EFG vs EWL: Holdings Overlap
EFGiShares MSCI EAFE Growth ETF
iShares · 383 holdings · $17.1B · as of 2026-04-30
EWLiShares MSCI Switzerland ETF
iShares · 42 holdings · $2.2B · as of 2026-05-31
Holdings snapshots are 31 days apart (EFG: 2026-04-30, EWL: 2026-05-31). Weights and index membership change between snapshots, so the true current overlap is typically higher than shown. For funds tracking the same index, the gap can be 5–15 points.
How similar are EFG and EWL?
iShares MSCI EAFE Growth ETF (EFG, by iShares) holds 383 positions; iShares MSCI Switzerland ETF (EWL, by iShares) holds 42. They have 30 holdings in common, and by portfolio weight the two funds are 10.2% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 10.2%Sum of the smaller weight of each shared holding
- Shared Holdings
- 30EFG holds 383 · EWL holds 42
- Weight in Shared Holdings
- EFG 10%·EWL 55%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 EFG
353 of 383 positions (89.3% of the fund) are not held by EWL. Showing the top 30 by weight.
Sector Breakdown
| Sector | EFG | EWL |
|---|---|---|
| Health Care | 13.3% | 37.9% |
| Industrials | 28.8% | 11.3% |
| Financials | 10.6% | 17.3% |
| Information Technology | 16.1% | 1.1% |
| Consumer Staples | 5.1% | 14.3% |
| Other Sectors | 19.3% | 13.4% |
| Unclassified | 6.4% | 3.2% |
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 EFG, 3% of EWL).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EFG | +3.0% | +11.7% | +17.6% | +12.3% | +4.5% | +8.2% | 2.21% |
| EWL | +1.7% | +9.5% | +22.3% | +13.4% | +7.3% | +10.1% | 1.69% |
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 EFG vs EWL →
Shared Holdings(30)
The top 10 shared positions account for 84% of the overlap, led by NOVN, ABBN and UBSG.
 NOVNNovartis AG (Registered) | 2.73% | 13.56% | 2.73% |
|---|---|---|---|
 ABBNABB Ltd. (Registered) | 1.54% | 5.41% | 1.54% |
 UBSGUBS Group AG (Registered) | 1.37% | 5.13% | 1.37% |
 CFRCie Financiere Richemont SA (Registered) | 1.00% | 4.78% | 1.00% |
 LONNLonza Group AG (Registered) | 0.42% | 2.35% | 0.42% |
 GALDGalderma Group AG | 0.38% | 2.24% | 0.38% |
 ALCAlcon AG | 0.36% | 1.77% | 0.36% |
 SDZSandoz Group AG | 0.33% | 1.93% | 0.33% |
 PGHNPartners Group Holding AG | 0.24% | 1.32% | 0.24% |
 GIVNGivaudan SA (Registered) | 0.21% | 1.83% | 0.21% |
 VACNVAT Group AG | 0.20% | 1.37% | 0.20% |
 GEBNGeberit AG | 0.15% | 1.23% | 0.15% |
 SIKASika AG | 0.14% | 1.63% | 0.14% |
 LISNChocoladefabriken Lindt & Spruengli AG | 0.13% | 0.78% | 0.13% |
 STMNStraumann Holding AG | 0.12% | 0.83% | 0.12% |
 SOONSonova Holding AG | 0.11% | 0.83% | 0.11% |
 LISPChocoladefabriken Lindt & Spruengli AG | 0.11% | 0.68% | 0.11% |
 LOGNLogitech International S.A., Class R | 0.10% | 1.09% | 0.10% |
 BEANBelimo Holding AG | 0.09% | 0.70% | 0.09% |
 SCHPSchindler Holding AG Participation Certificates | 0.07% | 0.84% | 0.07% |
 UHRSwatch Group AG/The | 0.07% | 0.62% | 0.07% |
 RORoche Holding AG | 0.07% | 0.39% | 0.07% |
 SGSNSGS SA (Registered) | 0.06% | 1.10% | 0.06% |
 BARNBarry Callebaut AG | 0.05% | 0.46% | 0.05% |
 AVOLAvolta AG | 0.05% | 0.48% | 0.05% |
Frequently Asked Questions
How much do EFG and EWL overlap?
EFG and EWL overlap by 10.2% of portfolio weight. They share 30 holdings (EFG holds 383 positions and EWL holds 42), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EFG and EWL?
The two portfolios are 10.2% 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 EFG and EWL?
The largest positions held by both funds are NOVN, ABBN, UBSG, CFR and LONN. Together the top 10 shared positions account for 84% of the total overlap.
What does EFG own that EWL doesn't?
353 positions (89.3% of EFG) are unique to EFG, led by ASML, AZN and SU. In the other direction, 12 positions (43.3% of EWL) are unique to EWL.