EFA vs JGLO: Holdings Overlap
iShares · 705 holdings · $79.3B · as of 2026-04-30
JGLOJPMorgan Global Select Equity ETF
JPMorgan · 75 holdings · $6.8B · as of 2026-04-30
How similar are EFA and JGLO?
iShares MSCI EAFE ETF (EFA, by iShares) holds 705 positions; JPMorgan Global Select Equity ETF (JGLO, by JPMorgan) holds 75. They have 17 holdings in common, and by portfolio weight the two funds are 10.1% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 17EFA holds 705 · JGLO holds 75
- Weight in Shared Holdings
- EFA 11%·JGLO 20%Share of each fund's weight in stocks both funds own
Based on each fund's latest official holdings. How is this calculated?
What makes each fund different
Only in EFA
688 of 705 positions (88.2% of the fund) are not held by JGLO. Showing the top 30 by weight.
Sector Breakdown
| Sector | EFA | JGLO |
|---|---|---|
| Information Technology | 9.1% | 27.3% |
| Financials | 23.8% | 19.3% |
| Industrials | 18.5% | 7.6% |
| Consumer Discretionary | 6.4% | 15.5% |
| Health Care | 9.7% | 8.5% |
| Other Sectors | 26.3% | 20.8% |
| Unclassified | 5.5% | 0.0% |
Share of each fund's portfolio weight by GICS-style sector, compiled from issuer fund data and our own classification of the holdings, not the issuers' published sector charts. “Unclassified” is weight we could not classify (6% of EFA, 0% of JGLO).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EFA | +4.2% | +14.8% | +25.0% | +17.9% | +9.6% | +9.7% | 3.10% |
| JGLO | +4.0% | +10.0% | +15.2% | — | — | — | 1.09% |
Total returns including dividends, from adjusted daily closes as of 2026-08-07. 3Y/5Y/10Y are annualized. Yield is trailing-12-month distributions over the last close. Past performance does not predict future results.
Project the growth of $10,000 in EFA vs JGLO →
Shared Holdings(17)
The top 10 shared positions account for 78% of the overlap, led by ASML, SHEL and 8306.
 ASMLASML Holding NV | 2.58% | 1.63% | 1.63% |
|---|---|---|---|
 SHELShell PLC | 1.19% | 2.07% | 1.19% |
 8306Mitsubishi UFJ Financial Group Inc. NPV | 0.93% | 0.89% | 0.89% |
 7203Toyota Motor Corp. NPV | 0.84% | 1.00% | 0.84% |
 NOVOBNovo Nordisk A/S, Class B | 0.63% | 0.64% | 0.63% |
 MCLVMH Moet Hennessy Louis Vuitton SE | 0.61% | 0.81% | 0.61% |
 6758Sony Group Corp. NPV | 0.57% | 0.55% | 0.55% |
 SAFSafran SA | 0.53% | 1.70% | 0.53% |
 RIORio Tinto PLC | 0.52% | 1.37% | 0.52% |
 DBSDBS Group Holdings Ltd. | 0.45% | 1.08% | 0.45% |
 6861Keyence Corp. NPV | 0.41% | 1.26% | 0.41% |
 8766Tokio Marine Holdings Inc. NPV | 0.39% | 0.53% | 0.39% |
 MUV2Muenchener Rueckversicherungs-Gesellschaft AG (Registered) | 0.36% | 1.70% | 0.36% |
 NWGNatWest Group PLC | 0.29% | 0.56% | 0.29% |
 388Hong Kong Exchanges & Clearing Ltd. | 0.28% | 1.09% | 0.28% |
 DB1Deutsche Boerse AG | 0.27% | 1.44% | 0.27% |
 VOLVBVolvo AB, Class B | 0.26% | 1.26% | 0.26% |
Frequently Asked Questions
How much do EFA and JGLO overlap?
EFA and JGLO overlap by 10.1% of portfolio weight. They share 17 holdings (EFA holds 705 positions and JGLO holds 75), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EFA and JGLO?
The two portfolios are 10.1% identical by weight. Owning both is not redundant. Most of each portfolio is distinct, so the funds can serve different roles.
What are the biggest shared holdings of EFA and JGLO?
The largest positions held by both funds are ASML, SHEL, 8306, 7203 and NOVOB. Together the top 10 shared positions account for 78% of the total overlap.
What does EFA own that JGLO doesn't?
688 positions (88.2% of EFA) are unique to EFA, led by HSBA, AZN and ROP. In the other direction, 58 positions (79.4% of JGLO) are unique to JGLO.