EWA vs JIRE: Holdings Overlap
iShares · 48 holdings · $1.4B · as of 2026-05-31
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · as of 2026-04-30
Holdings snapshots are 31 days apart (EWA: 2026-05-31, JIRE: 2026-04-30). 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 EWA and JIRE?
iShares MSCI Australia ETF (EWA, by iShares) holds 48 positions; JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206. They have 21 holdings in common, and by portfolio weight the two funds are 7.3% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 7.3%Sum of the smaller weight of each shared holding
- Shared Holdings
- 21EWA holds 48 · JIRE holds 206
- Weight in Shared Holdings
- EWA 81%·JIRE 7%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 EWA
27 of 48 positions (18.3% of the fund) are not held by JIRE.
Sector Breakdown
| Sector | EWA | JIRE |
|---|---|---|
| Financials | 40.6% | 25.9% |
| Materials | 25.5% | 5.4% |
| Industrials | 4.7% | 17.9% |
| Health Care | 4.3% | 9.9% |
| Information Technology | 1.0% | 9.8% |
| Other Sectors | 22.4% | 28.1% |
| Unclassified | 1.0% | 1.8% |
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 (1% of EWA, 2% of JIRE).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EWA | +8.1% | +17.8% | +17.9% | +14.3% | +7.2% | +8.2% | 2.79% |
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
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 EWA vs JIRE →
Shared Holdings(21)
The top 10 shared positions account for 72% of the overlap, led by BHP, RIO and CBA.
 BHPBHP Group Ltd. | 15.69% | 1.13% | 1.13% |
|---|---|---|---|
 RIORio Tinto Ltd. | 3.45% | 0.93% | 0.93% |
 CBACommonwealth Bank of Australia | 13.76% | 0.91% | 0.91% |
 NABNational Australia Bank Ltd. | 5.71% | 0.46% | 0.46% |
 ANZANZ Group Holdings Ltd. | 5.30% | 0.37% | 0.37% |
 STOSantos Ltd. | 1.27% | 0.34% | 0.34% |
 MPLMedibank Pvt Ltd. | 0.66% | 0.32% | 0.32% |
 MQGMacquarie Group Ltd. | 4.31% | 0.29% | 0.29% |
 QBEQBE Insurance Group Ltd. | 1.70% | 0.26% | 0.26% |
 IAGInsurance Australia Group Ltd. | 0.90% | 0.26% | 0.26% |
 TCLTransurban Group | 2.32% | 0.25% | 0.25% |
 TLSTelstra Group Ltd. | 1.02% | 0.22% | 0.22% |
 WESWesfarmers Ltd. | 4.51% | 0.21% | 0.21% |
 WOWWoolworths Group Ltd. | 2.14% | 0.21% | 0.21% |
 GMGGoodman Group | 3.22% | 0.21% | 0.21% |
 WBCWestpac Banking Corp. | 6.14% | 0.21% | 0.21% |
 BXBBrambles Ltd. | 1.12% | 0.20% | 0.20% |
 CSLCSL Ltd. | 2.34% | 0.18% | 0.18% |
 WDSWoodside Energy Group Ltd. | 2.89% | 0.16% | 0.16% |
 COLColes Group Ltd. | 1.45% | 0.15% | 0.15% |
 NSTNorthern Star Resources Ltd. | 1.29% | 0.08% | 0.08% |
Frequently Asked Questions
How much do EWA and JIRE overlap?
EWA and JIRE overlap by 7.3% of portfolio weight. They share 21 holdings (EWA holds 48 positions and JIRE holds 206), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EWA and JIRE?
The two portfolios are 7.3% 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 EWA and JIRE?
The largest positions held by both funds are BHP, RIO, CBA, NAB and ANZ. Together the top 10 shared positions account for 72% of the total overlap.
What does EWA own that JIRE doesn't?
27 positions (18.3% of EWA) are unique to EWA, led by FMG, ALL and EVN. In the other direction, 185 positions (91.4% of JIRE) are unique to JIRE.