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ETF comparison

EFA vs JIRE

Both International Developed.

iShares MSCI EAFE ETF · JPMorgan International Research Enhanced Equity ETF

Holdings overlap

Weighted by ISIN/CUSIP
61.5 %

202 positions appear in both funds. Buying equal dollars of EFA and JIRE would leave roughly 61.5% of each dollar exposed to the same underlying securities.

EFA unmatched 38.2% Shared 61.5% JIRE unmatched 37.7%

Unmatched is the part of a fund's weight the other fund doesn't match: names only it holds, plus any extra weight it puts in names both funds hold.

In EFA only
472 positions
Shared
202 positions
In JIRE only
0 positions

Side by side

EFA

iShares MSCI EAFE ETF

iShares · International Developed

82 composite / 100
Expense ratio
0.32%
Net assets
$76.70B
TTM yield
3.28%
Top-10 conc.
13.9%
JIRE

JPMorgan International Research Enhanced Equity ETF

JPMorgan · International Developed

84 composite / 100
Expense ratio
0.24%
Net assets
$10.91B
TTM yield
2.76%
Top-10 conc.
16.9%

Sub-score comparison

68
Cost
76
76
Tax efficiency
77
100
Liquidity
100
94
Concentration
90
—
Tracking quality
—
EFA sub-score JIRE

Tracking quality isn't part of the composite — see what we don't score for why.

Cost difference

JIRE is 8 bps cheaper than EFA. On a $100,000 position that's about $80/yr more in fees for EFA.

Fee figure is the annual expense charged on $100,000. To see how the gap compounds over a multi-decade holding period, open the cost calculator pre-filled with EFA vs JIRE.

Top shared holdings

202 shared in total
# Holding In EFA In JIRE Overlap
1 ASML Holding N.V. 2.90% 3.48% 2.90%
2 HSBC HOLDINGS PLC 1.66% 1.54% 1.54%
3 Roche Holding AG 1.39% 1.32% 1.32%
4 Novartis AG 1.30% 1.22% 1.22%
5 Nestle S.A. 1.17% 1.33% 1.17%
6 SHELL PLC 1.17% 1.55% 1.17%
7 ASTRAZENECA PLC 1.17% 1.69% 1.17%
8 Siemens Aktiengesellschaft 1.10% 1.78% 1.10%
9 BHP GROUP LIMITED 0.97% 1.16% 0.97%
10 Banco Santander, S.A. 0.93% 1.36% 0.93%
11 Allianz SE 0.86% 1.51% 0.86%
12 SAP SE 0.87% 0.82% 0.82%

Only in EFA

472 total
  • Mizuho Financial Group, Inc. 0.56%
  • INTESA SANPAOLO SPA 0.48%
  • ING Groep N.V. 0.46%
  • Investor Aktiebolag 0.34%
  • Mitsubishi Electric Corporation 0.31%
  • Deutsche Bank Aktiengesellschaft 0.30%
  • ANGLO AMERICAN PLC 0.24%
  • Nintendo Co., Ltd. 0.24%
  • CaixaBank, S.A. 0.23%
  • ENI S.P.A. 0.23%

Only in JIRE

0 total

Every JIRE position is also held by EFA.

Percentages are holdings overlap with the named fund.

Open EFA or JIRE at a brokerage

Both funds trade commission-free at major US brokerages.

Affiliate links — opening an account through these earns PlainIndex a one-time referral. Scoring is computed before any affiliate consideration; see our methodology and funding disclosure.

Holdings overlap is the sum of min(weight_a, weight_b) over positions matched on ISIN (CUSIP fallback). Methodology: see /methodology/.

Comparing two funds doesn't endorse swapping one for the other. Tax-lot history, account type, and personal goals matter — PlainIndex publishes data and methodology, not investment advice.