JIRE vs EFA: Holdings Overlap
JIREJPMorgan International Research Enhanced Equity ETF
JPMorgan · 206 holdings · $11.2B · as of 2026-04-30
iShares · 705 holdings · $79.3B · as of 2026-04-30
How similar are JIRE and EFA?
JPMorgan International Research Enhanced Equity ETF (JIRE, by JPMorgan) holds 206 positions; iShares MSCI EAFE ETF (EFA, by iShares) holds 705. They have 206 holdings in common, and by portfolio weight the two funds are 60.4% identical. In practical terms the pair is heavily overlapping, with largely the same stocks driving both funds.
- Overlap by Weight
- 60.4%Sum of the smaller weight of each shared holding
- Shared Holdings
- 206JIRE holds 206 · EFA holds 705
- Weight in Shared Holdings
- JIRE 99%·EFA 66%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 JIRE
Every position in JIRE is also held by EFA, so it brings nothing the other fund doesn’t already own.
Sector Breakdown
| Sector | JIRE | EFA |
|---|---|---|
| Financials | 25.9% | 23.8% |
| Industrials | 17.9% | 18.5% |
| Health Care | 9.9% | 9.7% |
| Information Technology | 9.8% | 9.1% |
| Consumer Discretionary | 7.9% | 6.4% |
| Other Sectors | 25.6% | 26.3% |
| Unclassified | 1.8% | 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 (2% of JIRE, 6% of EFA).
Performance
| Fund | 1M | YTD | 1Y | 3Y (ann.) | 5Y (ann.) | 10Y (ann.) | Yield |
|---|---|---|---|---|---|---|---|
| JIRE | +3.8% | +14.5% | +24.4% | +17.7% | — | — | 2.61% |
| EFA | +4.2% | +14.8% | +25.0% | +17.9% | +9.6% | +9.7% | 3.10% |
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 JIRE vs EFA →
Shared Holdings(206)
The top 10 shared positions account for 22% of the overlap, led by ASML, HSBA and AZN.
 ASMLASML Holding NV | 3.17% | 2.58% | 2.58% |
|---|---|---|---|
 HSBAHSBC Holdings plc | 1.43% | 1.45% | 1.43% |
 AZNAstraZeneca PLC ORD USD0.25 | 2.06% | 1.35% | 1.35% |
 ROPRoche Holding AG | 1.27% | 1.32% | 1.27% |
 NESNNestle SA (Registered) | 1.40% | 1.20% | 1.20% |
 NOVNNovartis AG (Registered) | 1.20% | 1.29% | 1.20% |
 SHELShell plc | 1.60% | 1.19% | 1.19% |
 SIESiemens AG (Registered) | 1.67% | 1.04% | 1.04% |
 BHPBHP Group Ltd. | 1.13% | 0.93% | 0.93% |
 CBACommonwealth Bank of Australia | 0.91% | 0.97% | 0.91% |
 TTETotalEnergies SE EUR2.5 | 0.88% | 0.85% | 0.85% |
 7203Toyota Motor Corp. NPV | 1.17% | 0.84% | 0.84% |
 SANBanco Santander SA | 1.21% | 0.82% | 0.82% |
 ALVAllianz SE (Registered) | 1.43% | 0.80% | 0.80% |
 SAPSAP SE | 0.78% | 0.81% | 0.78% |
 SUSchneider Electric SE | 0.70% | 0.80% | 0.70% |
 IBEIberdrola SA | 0.82% | 0.69% | 0.69% |
 6501Hitachi Ltd. NPV | 1.04% | 0.67% | 0.67% |
 UBSGUBS Group AG (Registered) | 0.85% | 0.65% | 0.65% |
 6857Advantest Corp. NPV | 0.62% | 0.66% | 0.62% |
 NOVOBNovo Nordisk A/S, Class B | 0.61% | 0.63% | 0.61% |
 MCLVMH Moet Hennessy Louis Vuitton SE | 0.61% | 0.61% | 0.61% |
 8035Tokyo Electron Ltd. NPV | 0.95% | 0.61% | 0.61% |
 8316Sumitomo Mitsui Financial Group Inc. NPV | 1.04% | 0.60% | 0.60% |
 BATSBritish American Tobacco plc | 0.60% | 0.59% | 0.59% |
Frequently Asked Questions
How much do JIRE and EFA overlap?
JIRE and EFA overlap by 60.4% of portfolio weight. They share 206 holdings (JIRE holds 206 positions and EFA holds 705), based on each fund's latest SEC-reported holdings.
Is it redundant to own both JIRE and EFA?
The two portfolios are 60.4% identical by weight. Owning both mostly doubles down on the shared core rather than diversifying: the same large positions drive both funds.
What are the biggest shared holdings of JIRE and EFA?
The largest positions held by both funds are ASML, HSBA, AZN, ROP and NESN. Together the top 10 shared positions account for 22% of the total overlap.
What does JIRE own that EFA doesn't?
Nothing. Every position in JIRE is also held by EFA. In the other direction, 499 positions (32.9% of EFA) are unique to EFA.