IXJ vs EFG: Holdings Overlap
IXJiShares Global Healthcare ETF
iShares · 123 holdings · $4.1B · as of 2026-03-31
EFGiShares MSCI EAFE Growth ETF
iShares · 383 holdings · $17.1B · as of 2026-04-30
Holdings snapshots are 30 days apart (IXJ: 2026-03-31, 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 IXJ and EFG?
iShares Global Healthcare ETF (IXJ, by iShares) holds 123 positions; iShares MSCI EAFE Growth ETF (EFG, by iShares) holds 383. They have 42 holdings in common, and by portfolio weight the two funds are 13.4% identical. In practical terms the pair is lightly overlapping, with most of each portfolio distinct.
- Overlap by Weight
- 13.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 42IXJ holds 123 · EFG holds 383
- Weight in Shared Holdings
- IXJ 19%·EFG 14%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 IXJ
81 of 123 positions (80.6% of the fund) are not held by EFG. Showing the top 30 by weight.
Sector Breakdown
| Sector | IXJ | EFG |
|---|---|---|
| Health Care | 98.9% | 13.3% |
| Industrials | 0.0% | 28.8% |
| Information Technology | 0.0% | 16.1% |
| Financials | 0.0% | 10.6% |
| Consumer Discretionary | 0.0% | 8.7% |
| Other Sectors | 0.7% | 15.7% |
| Unclassified | 0.0% | 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 (0% of IXJ, 6% of EFG).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| IXJ | +0.7% | +5.9% | +25.5% | +7.8% | +4.8% | +8.5% | 1.41% |
| 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 IXJ vs EFG →
Shared Holdings(42)
The top 10 shared positions account for 76% of the overlap, led by AZN, NOVN and NOVOB.
 AZNAstraZeneca PLC ORD USD0.25 | 4.02% | 2.86% | 2.86% |
|---|---|---|---|
 NOVNNovartis AG CHF0.49 (REGD) | 3.87% | 2.73% | 2.73% |
 NOVOBNovo Nordisk A/S, Class B | 1.55% | 1.33% | 1.33% |
 ELEssilorLuxottica SA | 0.90% | 0.62% | 0.62% |
 7741HOYA Corp. NPV | 0.78% | 0.61% | 0.61% |
 ARGXBArgenx SE | 0.60% | 0.47% | 0.47% |
 CSLCSL Ltd. | 0.63% | 0.43% | 0.43% |
 LONNLonza Group AG (Registered) | 0.60% | 0.42% | 0.42% |
 GALDGalderma Group AG | 0.48% | 0.38% | 0.38% |
 ALCAlcon AG | 0.50% | 0.36% | 0.36% |
 4519Chugai Pharmaceutical Co Ltd. NPV | 0.47% | 0.35% | 0.35% |
 UCBUCB SA | 0.48% | 0.34% | 0.34% |
 SDZSandoz Group AG | 0.46% | 0.33% | 0.33% |
 4578Otsuka Holdings Co Ltd. NPV | 0.49% | 0.31% | 0.31% |
 4568Daiichi Sankyo Co Ltd. NPV | 0.45% | 0.29% | 0.29% |
 4543Terumo Corp. NPV | 0.26% | 0.17% | 0.17% |
 GMABGenmab A/S | 0.23% | 0.16% | 0.16% |
 SN-Smith & Nephew PLC | 0.18% | 0.12% | 0.12% |
 STMNStraumann Holding AG (Registered) | 0.16% | 0.12% | 0.12% |
 SOONSonova Holding AG (Registered) | 0.15% | 0.11% | 0.11% |
 SIGSigma Healthcare Ltd. | 0.14% | 0.10% | 0.10% |
 SHLSiemens Healthineers AG | 0.16% | 0.09% | 0.09% |
 PHIAKoninklijke Philips NV | 0.28% | 0.07% | 0.07% |
 SRT3Sartorius AG (Preference) | 0.08% | 0.07% | 0.07% |
 RORoche Holding AG | 0.16% | 0.07% | 0.07% |
Frequently Asked Questions
How much do IXJ and EFG overlap?
IXJ and EFG overlap by 13.4% of portfolio weight. They share 42 holdings (IXJ holds 123 positions and EFG holds 383), based on each fund's latest SEC-reported holdings.
Is it redundant to own both IXJ and EFG?
The two portfolios are 13.4% 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 IXJ and EFG?
The largest positions held by both funds are AZN, NOVN, NOVOB, EL and 7741. Together the top 10 shared positions account for 76% of the total overlap.
What does IXJ own that EFG doesn't?
81 positions (80.6% of IXJ) are unique to IXJ, led by LLY, JNJ and ABBV. In the other direction, 341 positions (86.0% of EFG) are unique to EFG.