EWU vs IDV overlap - what they share and where they differ

EWU and IDV share 10.5% of their weight across 8 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.

EWU and IDV

10.5%

8 shared positions

EWU

iShares MSCI United Kingdom ETF

Reported positions cover 99% of the fund, 71 positions · May 31, 2026

Top 10: 52.4%·Holdings of EWU

IDV

iShares International Select Dividend ETF

Reported positions cover 97% of the fund, 97 positions · Apr 30, 2026

Top 10: 27.9%·Holdings of IDV

Reported positions cover EWU 99%, IDV 97% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IDV vs EWU side by side

EWUiShares MSCI United Kingdom ETF

71

stock positions reported to the SEC

86.5% of its weight is in 63 names IDV does not hold

IDViShares International Select Dividend ETF

97

stock positions reported to the SEC

83.6% of its weight is in 89 names EWU does not hold

Where each fund's weight sits

EWU
IDV
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Financial Services
18.7%
1.5%
Healthcare
12.6%
0.0%
Energy
11.0%
7.8%
Consumer Defensive
6.9%
0.0%
Basic Materials
3.7%
2.8%
Technology
0.0%
1.2%

The widest gap is Financial Services: EWU has 17.2 points more of it.

The figures side by side

EWUIDV
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported7197
Weight of the ten largest52.4%27.9%
Largest positionHSBC 10.1%TTE 4.9%
Held alone63 positions, 86.5%89 positions, 83.6%
Covered by stock positions99%97%

Holdings they share

StockIn EWUIn IDVCounted
BRITISH AMERICAN TOBACCO P.L.C.4.20%3.63%3.63%
RIORIO TINTO PLC3.74%2.79%2.79%
NWGNATWEST GROUP PLC2.01%1.46%1.46%
IMPERIAL BRANDS PLC0.85%1.55%0.85%
LEGAL & GENERAL GROUP PLC0.65%1.19%0.65%
BT GROUP PLC0.52%1.07%0.52%
ADMIRAL GROUP PLC0.36%0.81%0.36%
STANDARD LIFE PLC0.23%0.73%0.23%

What each holds alone

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

Only in EWU

HSBCHSBC HOLDINGS PLC10.06%
AZNASTRAZENECA PLC8.98%
SHELSHELL PLC7.51%
ROLLS-ROYCE HOLDINGS PLC4.71%
ULUNILEVER PLC3.83%
BPBP P.L.C.3.47%
GSKGSK PLC3.21%
BCSBARCLAYS PLC2.64%
BAE SYSTEMS PLC2.55%
LYGLLOYDS BANKING GROUP PLC2.51%

Only in IDV

TTETOTALENERGIES SE4.88%
ENEL - SPA3.10%
EENI S.P.A.2.92%
MERCEDES-BENZ GROUP AG2.34%
TELEFONICA, S.A.2.32%
AKER BP ASA2.14%
REPSOL, S.A.1.90%
ZURICH INSURANCE GROUP AG1.84%
FORTESCUE LTD1.80%
VOLKSWAGEN AKTIENGESELLSCHAFT1.80%

Questions people ask

Is EWU the same as IDV?

10.5% of their weight sits in the same 8 holdings. EWU also reports HSBC, AZN, SHEL, which the other does not. IDV also reports TTE, ENEL - SPA, E, which the other does not.

How is the overlap between EWU and IDV 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 EWU and 97% of IDV, so the number cannot exceed the smaller coverage.

Which holds more, IDV or EWU?

EWU reports 71 stock positions and IDV reports 97. 86.5% of EWU's weight sits in names IDV does not hold, and 83.6% of IDV's weight in names EWU does not hold. The ten largest positions are 52.4% of EWU and 27.9% of IDV.

How do EWU and IDV differ by sector?

The widest gap is Financial Services: EWU has 17.2 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.