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

IEFA and VGK share 43.3% of their weight across 518 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 VGK

43.3%

518 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

VGK

VANGUARD EUROPEAN STOCK INDEX FUND

Reported positions cover 99% of the fund, 964 positions · Apr 30, 2026

Top 10: 18.2%·Holdings of VGK

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

VGK vs IEFA side by side

IEFAiShares Core MSCI EAFE ETF

1,568

stock positions reported to the SEC

52.4% of its weight is in 1,050 names VGK does not hold

VGKVANGUARD EUROPEAN STOCK INDEX FUND

964

stock positions reported to the SEC

30.2% of its weight is in 446 names IEFA does not hold

Where each fund's weight sits

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

Largest sectors for both funds

Financial Services
8.5%
6.4%
Healthcare
4.6%
7.1%
Technology
5.1%
5.9%
Energy
2.8%
3.8%
Consumer Cyclical
1.8%
2.3%

The widest gap is Healthcare: VGK has 2.5 points more of it.

The figures side by side

IEFAVGK
Filing dateApr 30, 2026Apr 30, 2026
Stock positions reported1,568964
Weight of the ten largest12.0%18.2%
Largest positionASML 2.2%ASML 3.6%
Held alone1,050 positions, 52.4%446 positions, 30.2%
Covered by stock positions97%99%

Holdings they share

StockIn IEFAIn VGKCounted
ASMLASML Holding N.V.2.21%3.61%2.21%
HSBCHSBC HOLDINGS PLC1.24%2.03%1.24%
ROCHE HOLDING AG1.18%1.92%1.18%
AZNASTRAZENECA PLC1.16%1.83%1.16%
NVSNovartis AG1.11%1.83%1.11%
SHELSHELL PLC1.02%1.66%1.02%
TTETOTALENERGIES SE0.73%1.09%0.73%
SAPSAPPORO HOLDINGS LIMITED0.71%1.11%0.71%
SCHNEIDER ELECTRIC SE0.69%1.11%0.69%
ALLIANZ SE0.68%1.12%0.68%

What each holds alone

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

Only in IEFA

MUFGMitsubishi Corporation1.21%
NESTLE S.A.1.03%
SIEMENS AKTIENGESELLSCHAFT0.89%
COMMONWEALTH BANK OF AUSTRALIA0.83%
BHPBHP GROUP LIMITED0.79%
SMFGSumitomo Mitsui Trust Group, Inc.0.75%
TMTOYOTA MOTOR CORPORATION0.71%
SANBanco Santander, S.A.0.70%
IBERDROLA, S.A.0.59%
HITACHI, LTD.0.57%

Only in VGK

NESTLE SA1.68%
SIEMENS AG1.40%
BANCO SANTANDER SA1.15%
IBERDROLA SA0.99%
AIR LIQUIDE SA0.80%
BTIBritish American Tobacco PLC0.80%
UNICREDIT SPA0.75%
CIE FINANCIERE RICHEMONT SA0.65%
INVESTOR AB0.59%
ENEL SPA0.58%

Questions people ask

Is IEFA the same as VGK?

43.3% of their weight sits in the same 518 holdings. IEFA also reports MUFG, NESTLE S.A., SIEMENS AKTIENGESELLSCHAFT, which the other does not. VGK also reports NESTLE SA, SIEMENS AG, BANCO SANTANDER SA, which the other does not.

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

Which holds more, VGK or IEFA?

IEFA reports 1,568 stock positions and VGK reports 964. 52.4% of IEFA's weight sits in names VGK does not hold, and 30.2% of VGK's weight in names IEFA does not hold. The ten largest positions are 12.0% of IEFA and 18.2% of VGK.

How do IEFA and VGK differ by sector?

The widest gap is Healthcare: VGK has 2.5 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.