IEFA vs IWM: Holdings Overlap
IEFAiShares Core MSCI EAFE ETF
iShares · 2632 holdings · $193.5B · as of 2026-04-30
iShares · 1941 holdings · $82.2B · as of 2026-03-31
Holdings snapshots are 30 days apart (IEFA: 2026-04-30, IWM: 2026-03-31). 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 IEFA and IWM?
iShares Core MSCI EAFE ETF (IEFA, by iShares) holds 2632 positions; iShares Russell 2000 ETF (IWM, by iShares) holds 1941. They have 1 holdings in common, and by portfolio weight the two funds are 0.0% identical. In practical terms the pair is essentially distinct, holding almost none of the same securities.
- Overlap by Weight
- 0.0%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1IEFA holds 2632 · IWM holds 1941
- Weight in Shared Holdings
- IEFA 0%·IWM 0%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 IEFA
2631 of 2632 positions (99.4% of the fund) are not held by IWM. Showing the top 30 by weight.
Sector Breakdown
| Sector | IEFA | IWM |
|---|---|---|
| Financials | 20.5% | 15.3% |
| Industrials | 16.0% | 17.9% |
| Health Care | 8.3% | 16.6% |
| Information Technology | 7.9% | 13.6% |
| Consumer Discretionary | 5.5% | 8.0% |
| Other Sectors | 24.2% | 22.7% |
| Unclassified | 17.0% | 5.5% |
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 (17% of IEFA, 5% of IWM).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IEFA | +4.2% | +14.8% | +24.5% | +17.9% | +9.3% | +9.8% | 3.25% |
| IWM | +1.8% | +23.0% | +38.6% | +17.1% | +7.5% | +10.8% | 0.88% |
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 IEFA vs IWM →
Shared Holdings(1)
 BTDRBitdeer Technologies Group CL A ORD SHS | 0.01% | 0.04% | 0.01% |
|---|
Frequently Asked Questions
How much do IEFA and IWM overlap?
IEFA and IWM overlap by 0.0% of portfolio weight. They share 1 holdings (IEFA holds 2632 positions and IWM holds 1941), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IEFA and IWM?
The two portfolios are 0.0% identical by weight. Owning both is genuine diversification: the funds hold almost none of the same securities.
What are the biggest shared holdings of IEFA and IWM?
The largest positions held by both funds are BTDR. Together the top 1 shared positions account for 50% of the total overlap.
What does IEFA own that IWM doesn't?
2631 positions (99.4% of IEFA) are unique to IEFA, led by ASML, HSBA and AZN. In the other direction, 1940 positions (99.6% of IWM) are unique to IWM.