IEFA vs SCZ: Holdings Overlap
IEFAiShares Core MSCI EAFE ETF
iShares · 2632 holdings · $193.5B · as of 2026-04-30
SCZiShares MSCI EAFE Small-Cap ETF
iShares · 2044 holdings · $13.5B · as of 2026-04-30
How similar are IEFA and SCZ?
iShares Core MSCI EAFE ETF (IEFA, by iShares) holds 2632 positions; iShares MSCI EAFE Small-Cap ETF (SCZ, by iShares) holds 2044. They have 1938 holdings in common, and by portfolio weight the two funds are 14.5% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 14.5%Sum of the smaller weight of each shared holding
- Shared Holdings
- 1938IEFA holds 2632 · SCZ holds 2044
- Weight in Shared Holdings
- IEFA 15%·SCZ 98%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
694 of 2632 positions (84.7% of the fund) are not held by SCZ. Showing the top 30 by weight.
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% |
| SCZ | +4.1% | +13.5% | +20.2% | +16.6% | +5.9% | +8.6% | 3.07% |
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 SCZ →
Shared Holdings(1938)
The top 10 shared positions account for 4% of the overlap, led by 5801, Euro and 4004.
 5801Furukawa Electric Co Ltd. NPV | 0.07% | 0.50% | 0.07% |
|---|---|---|---|
| Euro | 0.17% | 0.06% | 0.06% |
 4004Resonac Holdings Corp. NPV | 0.06% | 0.44% | 0.06% |
 5706Mitsui Kinzoku Co Ltd. NPV | 0.06% | 0.43% | 0.06% |
 PLSPLS Group Ltd | 0.06% | 0.39% | 0.06% |
 DPLMDiploma PLC | 0.05% | 0.35% | 0.05% |
 ENLTEnlight Renewable Energy Ltd. | 0.05% | 0.32% | 0.05% |
 BEZBeazley PLC | 0.04% | 0.29% | 0.04% |
 ACLNAccelleron Industries AG | 0.04% | 0.28% | 0.04% |
 IMIIMI PLC | 0.04% | 0.26% | 0.04% |
 WEIRWeir Group PLC/The | 0.04% | 0.26% | 0.04% |
 BSLBlueScope Steel Ltd | 0.04% | 0.26% | 0.04% |
 PSPNPSP Swiss Property AG | 0.04% | 0.25% | 0.04% |
 HARLILSHarel Insurance Investments & Financial Services Ltd | 0.04% | 0.19% | 0.04% |
 GTTGaztransport Et Technigaz SA | 0.04% | 0.25% | 0.04% |
 GAWGames Workshop Group PLC | 0.03% | 0.24% | 0.03% |
 STJSt James's Place PLC | 0.03% | 0.24% | 0.03% |
 TIGOMillicom International Cellular SA COM USD1.50 | 0.03% | 0.23% | 0.03% |
 SPIESPIE SA | 0.03% | 0.23% | 0.03% |
 MINMineral Resources Ltd | 0.03% | 0.23% | 0.03% |
 NXSNFNext Vision Stabilized Systems Ltd | 0.03% | 0.23% | 0.03% |
| JAPANESE YEN | 0.03% | 0.04% | 0.03% |
 2768Sojitz Corp. NPV | 0.03% | 0.22% | 0.03% |
 STBStorebrand ASA | 0.03% | 0.22% | 0.03% |
 NXTNEXTDC Ltd | 0.03% | 0.21% | 0.03% |
Showing the top 250 of 1938 shared holdings by overlap weight.
Frequently Asked Questions
How much do IEFA and SCZ overlap?
IEFA and SCZ overlap by 14.5% of portfolio weight. They share 1938 holdings (IEFA holds 2632 positions and SCZ holds 2044), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IEFA and SCZ?
The two portfolios are 14.5% 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 IEFA and SCZ?
The largest positions held by both funds are 5801, Euro, 4004, 5706 and PLS. Together the top 10 shared positions account for 4% of the total overlap.
What does IEFA own that SCZ doesn't?
694 positions (84.7% of IEFA) are unique to IEFA, led by ASML, HSBA and AZN. In the other direction, 106 positions (1.4% of SCZ) are unique to SCZ.