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

IEFA and IVLU share 40.8% of their weight across 307 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.

IEFA and IVLU

40.8%

307 shared positions

IEFA

iShares Core MSCI EAFE ETF

Reported positions cover 97% of the fund, 1,568 positions · Apr 30, 2026

Top 10: 12.0%·Holdings of IEFA

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 IEFA 97%, 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 IEFA side by side

IEFAiShares Core MSCI EAFE ETF

1,568

stock positions reported to the SEC

55.1% of its weight is in 1,261 names IVLU does not hold

IVLUiShares MSCI Intl Value Factor ETF

327

stock positions reported to the SEC

3.3% of its weight is in 20 names IEFA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
8.5%
15.2%
Technology
5.1%
0.0%
Healthcare
4.6%
4.9%
Energy
2.8%
4.3%
Basic Materials
0.0%
3.7%
Consumer Cyclical
1.8%
3.3%

The widest gap is Financial Services: IVLU has 6.7 points more of it.

The figures side by side

IEFAIVLU
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,568327
Weight of the ten largest12.0%18.2%
Largest positionASML 2.2%HSBC 2.3%
Held alone1,261 positions, 55.1%20 positions, 3.3%
Covered by stock positions97%98%

Holdings they share

StockIn IEFAIn IVLUCounted
HSBCHSBC HOLDINGS PLC1.24%2.29%1.24%
MUFGMitsubishi Corporation1.21%2.25%1.21%
ROCHE HOLDING AG1.18%1.67%1.18%
NVSNovartis AG1.11%1.63%1.11%
SHELSHELL PLC1.02%1.43%1.02%
NODKNIPPON KANZAI Holdings Co.,Ltd.0.93%0.90%0.90%
SIEMENS AKTIENGESELLSCHAFT0.89%1.37%0.89%
BHPBHP GROUP LIMITED0.79%0.99%0.79%
SMFGSumitomo Mitsui Trust Group, Inc.0.75%1.86%0.75%
TTETOTALENERGIES SE0.73%1.32%0.73%

What each holds alone

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

Only in IEFA

ASMLASML Holding N.V.2.21%
AZNASTRAZENECA PLC1.16%
NESTLE S.A.1.03%
COMMONWEALTH BANK OF AUSTRALIA0.83%
SCHNEIDER ELECTRIC SE0.69%
ALLIANZ SE0.68%
SIEMENS ENERGY AG0.65%
ABB LTD0.62%
IBERDROLA, S.A.0.59%
HITACHI, LTD.0.57%

Only in IVLU

MFCMANULIFE FINANCIAL CORPORATION0.41%
THE BANK OF NOVA SCOTIA0.40%
BBARRICK MINING CORPORATION0.35%
NTRNutrien Ltd.0.35%
FAIRFAX FINANCIAL HOLDINGS LIMITED0.22%
MGAMagna International Inc.0.21%
KGCKINROSS GOLD CORPORATION0.18%
GIBCGI INC.0.17%
OTEXOpen Text Corporation0.16%
POWER CORPORATION OF CANADA0.14%

Questions people ask

Is IEFA the same as IVLU?

40.8% of their weight sits in the same 307 holdings. IEFA also reports ASML, AZN, NESTLE S.A., which the other does not. IVLU also reports MFC, THE BANK OF NOVA SCOTIA, B, which the other does not.

How is the overlap between IEFA 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 97% of IEFA and 98% of IVLU, so the number cannot exceed the smaller coverage.

Which holds more, IVLU or IEFA?

IEFA reports 1,568 stock positions and IVLU reports 327. 55.1% of IEFA's weight sits in names IVLU does not hold, and 3.3% of IVLU's weight in names IEFA does not hold. The ten largest positions are 12.0% of IEFA and 18.2% of IVLU.

How do IEFA and IVLU differ by sector?

The widest gap is Financial Services: IVLU has 6.7 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.

Other pairs with these funds

IEFA against other funds in the table

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.