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

EWH and IVLU share 2.5% of their weight across 15 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.

EWH and IVLU

2.5%

15 shared positions

EWH

iShares MSCI Hong Kong ETF

Reported positions cover 88% of the fund, 23 positions · May 31, 2026

Top 10: 66.5%·Holdings of EWH

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 EWH 88%, 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 EWH side by side

EWHiShares MSCI Hong Kong ETF

23

stock positions reported to the SEC

49.6% of its weight is in 8 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

95.5% of its weight is in 312 names EWH does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Technology
26.9%
0.0%
Financial Services
0.0%
15.2%
Healthcare
0.0%
4.9%
Energy
0.0%
4.3%
Basic Materials
0.0%
3.7%
Consumer Cyclical
0.0%
3.3%

The widest gap is Technology: EWH has 26.9 points more of it.

The figures side by side

EWHIVLU
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported23327
Weight of the ten largest66.5%18.2%
Largest positionAIAI 22.9%HSBC 2.3%
Held alone8 positions, 49.6%312 positions, 95.5%
Covered by stock positions88%98%

Holdings they share

StockIn EWHIn IVLUCounted
CK HUTCHISON HOLDINGS LIMITED6.01%0.72%0.72%
SUN HUNG KAI PROPERTIES LIMITED4.47%0.32%0.32%
JARDINE MATHESON HOLDINGS LIMITED2.31%0.31%0.31%
WH GROUP LIMITED2.54%0.23%0.23%
BOC HONG KONG (HOLDINGS) LIMITED5.05%0.16%0.16%
SINO LAND COMPANY LIMITED1.58%0.13%0.13%
SWIRE PACIFIC LIMITED1.16%0.11%0.11%
MTR CORPORATION LIMITED1.73%0.10%0.10%
CK ASSET HOLDINGS LIMITED3.03%0.09%0.09%
POWER ASSETS HOLDINGS LIMITED2.79%0.08%0.08%

What each holds alone

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

Only in EWH

AIAIAIA Group Limited22.85%
HONG KONG EXCHANGES AND CLEARING LIMITED11.19%
TECHTRONIC INDUSTRIES COMPANY LIMITED4.34%
CLPSCLP HOLDINGS LIMITED4.07%
THE HONG KONG AND CHINA GAS COMPANY LIMITED2.68%
GALAXY ENTERTAINMENT GROUP LIMITED2.16%
SANDS CHINA LTD.1.36%
THE WHARF (HOLDINGS) LIMITED0.92%

Only in IVLU

HSBCHSBC HOLDINGS PLC2.29%
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%
SANBanco Santander, S.A.1.64%
BNP PARIBAS SA1.63%
NVSNovartis AG1.63%
NOKIA OYJ1.43%

Questions people ask

Is EWH the same as IVLU?

2.5% of their weight sits in the same 15 holdings. EWH also reports AIAI, HONG KONG EXCHANGES AND CLEARING LIMITED, TECHTRONIC INDUSTRIES COMPANY LIMITED, which the other does not. IVLU also reports HSBC, MUFG, BRITISH AMERICAN TOBACCO P.L.C., which the other does not.

How is the overlap between EWH 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 88% of EWH and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or EWH?

EWH reports 23 stock positions and IVLU reports 327. 49.6% of EWH's weight sits in names IVLU does not hold, and 95.5% of IVLU's weight in names EWH does not hold. The ten largest positions are 66.5% of EWH and 18.2% of IVLU.

How do EWH and IVLU differ by sector?

The widest gap is Technology: EWH has 26.9 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.