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

EWA and IQLT share 5.7% of their weight across 18 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 IQLT

5.7%

18 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

IQLT

iShares MSCI Intl Quality Factor ETF

Reported positions cover 99% of the fund, 279 positions · Apr 30, 2026

Top 10: 25.0%·Holdings of IQLT

Reported positions cover EWA 91%, IQLT 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IQLT vs EWA side by side

EWAiShares MSCI Australia ETF

40

stock positions reported to the SEC

51.4% of its weight is in 22 names IQLT does not hold

IQLTiShares MSCI Intl Quality Factor ETF

279

stock positions reported to the SEC

92.8% of its weight is in 261 names EWA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Basic Materials
19.1%
5.1%
Technology
0.6%
7.9%
Healthcare
0.0%
6.3%
Energy
2.9%
5.1%
Financial Services
3.6%
3.1%

The widest gap is Basic Materials: EWA has 14.1 points more of it.

The figures side by side

EWAIQLT
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported40279
Weight of the ten largest64.1%25.0%
Largest positionBHP 15.7%ASML 6.0%
Held alone22 positions, 51.4%261 positions, 92.8%
Covered by stock positions91%99%

Holdings they share

StockIn EWAIn IQLTCounted
BHPBHP GROUP LIMITED15.69%1.40%1.40%
RIORIO TINTO LIMITED3.45%1.06%1.06%
WESFARMERS LIMITED4.51%0.65%0.65%
WDSWOODSIDE ENERGY GROUP LTD2.89%0.48%0.48%
QBE INSURANCE GROUP LIMITED1.70%0.34%0.34%
BRAMBLES LIMITED1.12%0.26%0.26%
ARISTOCRAT LEISURE LIMITED1.38%0.17%0.17%
FORTESCUE LTD1.89%0.17%0.17%
SUNCORP GROUP LIMITED0.94%0.17%0.17%
COMPUTERSHARE LIMITED0.90%0.15%0.15%

What each holds alone

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

Only in EWA

COMMONWEALTH BANK OF AUSTRALIA13.76%
WESTPAC BANKING CORPORATION6.14%
NATIONAL AUSTRALIA BANK LIMITED5.71%
ANZ GROUP HOLDINGS LIMITED5.30%
MACQUARIE GROUP LIMITED4.31%
KOYNCSL LIMITED2.34%
WOOLWORTHS GROUP LIMITED2.14%
COLES GROUP LIMITED1.45%
NTRSNORTHERN STAR RESOURCES LTD1.29%
SANTOS LIMITED1.27%

Only in IQLT

ASMLASML Holding N.V.6.04%
SHELSHELL PLC2.55%
ALLIANZ SE2.49%
ROCHE HOLDING AG2.27%
NVSNovartis AG2.25%
ABB LTD2.21%
AZNASTRAZENECA PLC2.02%
NESTLE S.A.1.99%
ZURICH INSURANCE GROUP AG1.61%
ADVANTEST CORPORATION1.55%

Questions people ask

Is EWA the same as IQLT?

5.7% of their weight sits in the same 18 holdings. EWA also reports COMMONWEALTH BANK OF AUSTRALIA, WESTPAC BANKING CORPORATION, NATIONAL AUSTRALIA BANK LIMITED, which the other does not. IQLT also reports ASML, SHEL, ALLIANZ SE, which the other does not.

How is the overlap between EWA and IQLT 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 99% of IQLT, so the number cannot exceed the smaller coverage.

Which holds more, IQLT or EWA?

EWA reports 40 stock positions and IQLT reports 279. 51.4% of EWA's weight sits in names IQLT does not hold, and 92.8% of IQLT's weight in names EWA does not hold. The ten largest positions are 64.1% of EWA and 25.0% of IQLT.

How do EWA and IQLT differ by sector?

The widest gap is Basic Materials: EWA has 14.1 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.

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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.