EWU vs IMTM: Holdings Overlap
EWUiShares MSCI United Kingdom ETF
iShares · 74 holdings · $4.1B · as of 2026-05-31
IMTMiShares MSCI Intl Momentum Factor ETF
iShares · 313 holdings · $4.2B · as of 2026-04-30
Holdings snapshots are 31 days apart (EWU: 2026-05-31, IMTM: 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 EWU and IMTM?
iShares MSCI United Kingdom ETF (EWU, by iShares) holds 74 positions; iShares MSCI Intl Momentum Factor ETF (IMTM, by iShares) holds 313. They have 29 holdings in common, and by portfolio weight the two funds are 12.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 12.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 29EWU holds 74 · IMTM holds 313
- Weight in Shared Holdings
- EWU 50%·IMTM 13%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 EWU
45 of 74 positions (49.1% of the fund) are not held by IMTM. Showing the top 30 by weight.
Sector Breakdown
| Sector | EWU | IMTM |
|---|---|---|
| Financials | 25.1% | 36.0% |
| Industrials | 13.0% | 20.2% |
| Consumer Staples | 15.1% | 2.2% |
| Health Care | 12.6% | 4.5% |
| Energy | 11.0% | 2.2% |
| Other Sectors | 20.1% | 29.6% |
| Unclassified | 2.4% | 4.6% |
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 EWU, 5% of IMTM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| EWU | +3.2% | +12.2% | +24.2% | +18.7% | +12.2% | +8.6% | 3.07% |
| IMTM | +2.7% | +12.9% | +21.7% | +21.3% | +10.1% | +10.4% | 4.34% |
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 EWU vs IMTM →
Shared Holdings(29)
The top 10 shared positions account for 80% of the overlap, led by HSBA, RR- and BATS.
 HSBAHSBC Holdings PLC | 10.06% | 2.98% | 2.98% |
|---|---|---|---|
 RR-Rolls-Royce Holdings PLC | 4.71% | 1.63% | 1.63% |
 BATSBritish American Tobacco PLC | 4.20% | 1.11% | 1.11% |
 LLOYLloyds Banking Group PLC | 2.51% | 0.86% | 0.86% |
 BARCBarclays PLC | 2.64% | 0.79% | 0.79% |
 BA-BAE Systems PLC | 2.55% | 0.71% | 0.71% |
 NWGNatWest Group PLC | 2.01% | 0.55% | 0.55% |
 STANStandard Chartered PLC | 1.60% | 0.51% | 0.51% |
 RIORio Tinto PLC ORD GBP0.10 | 3.74% | 0.51% | 0.51% |
 GSKGSK plc ORD GBP0.3125 | 3.21% | 0.43% | 0.43% |
 GLENPENGlencore PLC | 2.37% | 0.34% | 0.34% |
 PRUPrudential PLC | 1.13% | 0.31% | 0.31% |
 AALAnglo American PLC | 1.87% | 0.21% | 0.21% |
 AV-Aviva PLC | 0.78% | 0.19% | 0.19% |
 SSESse PLC GBP0.50 | 1.18% | 0.18% | 0.18% |
 FRESFresnillo PLC | 0.30% | 0.18% | 0.18% |
 ANTOAntofagasta PLC | 0.68% | 0.17% | 0.17% |
 NXTNext PLC | 0.64% | 0.17% | 0.17% |
 VODVodafone Group PLC | 0.88% | 0.12% | 0.12% |
 CNACentrica PLC | 0.36% | 0.10% | 0.10% |
 EDVEndeavour Mining PLC | 0.37% | 0.10% | 0.10% |
 SMINSmiths Group PLC | 0.33% | 0.10% | 0.10% |
 HLMAHalma PLC | 0.75% | 0.10% | 0.10% |
 SN-Smith & Nephew PLC | 0.38% | 0.05% | 0.05% |
 SDLFPhoenix Group Holdings PLC | 0.23% | 0.05% | 0.05% |
Frequently Asked Questions
How much do EWU and IMTM overlap?
EWU and IMTM overlap by 12.5% of portfolio weight. They share 29 holdings (EWU holds 74 positions and IMTM holds 313), based on each fund's latest SEC-reported holdings.
Is it redundant to own both EWU and IMTM?
The two portfolios are 12.5% 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 EWU and IMTM?
The largest positions held by both funds are HSBA, RR-, BATS, LLOY and BARC. Together the top 10 shared positions account for 80% of the total overlap.
What does EWU own that IMTM doesn't?
45 positions (49.1% of EWU) are unique to EWU, led by AZN, SHEL and ULVR. In the other direction, 284 positions (86.6% of IMTM) are unique to IMTM.