EFA vs SCZ: Holdings Overlap
iShares · 705 holdings · $79.3B · as of 2026-04-30
SCZiShares MSCI EAFE Small-Cap ETF
iShares · 2044 holdings · $13.5B · as of 2026-04-30
How similar are EFA and SCZ?
iShares MSCI EAFE ETF (EFA, by iShares) holds 705 positions; iShares MSCI EAFE Small-Cap ETF (SCZ, by iShares) holds 2044. They have 14 holdings in common, and by portfolio weight the two funds are 0.1% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.1%Sum of the smaller weight of each shared holding
- Shared Holdings
- 14EFA holds 705 · SCZ holds 2044
- Weight in Shared Holdings
- EFA 0%·SCZ 1%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
691 of 705 positions (99.0% of the fund) are not held by SCZ. Showing the top 30 by weight.
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% |
| SCZ | +4.1% | +13.5% | +20.2% | +16.6% | +5.9% | +8.6% | 3.07% |
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 SCZ →
Shared Holdings(14)
The top 10 shared positions account for 100% of the overlap, led by Euro, JAPANESE YEN and NORWEGIAN KRONE.
| Euro | 0.19% | 0.06% | 0.06% |
|---|---|---|---|
| JAPANESE YEN | 0.03% | 0.04% | 0.03% |
| NORWEGIAN KRONE | 0.01% | 0.02% | 0.01% |
 KMARKongsberg Maritime AS | 0.01% | 0.08% | 0.01% |
| SWEDISH KRONE | 0.00% | 0.02% | 0.00% |
| ISRAELI SHEKEL | 0.00% | 0.04% | 0.00% |
| SINGAPORE DOLLARS | 0.00% | 0.01% | 0.00% |
| DANISH KRONER | 0.00% | 0.01% | 0.00% |
| GREAT BRITISH POUND | 0.00% | 0.00% | 0.00% |
| HONG KONG DOLLAR | 0.00% | 0.01% | 0.00% |
| SWISS FRANC | 0.00% | 0.03% | 0.00% |
| NEW ZEALAND DOLLAR | 0.00% | 0.00% | 0.00% |
| AUSTRALIAN DOLLAR | 0.00% | 0.14% | 0.00% |
 KREITKeppel REIT | 0.00% | 0.06% | 0.00% |
Frequently Asked Questions
How much do EFA and SCZ overlap?
EFA and SCZ overlap by 0.1% of portfolio weight. They share 14 holdings (EFA holds 705 positions and SCZ holds 2044), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EFA and SCZ?
The two portfolios are 0.1% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of EFA and SCZ?
The largest positions held by both funds are Euro, JAPANESE YEN, NORWEGIAN KRONE, KMAR and SWEDISH KRONE. Together the top 10 shared positions account for 100% of the total overlap.
What does EFA own that SCZ doesn't?
691 positions (99.0% of EFA) are unique to EFA, led by ASML, HSBA and AZN. In the other direction, 2030 positions (98.8% of SCZ) are unique to SCZ.