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

EUFN and IVLU share 17.9% of their weight across 47 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.

EUFN and IVLU

17.9%

47 shared positions

EUFN

iShares MSCI Europe Financials ETF

Reported positions cover 99% of the fund, 83 positions · Apr 30, 2026

Top 10: 42.3%·Holdings of EUFN

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 EUFN 99%, 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 EUFN side by side

EUFNiShares MSCI Europe Financials ETF

83

stock positions reported to the SEC

35.0% of its weight is in 36 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

80.1% of its weight is in 280 names EUFN does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
32.0%
15.2%
Healthcare
0.0%
4.9%
Energy
0.5%
4.3%
Basic Materials
2.4%
3.7%
Consumer Cyclical
0.0%
3.3%
Technology
0.7%
0.0%

The widest gap is Financial Services: EUFN has 16.8 points more of it.

The figures side by side

EUFNIVLU
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported83327
Weight of the ten largest42.3%18.2%
Largest positionHSBC 9.3%HSBC 2.3%
Held alone36 positions, 35.0%280 positions, 80.1%
Covered by stock positions99%98%

Holdings they share

StockIn EUFNIn IVLUCounted
HSBCHSBC HOLDINGS PLC9.34%2.29%2.29%
SANBanco Santander, S.A.5.30%1.64%1.64%
BNP PARIBAS SA3.12%1.63%1.63%
BCSBARCLAYS PLC2.40%1.02%1.02%
BBVABanco Bilbao Vizcaya Argentaria, S.A.3.73%0.92%0.92%
SOCIETE GENERALE SA1.64%0.82%0.82%
UNICREDIT, SOCIETA PER AZIONI3.20%0.82%0.82%
ING GROEP N.V.2.50%0.66%0.66%
DBDeutsche Bank Aktiengesellschaft1.67%0.64%0.64%
LYGLLOYDS BANKING GROUP PLC2.37%0.62%0.62%

What each holds alone

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

Only in EUFN

ALLIANZ SE5.13%
UBSUBS Group AG4.15%
ZURICH INSURANCE GROUP AG3.02%
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AKTIENGESELLSCHAFT IN MUENCHEN2.31%
INVESTOR AKTIEBOLAG2.19%
LONDON STOCK EXCHANGE GROUP PLC1.76%
DEUTSCHE BOERSE AKTIENGESELLSCHAFT1.71%
SWISS RE AG1.42%
ASSICURAZIONI GENERALI SOCIETA PER AZIONI1.13%
PUKPRUDENTIAL PUBLIC LIMITED COMPANY1.13%

Only in IVLU

MUFGMitsubishi UFJ Financial Group, Inc.2.25%
BRITISH AMERICAN TOBACCO P.L.C.1.98%
SMFGSumitomo Mitsui Trust Group, Inc.1.86%
TMTOYOTA MOTOR CORPORATION1.79%
ROCHE HOLDING AG1.67%
NVSNovartis AG1.63%
NOKIA OYJ1.43%
SHELSHELL PLC1.43%
SIEMENS AKTIENGESELLSCHAFT1.37%
TTETOTALENERGIES SE1.32%

Questions people ask

Is EUFN the same as IVLU?

17.9% of their weight sits in the same 47 holdings. EUFN also reports ALLIANZ SE, UBS, ZURICH INSURANCE GROUP AG, which the other does not. IVLU also reports MUFG, BRITISH AMERICAN TOBACCO P.L.C., SMFG, which the other does not.

How is the overlap between EUFN 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 99% of EUFN and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or EUFN?

EUFN reports 83 stock positions and IVLU reports 327. 35.0% of EUFN's weight sits in names IVLU does not hold, and 80.1% of IVLU's weight in names EUFN does not hold. The ten largest positions are 42.3% of EUFN and 18.2% of IVLU.

How do EUFN and IVLU differ by sector?

The widest gap is Financial Services: EUFN has 16.8 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.

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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.