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

EZU and IVLU share 32.9% of their weight across 108 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.

EZU and IVLU

32.9%

108 shared positions

EZU

iShares MSCI Eurozone ETF

Reported positions cover 99% of the fund, 220 positions · May 31, 2026

Top 10: 28.1%·Holdings of EZU

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 EZU 99%, 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 EZU side by side

EZUiShares MSCI Eurozone ETF

220

stock positions reported to the SEC

48.7% of its weight is in 112 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

61.9% of its weight is in 219 names EZU does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
5.9%
15.2%
Technology
12.1%
0.0%
Healthcare
2.7%
4.9%
Energy
2.9%
4.3%
Basic Materials
0.0%
3.7%
Consumer Cyclical
3.1%
3.3%

The widest gap is Technology: EZU has 12.1 points more of it.

The figures side by side

EZUIVLU
Filing dateMay 31, 2026Apr 30, 2026
Stock positions reported220327
Weight of the ten largest28.1%18.2%
Largest positionASML 8.1%HSBC 2.3%
Held alone112 positions, 48.7%219 positions, 61.9%
Covered by stock positions99%98%

Holdings they share

StockIn EZUIn IVLUCounted
SANBanco Santander, S.A.2.37%1.64%1.64%
BNP PARIBAS SA1.40%1.63%1.40%
SIEMENS AKTIENGESELLSCHAFT3.07%1.37%1.37%
TTETOTALENERGIES SE2.24%1.32%1.32%
SNYSANOFI SA1.24%1.17%1.17%
INFINEON TECHNOLOGIES AG1.60%1.11%1.11%
NOKIA OYJ1.00%1.43%1.00%
DEUTSCHE TELEKOM AG1.59%0.93%0.93%
BBVABanco Bilbao Vizcaya Argentaria, S.A.1.72%0.92%0.92%
UNICREDIT, SOCIETA PER AZIONI1.56%0.82%0.82%

What each holds alone

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

Only in EZU

ASMLASML Holding N.V.8.09%
SCHNEIDER ELECTRIC SE2.22%
ALLIANZ SE2.17%
SIEMENS ENERGY AG1.89%
IBERDROLA, S.A.1.88%
LVMH MOET HENNESSY LOUIS VUITTON SE1.75%
SAFRAN SA1.63%
AIRBUS SE1.60%
L'AIR LIQUIDE SOCIETE ANONYME POUR L'ETUDE ET L'EXPLOITATION DES PROCEDES GEORGES CLAUDE SA1.54%
L'OREAL SA1.37%

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%
NVSNovartis AG1.63%
SHELSHELL PLC1.43%
MITSUI & CO., LTD.1.30%
RIORIO TINTO LIMITED1.19%

Questions people ask

Is EZU the same as IVLU?

32.9% of their weight sits in the same 108 holdings. EZU also reports ASML, SCHNEIDER ELECTRIC SE, ALLIANZ SE, 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 EZU 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 99% of EZU and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or EZU?

EZU reports 220 stock positions and IVLU reports 327. 48.7% of EZU's weight sits in names IVLU does not hold, and 61.9% of IVLU's weight in names EZU does not hold. The ten largest positions are 28.1% of EZU and 18.2% of IVLU.

How do EZU and IVLU differ by sector?

The widest gap is Technology: EZU has 12.1 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.