EWG vs FEZ overlap - what they share and where they differ

EWG and FEZ share 19.8% of their weight across 11 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.

EWG and FEZ

19.8%

11 shared positions

EWG

iShares MSCI Germany ETF

Reported positions cover 100% of the fund, 52 positions · May 31, 2026

Top 10: 62.4%·Holdings of EWG

FEZ

State Street(R) SPDR(R) EURO STOXX 50(R) ETF

Reported positions cover 99% of the fund, 49 positions · Jun 30, 2026

Top 10: 41.9%·Holdings of FEZ

Reported positions cover EWG 100%, FEZ 99% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

FEZ vs EWG side by side

EWGiShares MSCI Germany ETF

52

stock positions reported to the SEC

46.1% of its weight is in 41 names FEZ does not hold

FEZState Street(R) SPDR(R) EURO STOXX 50(R) ETF

49

stock positions reported to the SEC

79.2% of its weight is in 38 names EWG does not hold

Where each fund's weight sits

EWG
FEZ
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
9.7%
13.5%
Financial Services
3.0%
5.7%
Consumer Cyclical
3.5%
3.6%
Energy
0.0%
3.5%
Healthcare
1.9%
3.1%

The widest gap is Technology: FEZ has 3.7 points more of it.

The figures side by side

EWGFEZ
Filing dateMay 31, 2026Jun 30, 2026
Stock positions reported5249
Weight of the ten largest62.4%41.9%
Largest positionSIEMENS AKTIENGESELLSCHAFT 12.0%ASML 10.4%
Held alone41 positions, 46.1%38 positions, 79.2%
Covered by stock positions100%99%

Holdings they share

StockIn EWGIn FEZCounted
ALLIANZ SE8.47%3.56%3.56%
SAPSAP SE9.49%3.06%3.06%
SIEMENS ENERGY AG7.37%3.05%3.05%
INFINEON TECHNOLOGIES AG6.22%2.41%2.41%
DEUTSCHE TELEKOM AG6.21%1.87%1.87%
DBDeutsche Bank Aktiengesellschaft2.96%1.28%1.28%
DEUTSCHE POST AG2.75%1.14%1.14%
RHRheinmetall Aktiengesellschaft3.48%1.04%1.04%
BASF SE2.66%0.94%0.94%
ADIDAS AG1.66%0.73%0.73%

What each holds alone

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

Only in EWG

SIEMENS AKTIENGESELLSCHAFT11.97%
MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AKTIENGESELLSCHAFT IN MUENCHEN3.45%
DEUTSCHE BOERSE AKTIENGESELLSCHAFT2.73%
E.ON SE2.40%
BAYER AKTIENGESELLSCHAFT2.10%
RWE AKTIENGESELLSCHAFT2.02%
COMMERZBANK AKTIENGESELLSCHAFT.1.58%
HEIDELBERG MATERIALS AG1.49%
BAYERISCHE MOTOREN WERKE AKTIENGESELLSCHAFT1.47%
DAIMLER TRUCK HOLDING AG1.13%

Only in FEZ

ASMLASML Holding NV10.39%
SIEMENS AG4.66%
BANCO SANTANDER SA4.01%
SCHNEIDER ELECTRIC SE3.72%
TTETotalEnergies SE3.50%
IBERDROLA SA3.10%
SAFRAN SA2.88%
BBVABanco Bilbao Vizcaya Argentaria SA2.78%
LVMH MOET HENNESSY LOUIS VUITTON SE2.70%
UNICREDIT SPA2.67%

Questions people ask

Is EWG the same as FEZ?

19.8% of their weight sits in the same 11 holdings. EWG also reports SIEMENS AKTIENGESELLSCHAFT, MUENCHENER RUECKVERSICHERUNGS-GESELLSCHAFT AKTIENGESELLSCHAFT IN MUENCHEN, DEUTSCHE BOERSE AKTIENGESELLSCHAFT, which the other does not. FEZ also reports ASML, SIEMENS AG, BANCO SANTANDER SA, which the other does not.

How is the overlap between EWG and FEZ measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of EWG and 99% of FEZ, so the number cannot exceed the smaller coverage.

Which holds more, FEZ or EWG?

EWG reports 52 stock positions and FEZ reports 49. 46.1% of EWG's weight sits in names FEZ does not hold, and 79.2% of FEZ's weight in names EWG does not hold. The ten largest positions are 62.4% of EWG and 41.9% of FEZ.

How do EWG and FEZ differ by sector?

The widest gap is Technology: FEZ has 3.7 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.