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

EWU and IQLT share 16.5% of their weight across 35 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 IQLT

16.5%

35 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

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 EWU 99%, 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 EWU side by side

EWUiShares MSCI United Kingdom ETF

71

stock positions reported to the SEC

42.9% of its weight is in 36 names IQLT does not hold

IQLTiShares MSCI Intl Quality Factor ETF

279

stock positions reported to the SEC

82.0% of its weight is in 244 names EWU does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
18.7%
3.1%
Healthcare
12.6%
6.3%
Energy
11.0%
5.1%
Technology
0.0%
7.9%
Consumer Defensive
6.9%
0.0%
Basic Materials
3.7%
5.1%

The widest gap is Financial Services: EWU has 15.6 points more of it.

The figures side by side

EWUIQLT
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported71279
Weight of the ten largest52.4%25.0%
Largest positionHSBC 10.1%ASML 6.0%
Held alone36 positions, 42.9%244 positions, 82.0%
Covered by stock positions99%99%

Holdings they share

StockIn EWUIn IQLTCounted
SHELSHELL PLC7.51%2.55%2.55%
AZNASTRAZENECA PLC8.98%2.02%2.02%
ULUNILEVER PLC3.83%1.17%1.17%
RIORIO TINTO PLC3.74%1.06%1.06%
RELXRELX PLC1.85%0.92%0.92%
GSKGSK PLC3.21%0.79%0.79%
BAE SYSTEMS PLC2.55%0.78%0.78%
LONDON STOCK EXCHANGE GROUP PLC1.73%0.70%0.70%
BRITISH AMERICAN TOBACCO P.L.C.4.20%0.61%0.61%
NGGNATIONAL GRID PLC2.49%0.59%0.59%

What each holds alone

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

Only in EWU

HSBCHSBC HOLDINGS PLC10.06%
ROLLS-ROYCE HOLDINGS PLC4.71%
BPBP P.L.C.3.47%
BCSBARCLAYS PLC2.64%
LYGLLOYDS BANKING GROUP PLC2.51%
GLENCORE PLC2.37%
NWGNATWEST GROUP PLC2.01%
ANGLO AMERICAN PLC1.87%
STANDARD CHARTERED PLC1.60%
HLNHALEON PLC1.25%

Only in IQLT

ASMLASML Holding N.V.6.04%
ALLIANZ SE2.49%
ROCHE HOLDING AG2.27%
NVSNovartis AG2.25%
ABB LTD2.21%
NESTLE S.A.1.99%
ZURICH INSURANCE GROUP AG1.61%
ADVANTEST CORPORATION1.55%
TOKIO MARINE HOLDINGS, INC.1.55%
SCHNEIDER ELECTRIC SE1.54%

Questions people ask

Is EWU the same as IQLT?

16.5% of their weight sits in the same 35 holdings. EWU also reports HSBC, ROLLS-ROYCE HOLDINGS PLC, BP, which the other does not. IQLT also reports ASML, ALLIANZ SE, ROCHE HOLDING AG, which the other does not.

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

Which holds more, IQLT or EWU?

EWU reports 71 stock positions and IQLT reports 279. 42.9% of EWU's weight sits in names IQLT does not hold, and 82.0% of IQLT's weight in names EWU does not hold. The ten largest positions are 52.4% of EWU and 25.0% of IQLT.

How do EWU and IQLT differ by sector?

The widest gap is Financial Services: EWU has 15.6 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.