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

EFV and IVLU share 62.6% of their weight across 257 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 IVLU

62.6%

257 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

IVLU

iShares MSCI Intl Value Factor ETF

Reported positions cover 98% of the fund, 327 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of IVLU

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

IVLU vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

25.2% of its weight is in 125 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

15.1% of its weight is in 70 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
15.2%
Energy
6.2%
4.3%
Healthcare
2.7%
4.9%
Basic Materials
3.9%
3.7%
Consumer Cyclical
2.0%
3.3%

The widest gap is Healthcare: IVLU has 2.2 points more of it.

The figures side by side

EFVIVLU
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported382327
Weight of the ten largest20.8%18.2%
Largest positionHSBC 2.8%HSBC 2.3%
Held alone125 positions, 25.2%70 positions, 15.1%
Covered by stock positions98%98%

Holdings they share

StockIn EFVIn IVLUCounted
HSBCHSBC HOLDINGS PLC2.77%2.29%2.29%
MUFGMitsubishi Corporation2.67%2.25%2.25%
ROCHE HOLDING AG2.57%1.67%1.67%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%1.86%1.66%
TMTOYOTA MOTOR CORPORATION1.59%1.79%1.59%
SANBanco Santander, S.A.1.57%1.64%1.57%
SHELSHELL PLC2.27%1.43%1.43%
TTETOTALENERGIES SE1.62%1.32%1.32%
SIEMENS AKTIENGESELLSCHAFT1.29%1.37%1.29%
RIORIO TINTO LIMITED1.40%1.19%1.19%

What each holds alone

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

Only in EFV

NESTLE S.A.2.29%
ALLIANZ SE1.52%
IBERDROLA, S.A.1.32%
ZURICH INSURANCE GROUP AG0.89%
WESTPAC BANKING CORPORATION0.84%
NATIONAL AUSTRALIA BANK LIMITED0.78%
ULUNILEVER PLC0.72%
ANZ GROUP HOLDINGS LIMITED0.70%
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AKTIENGESELLSCHAFT IN MUENCHEN0.68%
COMMONWEALTH BANK OF AUSTRALIA0.65%

Only in IVLU

NVSNovartis AG1.63%
INFINEON TECHNOLOGIES AG1.11%
ITOCHU CORPORATION0.77%
VINPVINCI SA0.76%
STMSTMicroelectronics N.V.0.72%
BUDANHEUSER-BUSCH INBEV SA0.63%
MITSUBISHI ELECTRIC CORPORATION0.59%
TDK CORPORATION0.49%
MFCMANULIFE FINANCIAL CORPORATION0.41%
THE BANK OF NOVA SCOTIA0.40%

Questions people ask

Is EFV the same as IVLU?

62.6% of their weight sits in the same 257 holdings. EFV also reports NESTLE S.A., ALLIANZ SE, IBERDROLA, S.A., which the other does not. IVLU also reports NVS, INFINEON TECHNOLOGIES AG, ITOCHU CORPORATION, which the other does not.

How is the overlap between EFV and IVLU 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 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or EFV?

EFV reports 382 stock positions and IVLU reports 327. 25.2% of EFV's weight sits in names IVLU does not hold, and 15.1% of IVLU's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 18.2% of IVLU.

How do EFV and IVLU differ by sector?

The widest gap is Healthcare: IVLU has 2.2 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.