ESGD vs EWL: Holdings Overlap
ESGDiShares ESG Aware MSCI EAFE ETF
iShares · 371 holdings · $12.2B · as of 2026-05-31
EWLiShares MSCI Switzerland ETF
iShares · 42 holdings · $2.2B · as of 2026-05-31
How similar are ESGD and EWL?
iShares ESG Aware MSCI EAFE ETF (ESGD, by iShares) holds 371 positions; iShares MSCI Switzerland ETF (EWL, by iShares) holds 42. They have 26 holdings in common, and by portfolio weight the two funds are 9.8% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 9.8%Sum of the smaller weight of each shared holding
- Shared Holdings
- 26ESGD holds 371 · EWL holds 42
- Weight in Shared Holdings
- ESGD 10%·EWL 81%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 ESGD
345 of 371 positions (89.4% of the fund) are not held by EWL. Showing the top 30 by weight.
Sector Breakdown
| Sector | ESGD | EWL |
|---|---|---|
| Health Care | 9.7% | 37.9% |
| Financials | 25.4% | 17.3% |
| Industrials | 18.0% | 11.3% |
| Consumer Staples | 6.4% | 14.3% |
| Information Technology | 11.2% | 1.1% |
| Other Sectors | 23.8% | 13.4% |
| Unclassified | 4.9% | 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 (5% of ESGD, 3% of EWL).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| ESGD | +4.5% | +15.1% | +24.6% | +17.5% | +9.3% | — | 3.18% |
| 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 ESGD vs EWL →
Shared Holdings(26)
The top 10 shared positions account for 77% of the overlap, led by NOVN, ROP and NESN.
 NOVNNovartis AG (Registered) | 1.58% | 13.56% | 1.58% |
|---|---|---|---|
 ROPRoche Holding AG | 1.20% | 14.03% | 1.20% |
 NESNNestle SA (Registered) | 1.13% | 12.34% | 1.13% |
 ABBNABB Ltd. CHF0.12 (REGD) | 1.13% | 5.41% | 1.13% |
 UBSGUBS Group AG (Registered) | 0.67% | 5.13% | 0.67% |
 ZURNZurich Insurance Group AG | 0.63% | 4.44% | 0.63% |
 LONNLonza Group AG (Registered) | 0.36% | 2.35% | 0.36% |
 ALCAlcon AG | 0.32% | 1.77% | 0.32% |
 SPSNSwiss Prime Site AG | 0.28% | 0.87% | 0.28% |
 SLHNSwiss Life Holding AG (Registered) | 0.26% | 1.69% | 0.26% |
 SRENSwiss Re AG | 0.24% | 2.32% | 0.24% |
 GIVNGivaudan SA (Registered) | 0.22% | 1.83% | 0.22% |
 LOGNLogitech International S.A., Class R | 0.21% | 1.09% | 0.21% |
 SOONSonova Holding AG (Registered) | 0.18% | 0.83% | 0.18% |
 VACNVAT Group AG | 0.18% | 1.37% | 0.18% |
 HOLNHolcim AG | 0.16% | 2.64% | 0.16% |
 RORoche Holding AG | 0.16% | 0.39% | 0.16% |
 SGSNSGS SA (Registered) | 0.16% | 1.10% | 0.16% |
 BAERJulius Baer Group Ltd. | 0.15% | 1.03% | 0.15% |
 GALDGalderma Group AG | 0.10% | 2.24% | 0.10% |
 BEANBELIMO Holding AG CHF0.05 (REGD) | 0.10% | 0.70% | 0.10% |
 GEBNGeberit AG (Registered) | 0.10% | 1.23% | 0.10% |
 KNINKuehne + Nagel International AG (Registered) | 0.10% | 0.76% | 0.10% |
 SIKASika AG (Registered) | 0.10% | 1.63% | 0.10% |
| Euro | 0.26% | 0.04% | 0.04% |
Frequently Asked Questions
How much do ESGD and EWL overlap?
ESGD and EWL overlap by 9.8% of portfolio weight. They share 26 holdings (ESGD holds 371 positions and EWL holds 42), based on each fund's latest SEC-reported holdings.
Is it redundant to own both ESGD and EWL?
The two portfolios are 9.8% 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 ESGD and EWL?
The largest positions held by both funds are NOVN, ROP, NESN, ABBN and UBSG. Together the top 10 shared positions account for 77% of the total overlap.
What does ESGD own that EWL doesn't?
345 positions (89.4% of ESGD) are unique to ESGD, led by ASML, HSBA and SIE. In the other direction, 16 positions (17.3% of EWL) are unique to EWL.