EFV vs EWU: Holdings Overlap
EFViShares MSCI EAFE Value ETF
iShares · 419 holdings · $29.6B · as of 2026-04-30
EWUiShares MSCI United Kingdom ETF
iShares · 74 holdings · $4.1B · as of 2026-05-31
Holdings snapshots are 31 days apart (EFV: 2026-04-30, EWU: 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 EFV and EWU?
iShares MSCI EAFE Value ETF (EFV, by iShares) holds 419 positions; iShares MSCI United Kingdom ETF (EWU, by iShares) holds 74. They have 43 holdings in common, and by portfolio weight the two funds are 17.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 17.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 43EFV holds 419 · EWU holds 74
- Weight in Shared Holdings
- EFV 18%·EWU 66%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 EFV
376 of 419 positions (81.5% of the fund) are not held by EWU. Showing the top 30 by weight.
Sector Breakdown
| Sector | EFV | EWU |
|---|---|---|
| Financials | 35.7% | 25.1% |
| Consumer Staples | 8.4% | 15.1% |
| Industrials | 9.3% | 13.0% |
| Health Care | 6.5% | 12.6% |
| Energy | 7.3% | 11.0% |
| Other Sectors | 27.1% | 20.1% |
| Unclassified | 4.9% | 2.4% |
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 (5% of EFV, 2% of EWU).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EFV | +5.3% | +18.3% | +32.4% | +23.4% | +14.6% | +10.7% | 4.44% |
| EWU | +3.2% | +12.2% | +24.2% | +18.7% | +12.2% | +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 EFV vs EWU →
Shared Holdings(43)
The top 10 shared positions account for 69% of the overlap, led by HSBA, SHEL and BATS.
 HSBAHSBC Holdings PLC | 2.77% | 10.06% | 2.77% |
|---|---|---|---|
 SHELShell PLC | 2.27% | 7.51% | 2.27% |
 BATSBritish American Tobacco PLC | 1.12% | 4.20% | 1.12% |
 BP-BP plc | 1.09% | 3.47% | 1.09% |
 RIORio Tinto PLC | 1.00% | 3.74% | 1.00% |
 GSKGSK plc | 0.93% | 3.21% | 0.93% |
 NG-National Grid PLC | 0.78% | 2.49% | 0.78% |
 ULVRUnilever PLC | 0.72% | 3.83% | 0.72% |
 BARCBarclays PLC | 0.71% | 2.64% | 0.71% |
 GLENPENGlencore PLC | 0.68% | 2.37% | 0.68% |
 NWGNatWest Group PLC | 0.56% | 2.01% | 0.56% |
 LLOYLloyds Banking Group PLC | 0.46% | 2.51% | 0.46% |
 DGEDiageo PLC | 0.39% | 1.42% | 0.39% |
 SSESSE plc | 0.38% | 1.18% | 0.38% |
 HLNHaleon PLC | 0.36% | 1.25% | 0.36% |
 RKTReckitt Benckiser Group PLC | 0.36% | 1.24% | 0.36% |
 AALAnglo American PLC | 0.32% | 1.87% | 0.32% |
 STANStandard Chartered PLC | 0.28% | 1.60% | 0.28% |
 VODVodafone Group PLC | 0.26% | 0.88% | 0.26% |
 IMBImperial Brands PLC | 0.25% | 0.85% | 0.25% |
 AV-Aviva PLC | 0.23% | 0.78% | 0.23% |
 III3i Group PLC | 0.20% | 0.94% | 0.20% |
 LGENLegal & General Group PLC | 0.17% | 0.65% | 0.17% |
 BT-ABT Group PLC | 0.15% | 0.52% | 0.15% |
 SGROSegro PLC | 0.11% | 0.39% | 0.11% |
Frequently Asked Questions
How much do EFV and EWU overlap?
EFV and EWU overlap by 17.6% of portfolio weight. They share 43 holdings (EFV holds 419 positions and EWU holds 74), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EFV and EWU?
The two portfolios are 17.6% 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 EFV and EWU?
The largest positions held by both funds are HSBA, SHEL, BATS, BP- and RIO. Together the top 10 shared positions account for 69% of the total overlap.
What does EFV own that EWU doesn't?
376 positions (81.5% of EFV) are unique to EFV, led by ROP, NESN and 8306. In the other direction, 31 positions (33.3% of EWU) are unique to EWU.