EWL vs EFG: Holdings Overlap
EWLiShares MSCI Switzerland ETF
iShares · 42 holdings · $2.2B · as of 2026-05-31
EFGiShares MSCI EAFE Growth ETF
iShares · 383 holdings · $17.1B · as of 2026-04-30
Holdings snapshots are 31 days apart (EWL: 2026-05-31, EFG: 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 EWL and EFG?
iShares MSCI Switzerland ETF (EWL, by iShares) holds 42 positions; iShares MSCI EAFE Growth ETF (EFG, by iShares) holds 383. 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
- 30EWL holds 42 · EFG holds 383
- Weight in Shared Holdings
- EWL 55%·EFG 10%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 EWL
12 of 42 positions (43.3% of the fund) are not held by EFG.
Sector Breakdown
| Sector | EWL | EFG |
|---|---|---|
| Health Care | 37.9% | 13.3% |
| Industrials | 11.3% | 28.8% |
| Financials | 17.3% | 10.6% |
| Information Technology | 1.1% | 16.1% |
| Consumer Staples | 14.3% | 5.1% |
| Other Sectors | 13.4% | 19.3% |
| Unclassified | 3.2% | 6.4% |
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 (3% of EWL, 6% of EFG).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EWL | +1.7% | +9.5% | +22.3% | +13.4% | +7.3% | +10.1% | 1.69% |
| EFG | +3.0% | +11.7% | +17.6% | +12.3% | +4.5% | +8.2% | 2.21% |
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 EWL vs EFG →
Shared Holdings(30)
The top 10 shared positions account for 84% of the overlap, led by NOVN, ABBN and UBSG.
 NOVNNovartis AG (Registered) | 13.56% | 2.73% | 2.73% |
|---|---|---|---|
 ABBNABB Ltd. (Registered) | 5.41% | 1.54% | 1.54% |
 UBSGUBS Group AG (Registered) | 5.13% | 1.37% | 1.37% |
 CFRCie Financiere Richemont SA (Registered) | 4.78% | 1.00% | 1.00% |
 LONNLonza Group AG (Registered) | 2.35% | 0.42% | 0.42% |
 GALDGalderma Group AG | 2.24% | 0.38% | 0.38% |
 ALCAlcon AG | 1.77% | 0.36% | 0.36% |
 SDZSandoz Group AG | 1.93% | 0.33% | 0.33% |
 PGHNPartners Group Holding AG | 1.32% | 0.24% | 0.24% |
 GIVNGivaudan SA (Registered) | 1.83% | 0.21% | 0.21% |
 VACNVAT Group AG | 1.37% | 0.20% | 0.20% |
 GEBNGeberit AG | 1.23% | 0.15% | 0.15% |
 SIKASika AG | 1.63% | 0.14% | 0.14% |
 LISNChocoladefabriken Lindt & Spruengli AG | 0.78% | 0.13% | 0.13% |
 STMNStraumann Holding AG | 0.83% | 0.12% | 0.12% |
 SOONSonova Holding AG | 0.83% | 0.11% | 0.11% |
 LISPChocoladefabriken Lindt & Spruengli AG | 0.68% | 0.11% | 0.11% |
 LOGNLogitech International S.A., Class R | 1.09% | 0.10% | 0.10% |
 BEANBelimo Holding AG | 0.70% | 0.09% | 0.09% |
 SCHPSchindler Holding AG Participation Certificates | 0.84% | 0.07% | 0.07% |
 UHRSwatch Group AG/The | 0.62% | 0.07% | 0.07% |
 RORoche Holding AG | 0.39% | 0.07% | 0.07% |
 SGSNSGS SA (Registered) | 1.10% | 0.06% | 0.06% |
 BARNBarry Callebaut AG | 0.46% | 0.05% | 0.05% |
 AVOLAvolta AG | 0.48% | 0.05% | 0.05% |
Frequently Asked Questions
How much do EWL and EFG overlap?
EWL and EFG overlap by 10.2% of portfolio weight. They share 30 holdings (EWL holds 42 positions and EFG holds 383), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EWL and EFG?
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 EWL and EFG?
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 EWL own that EFG doesn't?
12 positions (43.3% of EWL) are unique to EWL, led by ROP, NESN and ZURN. In the other direction, 353 positions (89.3% of EFG) are unique to EFG.