EWL vs JIRE: Holdings Overlap
EWLiShares MSCI Switzerland ETF
iShares · 42 holdings · $2.2B · 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 (EWL: 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 EWL and JIRE?
iShares MSCI Switzerland ETF (EWL, by iShares) holds 42 positions; JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206. They have 11 holdings in common, and by portfolio weight the two funds are 6.9% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 6.9%Sum of the smaller weight of each shared holding
- Shared Holdings
- 11EWL holds 42 · JIRE holds 206
- Weight in Shared Holdings
- EWL 67%·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 EWL
31 of 42 positions (31.5% of the fund) are not held by JIRE. Showing the top 30 by weight.
Sector Breakdown
| Sector | EWL | JIRE |
|---|---|---|
| Health Care | 37.9% | 9.9% |
| Financials | 17.3% | 25.9% |
| Industrials | 11.3% | 17.9% |
| Consumer Staples | 14.3% | 6.9% |
| Information Technology | 1.1% | 9.8% |
| Other Sectors | 13.4% | 26.5% |
| Unclassified | 3.2% | 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 (3% of EWL, 2% of JIRE).
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% |
| 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 EWL vs JIRE →
Shared Holdings(11)
The top 10 shared positions account for 99% of the overlap, led by NESN, ROP and NOVN.
 NESNNestle SA (Registered) | 12.34% | 1.40% | 1.40% |
|---|---|---|---|
 ROPRoche Holding AG | 14.03% | 1.27% | 1.27% |
 NOVNNovartis AG (Registered) | 13.56% | 1.20% | 1.20% |
 UBSGUBS Group AG (Registered) | 5.13% | 0.85% | 0.85% |
 CFRCie Financiere Richemont SA (Registered) | 4.78% | 0.82% | 0.82% |
 LONNLonza Group AG (Registered) | 2.35% | 0.66% | 0.66% |
 ZURNZurich Insurance Group AG | 4.44% | 0.26% | 0.26% |
 ABBNABB Ltd. (Registered) | 5.41% | 0.16% | 0.16% |
 SDZSandoz Group AG | 1.93% | 0.11% | 0.11% |
 GIVNGivaudan SA (Registered) | 1.83% | 0.09% | 0.09% |
 SGSNSGS SA (Registered) | 1.10% | 0.06% | 0.06% |
Frequently Asked Questions
How much do EWL and JIRE overlap?
EWL and JIRE overlap by 6.9% of portfolio weight. They share 11 holdings (EWL holds 42 positions and JIRE holds 206), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EWL and JIRE?
The two portfolios are 6.9% 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 JIRE?
The largest positions held by both funds are NESN, ROP, NOVN, UBSG and CFR. Together the top 10 shared positions account for 99% of the total overlap.
What does EWL own that JIRE doesn't?
31 positions (31.5% of EWL) are unique to EWL, led by HOLN, SREN and GALD. In the other direction, 195 positions (91.9% of JIRE) are unique to JIRE.