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

EFV and VYMI share 19.3% of their weight across 25 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 VYMI

19.3%

25 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

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND

Reported positions cover 38% of the fund, 50 positions · Apr 30, 2026

Top 10: 13.4%·Holdings of VYMI

Reported positions cover EFV 98%, VYMI 38% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

VYMI vs EFV side by side

EFViShares MSCI EAFE Value ETF

382

stock positions reported to the SEC

66.0% of its weight is in 357 names VYMI does not hold

VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND

50

stock positions reported to the SEC

17.7% of its weight is in 25 names EFV does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
13.8%
9.4%
Energy
6.2%
4.0%
Basic Materials
3.9%
1.6%
Healthcare
2.7%
3.4%
Consumer Cyclical
2.0%
1.8%

The widest gap is Financial Services: EFV has 4.4 points more of it.

The figures side by side

EFVVYMI
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported38250
Weight of the ten largest20.8%13.4%
Largest positionHSBC 2.8%HSBC 1.7%
Held alone357 positions, 66.0%25 positions, 17.7%
Covered by stock positions98%38%

Holdings they share

StockIn EFVIn VYMICounted
HSBCHSBC HOLDINGS PLC2.77%1.71%1.71%
ROCHE HOLDING AG2.57%1.56%1.56%
SHELSHELL PLC2.27%1.41%1.41%
TMTOYOTA MOTOR CORPORATION1.59%1.10%1.10%
MUFGMitsubishi Corporation2.67%1.07%1.07%
BHPBHP GROUP LIMITED1.76%1.05%1.05%
ALLIANZ SE1.52%0.94%0.94%
TTETOTALENERGIES SE1.62%0.92%0.92%
SMFGSumitomo Mitsui Trust Group, Inc.1.66%0.70%0.70%
BBVABanco Bilbao Vizcaya Argentaria, S.A.1.10%0.68%0.68%

What each holds alone

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

Only in EFV

NESTLE S.A.2.29%
SANBanco Santander, S.A.1.57%
IBERDROLA, S.A.1.32%
SIEMENS AKTIENGESELLSCHAFT1.29%
BRITISH AMERICAN TOBACCO P.L.C.1.12%
WESTPAC BANKING CORPORATION0.84%
ENEL - SPA0.83%
MITSUI & CO., LTD.0.81%
NATIONAL AUSTRALIA BANK LIMITED0.78%
ING GROEP N.V.0.74%

Only in VYMI

NVSNovartis AG1.54%
NESTLE SA1.42%
RYRoyal Bank of Canada1.36%
TDToronto-Dominion Bank/The0.98%
BANCO SANTANDER SA0.97%
IBERDROLA SA0.83%
UBSUBS Group AG0.76%
NVONovo Nordisk A/S0.74%
BTIBritish American Tobacco PLC0.67%
ENBEnbridge Inc0.66%

Questions people ask

Is EFV the same as VYMI?

19.3% of their weight sits in the same 25 holdings. EFV also reports NESTLE S.A., SAN, IBERDROLA, S.A., which the other does not. VYMI also reports NVS, NESTLE SA, RY, which the other does not.

How is the overlap between EFV and VYMI 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 38% of VYMI, so the number cannot exceed the smaller coverage.

Which holds more, VYMI or EFV?

EFV reports 382 stock positions and VYMI reports 50. 66.0% of EFV's weight sits in names VYMI does not hold, and 17.7% of VYMI's weight in names EFV does not hold. The ten largest positions are 20.8% of EFV and 13.4% of VYMI.

How do EFV and VYMI differ by sector?

The widest gap is Financial Services: EFV has 4.4 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.