD.0.57%
ADVANTEST CORPORATION0.56%
UBSUBS Group AG0.55%

Questions people ask

Is EFV the same as IEFA?

48.5% of their weight sits in the same 382 holdings. Among its reported positions, EFV holds nothing the other does not also hold. IEFA also reports ASML, AZN, NVS, which the other does not.

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

Which holds more, IEFA or EFV?

EFV reports 382 stock positions and IEFA reports 1,568. 0.0% of EFV's weight sits in names IEFA does not hold, and 46.7% of IEFA's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 12.0% of IEFA.

How do EFV and IEFA differ by sector?

The widest gap is Financial Services: EFV has 5.3 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.

Other pairs with these funds

IEFA against other funds in the table

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.