EUFN vs EWL: Holdings Overlap
EUFNiShares MSCI Europe Financials ETF
iShares · 90 holdings · $4.3B · 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 (EUFN: 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 EUFN and EWL?
iShares MSCI Europe Financials ETF (EUFN, by iShares) holds 90 positions; iShares MSCI Switzerland ETF (EWL, by iShares) holds 42. They have 10 holdings in common, and by portfolio weight the two funds are 11.6% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 11.6%Sum of the smaller weight of each shared holding
- Shared Holdings
- 10EUFN holds 90 · EWL holds 42
- Weight in Shared Holdings
- EUFN 12%·EWL 18%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 EUFN
80 of 90 positions (87.1% of the fund) are not held by EWL. Showing the top 30 by weight.
Sector Breakdown
| Sector | EUFN | EWL |
|---|---|---|
| Financials | 96.2% | 17.3% |
| Health Care | 0.0% | 37.9% |
| Consumer Staples | 0.0% | 14.3% |
| Industrials | 0.0% | 11.3% |
| Materials | 0.0% | 6.1% |
| Other Sectors | 0.2% | 8.4% |
| Unclassified | 2.4% | 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 (2% of EUFN, 3% of EWL).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EUFN | +5.9% | +17.9% | +32.6% | +34.9% | +21.7% | +14.8% | 3.89% |
| 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 EUFN vs EWL →
Shared Holdings(10)
The top 10 shared positions account for 100% of the overlap, led by UBSG, ZURN and SREN.
 UBSGUBS Group AG (Registered) | 4.15% | 5.13% | 4.15% |
|---|---|---|---|
 ZURNZurich Insurance Group AG CHF0.10 | 3.02% | 4.44% | 3.02% |
 SRENSwiss Re AG | 1.42% | 2.32% | 1.42% |
 SLHNSwiss Life Holding AG CHF0.1 (REGD) | 0.99% | 1.69% | 0.99% |
 PGHNPartners Group Holding AG | 0.73% | 1.32% | 0.73% |
 HBANHelvetia Baloise Holding AG | 0.65% | 1.37% | 0.65% |
 BAERJulius Baer Group Ltd. | 0.50% | 1.03% | 0.50% |
 BCVNBanque Cantonale Vaudoise | 0.14% | 0.45% | 0.14% |
| Euro | 0.15% | 0.04% | 0.04% |
| SWISS FRANC | 0.00% | 0.29% | 0.00% |
Frequently Asked Questions
How much do EUFN and EWL overlap?
EUFN and EWL overlap by 11.6% of portfolio weight. They share 10 holdings (EUFN holds 90 positions and EWL holds 42), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EUFN and EWL?
The two portfolios are 11.6% 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 EUFN and EWL?
The largest positions held by both funds are UBSG, ZURN, SREN, SLHN and PGHN. Together the top 10 shared positions account for 100% of the total overlap.
What does EUFN own that EWL doesn't?
80 positions (87.1% of EUFN) are unique to EUFN, led by HSBA, SAN and ALV. In the other direction, 32 positions (80.3% of EWL) are unique to EWL.