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

EWA and IEFA share 5.7% of their weight across 40 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.

EWA and IEFA

5.7%

40 shared positions

EWA

iShares MSCI Australia ETF

Reported positions cover 91% of the fund, 40 positions · May 31, 2026

Top 10: 64.1%·Holdings of EWA

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 EWA 91%, 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 EWA side by side

EWAiShares MSCI Australia ETF

40

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

91.0% of its weight is in 1,528 names EWA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Basic Materials
19.1%
0.0%
Financial Services
3.6%
8.5%
Technology
0.6%
5.1%
Healthcare
0.0%
4.6%
Energy
2.9%
2.8%
Consumer Cyclical
0.0%
1.8%

The widest gap is Basic Materials: EWA has 19.1 points more of it.

The figures side by side

EWAIEFA
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported401,568
Weight of the ten largest64.1%12.0%
Largest positionBHP 15.7%ASML 2.2%
Held alone0 positions, 0.0%1,528 positions, 91.0%
Covered by stock positions91%97%

Holdings they share

StockIn EWAIn IEFACounted
COMMONWEALTH BANK OF AUSTRALIA13.76%0.83%0.83%
BHPBHP GROUP LIMITED15.69%0.79%0.79%
RIORIO TINTO LIMITED3.45%0.63%0.63%
WESTPAC BANKING CORPORATION6.14%0.38%0.38%
NATIONAL AUSTRALIA BANK LIMITED5.71%0.35%0.35%
ANZ GROUP HOLDINGS LIMITED5.30%0.31%0.31%
MACQUARIE GROUP LIMITED4.31%0.25%0.25%
WESFARMERS LIMITED4.51%0.24%0.24%
WDSWOODSIDE ENERGY GROUP LTD2.89%0.18%0.18%
KOYNCSL LIMITED2.34%0.17%0.17%

What each holds alone

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

Only in EWA

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

Only in IEFA

ASMLASML Holding N.V.2.21%
HSBCHSBC HOLDINGS PLC1.24%
MUFGMitsubishi Corporation1.21%
ROCHE HOLDING AG1.18%
AZNASTRAZENECA PLC1.16%
NVSNovartis AG1.11%
NESTLE S.A.1.03%
SHELSHELL PLC1.02%
NODKNIPPON KANZAI Holdings Co.,Ltd.0.93%
SIEMENS AKTIENGESELLSCHAFT0.89%

Questions people ask

Is EWA the same as IEFA?

5.7% of their weight sits in the same 40 holdings. Among its reported positions, EWA holds nothing the other does not also hold. IEFA also reports ASML, HSBC, MUFG, which the other does not.

How is the overlap between EWA 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 91% of EWA and 97% of IEFA, so the number cannot exceed the smaller coverage.

Which holds more, IEFA or EWA?

EWA reports 40 stock positions and IEFA reports 1,568. 0.0% of EWA's weight sits in names IEFA does not hold, and 91.0% of IEFA's weight in names EWA does not hold. The ten largest positions are 64.1% of EWA and 12.0% of IEFA.

How do EWA and IEFA differ by sector?

The widest gap is Basic Materials: EWA has 19.1 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.